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Setting Up Rules for Returns

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Return transactions are governed by Refund/Cash Back and Tendering rules which can be defined on a global, regional, or store basis. These rules are configurable via the POS Back Office Location Configuration window. To configure the return rules:

  1. Open the POS Back Office Location Configuration window.

    (More)

    1. From the main menu select Applications > POS Back Office > Locations.

    2. Right-click on global, or the region, or the store and select Register Policy.

  2. Configure the following rules on the Refunds/Cash Back tab:

    Refund Cash Amount Limit

    This lets you set a limit on the amount of cash that can be returned to a customer during a return transaction.

    • To set no limit, select Unlimited.

      OR

    • To set a limit, select Max. Amount and then enter the maximum amount in the corresponding text box.

    Refund Days Limit

    This lets you set a limit on the number of days after a sale that an item may be returned for a full refund.

    • To set no limit, select Unlimited.

      OR

    • To set a limit, select Max. Days and then enter the maximum number of days in the corresponding text box. The limit may be overridden by permission (Application>CostGuard Client>POS>Front Office>Sales and Returns (or Return Requests)>Override Max Days Return)

    Allowed Refund Options

    This lets you set the rules for refunds when the Refund Days Limit is exceeded.

    • To specify no refund will be given select No Refund. This places exception items back in store inventory without issuing a refund for those items.

      OR

    • To allow a store credit refund select Store Credit.

  3. Configure the following rules on the Tender tab:

    Tender Types Accepted

    Tender types allowed for returns are marked Y in the Allow Returns column.

    Tender types that are not allowed are marked N.

    To change the current setting for a tender type right-click on the tender type and select Allow Return.

    Credit Cards Accepted

    Check credit cards to be allowed. This applies to all transactions (sales and returns).