User Tools

Site Tools


training:pos_returns

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
training:pos_returns [2020/08/31 14:33 (4 years ago)] jegetraining:pos_returns [2021/06/09 13:48 (3 years ago)] (current) – [Handling Inventory Returns in System Five] agera
Line 1: Line 1:
-====== Handling Inventory Return in System Five======+====== Handling Inventory Returns in System Five======
  
-In a business industry, sometimes it happens that customer comes in and return an item. The reason for the return may vary such as the customer dislikes the item, the item is damaged, etc. In the event of a return, the customer may ask for a replacement, refund, or just credit to be reflected in their account. System Five provides a simple way on how to do about handling your return.+See: https://newaccount1608055419986.freshdesk.com/a/solutions/articles/66000489624 
 + 
 +In a business industry, sometimes it happens that customer comes in and returns one or more items. The reason for the return may vary such as the customer dislikes the item, the item is damaged, etc. In the event of a return, the customer may ask for a replacement, refund, or just credit to be reflected in their account. System Five provides a simple way of handling your return.
  
 ===== Requirements ===== ===== Requirements =====
Line 9: Line 11:
 1. <color #0000FF>Setup Wizard</color> > <color #0000FF>Users and Security</color> > <color #0000FF>Names and Passwords</color> \\ 1. <color #0000FF>Setup Wizard</color> > <color #0000FF>Users and Security</color> > <color #0000FF>Names and Passwords</color> \\
 2. Select a User. \\ 2. Select a User. \\
-3. Click ‘<color #0000FF>Edit User</color>’. \\ +3. Click ‘<color #0000FF>**Edit User**</color>’. \\ 
-4. Go to ‘<color #0000FF>Inventory</color>’ tab. \\+4. Go to ‘<color #0000FF>**Inventory**</color>’ tab. \\
 5. Check the following boxes provided in the screenshot below. \\ 5. Check the following boxes provided in the screenshot below. \\
 {{:training:return_item_userandsecurity.jpg?600|}} {{:training:return_item_userandsecurity.jpg?600|}}
  
 +<note>You may refer to this training video {{training:pos:pos_returns.flv|}}.</note>
 ===== How to do a Return ===== ===== How to do a Return =====
  
Line 24: Line 27:
  
  
-===== Common Ways to do After Doing a Return =====+===== Common Results of a Return =====
  
 ==== 1. Refund==== ==== 1. Refund====
  
-There are instances that after a customer made a return, instead of asking for a replacement, they will ask for a refund. A refund can be in the form of a [[creating_a_refund_check_at_point_of_sale|check]], cash, and etc.+There are instances that after a customer made a return, instead of asking for a replacement, they will ask for a refund. A refund can be in the form of a [[:design_inventory_report|refund check]], cash, and etc.
  
 ==== 2. Credit on Account ====  ==== 2. Credit on Account ==== 
  
-If your customer does not like a refund and just want to reflect the said amount in their account, all you have to do is to do the following: +If your customer does not like a refund and just want to reflect the said amount in their account, all you have to do is to do the following: \\ 
-a. Create a new invoice. \\ + 
-b. Attached the item to be returned. \\ +A. Create a new invoice. \\ 
-c. Under the quantity column, put the of the returned item. \\ +B. Attached the item to be returned. \\ 
-d. Close and exit the invoice. \\+C. Under the quantity column, put the of the returned item. \\ 
 +D. Close and exit the invoice. \\
 {{:training:credit_on_account.jpg?600|}} \\ {{:training:credit_on_account.jpg?600|}} \\
-The said value will automatically reflect as a credit in the customer’s account.+ 
 +<note>The said value may or may not automatically reflect as a credit in the customer’s account balance. Customer balance will be dependent on the current total outstanding invoices and credit invoices.</note>
  
  
 ==== 3. Replacement ====  ==== 3. Replacement ==== 
  
-If in the event that the customer would instead ask for a replacement item, you all you have to do is the following:+If in the event that the customer would instead ask for a replacement item, you all you have to do is the following: \\
  
-a. Create a new invoice. \\ +A. Create a new invoice. \\ 
-b. Attached the item to be returned. \\ +B. Attached the item to be returned. \\ 
-c. Under the quantity column, put the of the returned item. \\ +C. Under the quantity column, put the of the returned item. \\ 
-d. In the same invoice, attached the replacement item. \\ +D. In the same invoice, attached the replacement item. \\ 
-e. Close and Exit the invoice. \\+E. Close and Exit the invoice. \\
  
-<note>Replacement items can be of the same item or a different one. If the customer would like to have a different item with a higher rice value, the remaining balance can be paid for by the customer or depending on the agreement you and your customer have.</note>+<note>Replacement items can be of the same item or a different one. If the customer would like to have a different item with a higher price value, the remaining balance can be paid for by the customer or depending on the agreement you and your customer have.</note>
  
  
Line 57: Line 62:
 ===== Other links ===== ===== Other links =====
  
-In order to further demonstrate on how to do about doing a refund in system five, you can check our video regarding <color #22b14c>__Different Process recording Returns of items, Refunds, Replacement or Credits__</color>+In order to further demonstrate on how to do about doing a refund in system five, you can check our video regarding <color #22b14c>[[https://attendee.gotowebinar.com/recording/1556705464820303888|Different Process recording Returns of items, Refunds, Replacement or Credits.]]</color>
training/pos_returns.1598909609.txt.gz · Last modified: 2020/08/31 14:33 (4 years ago) by jege