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Exchanges, Returns, and Refunds

Learn how to process product exchange or returns and how to issue refunds

Processing returns and exchanges are part of the business routine and a crucial chance to offer top-notch customer service. In order to do that, you'll need maximum flexibility and efficiency offered by Nextar POS Software.

First, access the Sales menu located on the left sidebar of your Nextar POS Software. Next, click on Exchange or Return at the top of your screen, right above the selling list.

 

Locate Product by Sale Number

There are several ways to search for (and find) a product. The first is By Sale Number". Enter the sale number that can be found in your customer's receipt and click "Next".

The benefits of using this option are accuracy and speed, given that a single item will come up. You'll still want to double-check the information in order to make sure this is the sale you are looking to return. Click "Next".

The next screen will show the products purchased. Select the products you wish to return by checking the box in the left column. If more than one item or unit was sold, Nextar POS will ask you how many (or how much) you wish to return. Enter a number and click "Next".

The last screen will ask you whether to issue a cash refund or store credit. If you wish to issue store credit, simply select or confirm the customer. If the customer prefers a cash refer, just select item #2 and click "Finish". The refunded amount is automatically deducted from the Register.

Done. You are all set! You have just processed a return successfully.

Locate Product by Customer Account

Another way to return a product is by locating it on your customer's shopping history. In order to do this, access item "2. By Customer" or press F5, select the customer and click "OK". After that, hit "Next".

A list of all your customer's transactions will come up. Locate and select the transaction you wish to return. Double-check to make sure the information matches. After that, hit "Next".

Select the products you wish to return by checking the box in the left column. If more than one item or unit was sold, Nextar POS will ask you how many (or how much) you wish to return. Enter the desired number and click "OK". Then click "Next".

Choose how you wish to process the refund.

Done. You are all set!

Locate Product by Date

First, click on item "3.By date" and select the date in which the transaction was made and click next.

Locate the transaction on the list and click Next.

Pick the item you wish to return and the quantity.

Choose if you wish to issue a cash refund or store credit.

Locate by Product

First, select item "4.By product" and find the product.

A list of transactions will come up. Select the one you wish to process the return.

Pick the item you wish to return and the quantity.

Choose if you wish to issue a cash refund or store credit.

Done. You are all set! You have successfully returned the product.

 

Important:

Remember that store credits issued will be shown as a Credit in the customer's account. This information can be found by going to the Customers menu in the Credits column.

The refunded amount will be listed in the history of the Register where the transaction was made. Locate this information by accessing the "Register" menu. If the refund was issued on a previous day, click "Previous Register" and double-click the register you wish to check.

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