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training:pos_returns [2020/09/01 14:28 (4 years ago)] – [3.Replacement] jegetraining:pos_returns [2021/06/09 13:48 (3 years ago)] (current) – [Handling Inventory Returns in System Five] agera
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-====== 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 =====
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 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|}}
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-===== Common Ways to do After Doing a Return =====+===== Common Results of a Return =====
  
 ==== 1. Refund==== ==== 1. Refund====
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 D. Close and exit the invoice. \\ 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>
  
  
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 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 Price 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>
  
  
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 ===== 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.1598995689.txt.gz · Last modified: 2020/09/01 14:28 (4 years ago) by jege