How To Navigate POS Returns

Introduction

This guide is part of the POS Functionality series, which documents the standard behaviour of the Enactor Point of Sale (POS) in Standard Configuration (SC) for Version 2.7.747.RC2.

The Returns function enables operators to reverse sales transactions and issue refunds or exchanges to customers. Returns can be processed with or without the original receipt, and with or without the original product barcode. In all cases, the operator must select a return reason code to categorise the return. Where the basket total becomes negative, the POS displays a Refund label to indicate that the customer will receive a refund for the transaction. The printed receipt will record that a return has been performed.

The purpose of this guide is to demonstrate the steps to perform the following return functions on the Enactor POS:

• Return From Receipt - returning items against a located original transaction or scanned receipt barcode
• Item Return (Non-Receipt) - returning a previously sold item without access to the original receipt
• Voucher Return - returning a voucher by code or voucher type and serial number
• Quantity Return - returning multiple items without a receipt in a single operation
• MMG Return - returning items whose barcodes are damaged or missing

info

This guide covers the POS as experienced by the operator at the till. It does not cover Estate Manager configuration. All screens shown are POS terminal screens.

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Overview

This guide covers the following sections:

1. Return From Receipt - Locating the original transaction by transaction details or scanning the receipt barcode, then selecting and returning items with a receipt return reason code.
2. Item Return (Non-Receipt) - Returning a previously sold item without the original receipt by entering the product code and selecting an item return reason code.
3. Voucher Return - Returning a voucher by entering the voucher code or selecting the voucher type and entering the voucher serial number.
4. Quantity Return - Returning multiple items without a receipt in a single step by entering the quantity, product codes, and return reason.
5. MMG Return - Returning items with damaged or missing barcodes by selecting an MM Group and entering the item price.

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Returns

All products or individual products can be returned or exchanged.

During the return process, the operator will be required to capture a reason for the return.

If the basket total is a negative value, a Refund label is displayed, which indicates the customer will receive a refund for the transaction.

The receipt will state that a return has been performed.

Path: Enactor POS > Sale > Returns

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Return From Receipt

The Return From Receipt function allows an operator to return items from a receipt.

In order to perform this function, a record of the original transaction is required.

The original transaction can be searched for using all or some of the original transaction details:

• Branch Number
• Terminal Number
• Transaction Number
• Purchase Date

If the products returned have a valid receipt, the barcode on the receipt can be scanned or key-entered.

Path: Returns > Return From Receipt

The following receipt return reasons are available:

Reason ID	Reason Name	Description
RR-UK-01	Damaged / Faulty (30 Days)	Indicates the selected items are damaged or faulty. Items are being returned within 30 days from purchase date.
RR-UK-02	Not Wanted (10 Days)	Indicates the selected items are unwanted. Items are being returned within 10 days from purchase date. Requires customer details (or confirmation of customer details, if present on original transaction).
RR-UK-03	Managers Discretion	Indicates a manager has decided to enable the selected items to be returned. Requires sign-on details of authorising user.
RR-UK-04	Return to Credit Note	Indicates the selected items are being returned to credit note. Requires customer details (or confirmation of customer details, if present on original transaction).
RR-UK-05	Damaged / Faulty (No date limit)	Indicates the selected items are damaged or faulty. No return date limit.
RR-UK-06	Damaged / Faulty (Over 30 Days) - witness capture	Indicates the selected items are damaged or faulty. Items are being returned over 30 days from purchase date. Requires sign-on details of a witness (current user cannot be a witness).

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Return From Receipt Procedure

1. From the Sale screen, select Returns from the function buttons, then select Return From Receipt.
2. The POS displays the transaction search screen. Enter the original transaction details (Branch Number, Terminal Number, Transaction Number, and/or Purchase Date), or scan the receipt barcode.
3. Press ENT or the search button to locate the transaction.
4. The POS displays the original transaction items. Select the item or items to be returned.
5. When prompted, select the appropriate return reason from the receipt return reasons list.
6. If the reason requires additional details (customer details, authorising sign-on, or witness sign-on), provide these when prompted.
7. Confirm the return. The items are added to the basket with a negative quantity and value.
8. The basket total reflects the refund amount. If the total is negative, the Refund label is displayed.
9. Proceed to tender to issue the refund.

