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How to register a change or return

Learn how to change or return a product that your customer has purchased.

Important

  • To carry out the change procedure, you must first return the product in the system and then register a new sale.

Shall we learn how to register a change or return?

1. On the SALES screen, click on CHANGE OR RETURN.

2. Locate the SALE you want to return and click on NEXT.

You can search for the sale by entering the SALE NUMBER, the CUSTOMER it is linked to, the DATE it was made or even by the PRODUCT that was sold.

‍2.1. The SALE NUMBER can be checked on the SALES screen, in the NUMBER column. Another way to check is through the SALES RECEIPT.

‍3. Select and confirm the SALE you want to change or return and click on NEXT.

4. Select the PRODUCTS you want to return and click on NEXT.

If there is more than one unit of the product sold in the sale, enter the QUANTITY that will be returned.

‍5. Select the RETURN METHOD for the amount and then click on NEXT.

Option 1. CREDIT FOR FURTHER PURCHASES allows you to leave the amount registered as credit in the customer's registration and, in this case, the money will not be withdrawn from your cash register. Option 2. RETURN THE AMOUNT PAID, in turn, removes this amount from the current cash register, so it is necessary to inform which payment method was used to make the refund.

6. If necessary, inform a COMMENT and click on NEXT.

‍7. If necessary, check the option INFORM TRANSPORTER, to register transportation information.

If you do not need to provide the carrier information, skip to step 8.

‍7.1 Select the CARRIER OR TRANSPORTER and click on NEXT.

7.2. Enter the DELIVERY/FREIGHT FEE and click on FINISH.

8. Click on FINISH!

Done! The return was completed successfully.

What to do in case of a change?

1. Return the product to be changed and, in the return steps, select the CREDIT FOR FURTHER PURCHASES option.

Finish the previous steps to conclude the return.

2. Make a new sale with the NEW PRODUCT.

3. Create a new sale to use the credit. Inform the CUSTOMER in the sale.

4. Click on SAVE (F2) complete the sale. When selecting the payment method, use the CREDIT the customer has.

If the products cost the same, just complete the sale. If the new product is more expensive, inform the payment method that the customer used to pay the remaining amount.

Done! The exchange was successful.

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