Entering a Return
The method you use to return an item depends on whether the transaction is posted or not. If the transaction has not been posted, you can return the item by either voiding the transaction or simply clearing the sale. For more information on these options, refer to
BROKENVoiding an Invoice TransactionBROKEN or
Clearing a Sale and Starting Over.
If the transaction is posted, you will need to do a return transaction. We recommend you enter the return through Sales so that all the affected accounts will be reversed.
To enter the return of an item in a posted transaction:
1 In the Sales Entry window, select Transaction > New from the menu bar.
2 In the Item field on the detail grid, enter the item being returned.
3 Enter the quantity being returned as a negative number.
4 When you finish entering the return information, tender, close, and post the transaction.
To enter a return in Point of Sale using a touch screen monitor:
1 In the POS Register window, tap Quantity > Refund from the button panel.
2 Tap the number of items you want to return. You can tap Next to view more number options if you are returning a large quantity.
3 Tap the stock item you want to return.
The stock item quantity is added to the detail grid as a negative number.
4 Add any other items (to return or sell) and tender the transaction as you normally would.
For information about tendering a return, see
Tendering a Return.
Published date: 11/22/2021