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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.
System Five User should have the ability to return an item in an invoice. Hence a specific box needs to be check. (Likewise, the user should have the ability to edit or create sale)
1. Setup Wizard > Users and Security > Names and Passwords 2. Select a User. 3. Click ‘Edit User’. 4. Go to ‘Inventory’ tab. 5. Check the following boxes provided in the screenshot below.
Returning an item is possible, provided that your customer already purchased an item from you, and a previous sale invoice was already created. 1. Create a new invoice. 2. Attached the inventory item that the customer would like to return. 3. Under the ‘Quantity’ column, put in the quantity of the returned item 4. Press ‘Enter’.
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 refund check, cash, and etc.
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. C. Under the quantity column, put the of the returned item. D. Close and exit the invoice.
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. B. Attached the item to be returned. C. Under the quantity column, put the of the returned item. D. In the same invoice, attached the replacement item. E. Close and Exit the invoice.
In order to further demonstrate on how to do about doing a refund in system five, you can check our video regarding Different Process recording Returns of items, Refunds, Replacement or Credits