training:pos_returns
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
training:pos_returns [2020/09/01 14:26 (4 years ago)] – [2. Credit on Account] jege | training:pos_returns [2021/06/09 13:48 (3 years ago)] (current) – [Handling Inventory Returns in System Five] agera | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | ====== Handling Inventory | + | ====== Handling Inventory |
- | 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, | + | See: https:// |
+ | |||
+ | 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, | ||
===== Requirements ===== | ===== Requirements ===== | ||
Line 9: | Line 11: | ||
1. < | 1. < | ||
2. Select a User. \\ | 2. Select a User. \\ | ||
- | 3. Click ‘< | + | 3. Click ‘< |
- | 4. Go to ‘< | + | 4. Go to ‘< |
5. Check the following boxes provided in the screenshot below. \\ | 5. Check the following boxes provided in the screenshot below. \\ | ||
{{: | {{: | ||
Line 25: | Line 27: | ||
- | ===== Common | + | ===== Common |
==== 1. Refund==== | ==== 1. Refund==== | ||
Line 34: | Line 36: | ||
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. \\ | A. Create a new invoice. \\ | ||
B. Attached the item to be returned. \\ | B. Attached the item to be returned. \\ | ||
Line 39: | Line 42: | ||
D. Close and exit the invoice. \\ | D. Close and exit the invoice. \\ | ||
{{: | {{: | ||
- | The said value will automatically reflect as a credit in the customer’s account. | + | |
+ | < | ||
==== 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. \\ |
- | < | + | < |
Line 58: | 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 | + | 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:// |
training/pos_returns.1598995577.txt.gz · Last modified: 2020/09/01 14:26 (4 years ago) by jege