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Returns and Refunds

Returns and Refunds​

Slide 74

Configuration Topics​

  • Reasons - Receipt Return (reasons required when processing a receipt-based return); Item Return (reasons required when processing an item or non-receipt return)
  • Tenders - Tender Return Rules (rules governing which tenders can be used for refunds); Value Limit Rules (limits on the value of refunds by tender type)

Objectives​

Objectives

At the end of this session, you will be able to:

  • Understand Receipt Returns and the configuration required to support them
  • Configure return reasons including customer data capture settings
  • Understand Item Returns and Non-Receipt Returns
  • Configure item return reasons and the refund credit menu
  • Understand Tender Return Rules and Value Limit Rules

Practical Exercise

  • Receipt Return Reason Configuration Exercise

Exercise 8 - Receipt Return Reasons​

  1. Create a new Receipt Return Reason
  2. Use an ID of RECEIPT_RETURN-x (use your TRAINx ID)
  3. Set it for the Sweden Region
  4. Give it an identifiable name
  5. Set the Parent Discount Reason to Training Reasons
  6. Set to capture Customer Name and Address
  7. Set the Return Reason Details: Effect on Inventory - Returned; Return within Days - 28; Number of copy Receipts - 1
  8. Save and Broadcast to your POS
  9. Test it out - does it behave as you expected?

Further Reading​

For additional information and further reading on Returns configuration, please see the following guides:

DocumentDescription
How to: Configure ReturnsConfiguring return reasons, tender return rules, and value limit rules