Return From Receipt - Transaction Search - enter the original transaction details (Branch Number, Terminal Number, Transaction Number, Purchase Date) or scan the receipt barcode, then press the search button to locate the transaction.

Return From Receipt - Transaction Located - the POS locates the original transaction. Confirm the transaction to proceed to item selection.

Return From Receipt - Item Selection - select the items to be returned from the original transaction list. Use Select All to select all items, or tap individual items to select them.

Return From Receipt - Return Reason - select the appropriate return reason. Reasons requiring authorisation (RR-UK-03) or witness sign-on (RR-UK-06) will prompt for additional details.

Return From Receipt - Additional Details - provide the required additional details for the selected return reason (customer information, authorising sign-on, or witness sign-on) and confirm to proceed.

Return From Receipt - Basket (Refund) - the returned items appear in the basket with negative quantities and values. The Refund label confirms the customer will receive a refund. Proceed to tender to issue the refund.

Return From Receipt - Tender Selection - select the tender method for issuing the refund to the customer.

Return From Receipt - Refund Confirmation - confirm the refund tender to complete the return transaction. A receipt recording the return will be printed.

Return From Receipt - Transaction Complete - the return transaction is complete. A receipt is printed recording the return, and the POS returns to the Sale screen.

Return From Receipt - Secondary Prompt - additional selection or entry may be required at this stage of the return flow. Select the appropriate option or enter the required value to continue.

Return From Receipt - Confirmation Dialog - confirm the selection at this stage to proceed with the return.

Return From Receipt - Further Selection - make the required selection or entry at this stage to continue the return procedure.

Return From Receipt - Final Confirmation - review the return summary and confirm to update the basket with the returned items.

This completes the Return From Receipt procedure.

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Item Return (Non-Receipt)

The Item Return function enables an operator to process the return of an item that was previously sold, without having access to the original receipt.

This feature allows the operator to reverse a sale and update the inventory accordingly.

This function prompts the operator to enter a product code and select a return reason code.

The basket will be updated to indicate which items are being returned.

Path: Returns > Item Return

The following item return reasons are available:

Reason ID	Reason Name	Description
IR-UK-01	Damaged / Faulty	Indicates the item is damaged or faulty.
IR-UK-02	Not Wanted (10 Days) (Credit Note)	Indicates the item is unwanted. The item is being returned within 10 days from purchase date. Requires original date details (authorisation is required to return the item beyond the allowed date).
IR-UK-03	Managers Discretion	Indicates a manager has decided to enable the item to be returned. Requires sign-on details of authorising user.
IR-UK-04	Damaged / Faulty - witness capture	Indicates the item is damaged or faulty. Requires sign-on details of a witness (current user cannot be a witness).
IR-UK-05	Returned Unwanted	Indicates the item is unwanted.

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Item Return Procedure

1. From the Sale screen, select Returns from the function buttons, then select Item Return.
2. The POS prompts the operator to enter the product code of the item to be returned.
3. Enter the product code using the numeric keypad or scan the item's barcode.
4. Press ENT to confirm the product code.
5. A list of item return reasons is displayed - select the appropriate reason.
6. If the reason requires additional details (original purchase date, authorising sign-on, or witness sign-on), provide these when prompted.
7. The item is added to the basket with a negative quantity and value.
8. The basket total reflects the refund amount. If the total is negative, the Refund label is displayed.
9. Proceed to tender to issue the refund.

Item Return - Enter Product Code - enter the product code of the item to be returned using the numeric keypad, or scan the item's barcode, then press ENT.

Item Return - Return Reason - select the appropriate item return reason. Reasons requiring authorisation (IR-UK-03) or witness sign-on (IR-UK-04) will prompt for additional details.

Item Return - Basket (Refund) - the returned item appears in the basket with a negative quantity and value. The Refund label confirms the customer will receive a refund. Proceed to tender to issue the refund.

This completes the Item Return procedure.

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Voucher Return

The Voucher Return function enables an operator to process the return of a voucher to any tender.

This feature prompts the operator to enter the return voucher code or select a voucher type and enter the voucher serial number to be returned.

This functionality allows the operator to reverse a voucher sale and update the records accordingly.

Path: Returns > Voucher Return

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Voucher Return Procedure

1. From the Sale screen, select Returns from the function buttons, then select Voucher Return.
2. The POS prompts the operator to enter the return voucher code, or to select a voucher type.
3. Either scan or key-enter the voucher code, or select the voucher type from the list and enter the voucher serial number.
4. Press ENT to confirm.
5. The POS processes the voucher return.
6. The return is added to the basket with a negative value.
7. Proceed to tender to complete the refund.

Voucher Return - Voucher Code or Type Selection - scan or key-enter the voucher code, or select the voucher type from the list to proceed with the return.

Voucher Return - Serial Number Entry - enter the voucher serial number using the numeric keypad or confirm the scanned voucher code, then press ENT to proceed.

Voucher Return - Confirmation - review the voucher details and confirm to process the voucher return.

Voucher Return - Basket (Refund) - the voucher return appears in the basket with a negative value. The Refund label confirms the customer will receive a refund. Proceed to tender.

Voucher Return - Further Confirmation - complete any additional selection or confirmation required at this stage to finalise the voucher return.

This completes the Voucher Return procedure.

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Quantity Return

The Quantity Return function enables an operator to process the return of multiple items without a receipt.

This feature prompts the operator to enter the item quantity, product codes, and select a return reason code.

This functionality allows the operator to reverse multiple sales and update the inventory accordingly, without requiring proof of purchase.

Path: Returns > Quantity Return

note

Refer to the Item Return reasons table for details about the return reason codes used in this function.

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Quantity Return Procedure

1. From the Sale screen, select Returns from the function buttons, then select Quantity Return.
2. The POS prompts the operator to enter the quantity of items to be returned.
3. Enter the quantity using the numeric keypad and press ENT.
4. The POS prompts the operator to enter the product code or scan the item's barcode.
5. Enter the product code or scan the barcode and press ENT.
6. A list of item return reasons is displayed - select the appropriate reason.
7. If the reason requires additional details, provide these when prompted.
8. The items are added to the basket with negative quantities and values.
9. The basket total reflects the refund amount. If the total is negative, the Refund label is displayed.
10. Proceed to tender to issue the refund.

Quantity Return - Enter Quantity - enter the quantity of items to be returned using the numeric keypad, then press ENT to proceed to product code entry.

Quantity Return - Enter Product Code - enter the product code using the keypad or scan the item's barcode, then press ENT to proceed to reason selection.

Quantity Return - Return Reason - select the appropriate item return reason for the quantity being returned.

Quantity Return - Basket (Refund) - the returned items appear in the basket with the quantity entered and negative values. The Refund label confirms the customer will receive a refund. Proceed to tender.

This completes the Quantity Return procedure.

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MMG Return

The MMG Return function enables an operator to process the return of items with damaged or missing barcodes.

This feature prompts the operator to select an MM Group and enter the item price.

This functionality allows the operator to reverse a sale and update the inventory accordingly, even if the item's barcode is not recognised by the system.

Path: Returns > MMG Return

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MMG Return Procedure

1. From the Sale screen, select Returns from the function buttons, then select MMG Return.
2. The POS displays a list of MM Groups - select the appropriate MM Group for the item being returned.
3. The POS prompts the operator to enter the price of the item.
4. Enter the item price using the numeric keypad and press ENT.
5. The item is added to the basket with the MM Group reference and a negative value.
6. The basket total reflects the refund amount. If the total is negative, the Refund label is displayed.
7. Proceed to tender to issue the refund.

MMG Return - MM Group Selection - select the appropriate MM Group for the item being returned.

MMG Return - Price Entry - enter the price of the item using the numeric keypad, then press ENT to add the item to the basket.

MMG Return - Basket (Refund) - the MMG return item appears in the basket with the MM Group reference and negative value entered by the operator. The Refund label confirms the customer will receive a refund. Proceed to tender.

This completes the MMG Return procedure.

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