training:pos_returns
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training:pos_returns [2007/04/26 14:08 (17 years ago)] – created lpont | training:pos_returns [2021/06/09 13:48 (3 years ago)] (current) – [Handling Inventory Returns in System Five] agera | ||
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- | {{training: | + | ====== Handling Inventory Returns in System Five====== |
- | [[training:outline|Return]] | + | See: https:// |
+ | |||
+ | In a business industry, sometimes it happens that customer comes in and returns one or more items. The reason for the return may vary such as the customer dislikes the item, the item is damaged, etc. In the event of a return, the customer may ask for a replacement, | ||
+ | |||
+ | ===== Requirements ===== | ||
+ | |||
+ | System Five User should have the ability to return an item in an invoice. Hence a specific box needs to be check. (Likewise, the user should have the ability to edit or create sale) | ||
+ | |||
+ | 1. < | ||
+ | 2. Select a User. \\ | ||
+ | 3. Click ‘< | ||
+ | 4. Go to ‘< | ||
+ | 5. Check the following boxes provided in the screenshot below. \\ | ||
+ | {{: | ||
+ | |||
+ | < | ||
+ | ===== How to do a Return ===== | ||
+ | |||
+ | Returning an item is possible, provided that your customer already purchased an item from you, and a previous sale invoice was already created. | ||
+ | 1. Create a new invoice. \\ | ||
+ | 2. Attached the inventory item that the customer would like to return. \\ | ||
+ | 3. Under the ‘Quantity’ column, put in the quantity of the returned item \\ | ||
+ | 4. Press ‘Enter’. \\ | ||
+ | {{: | ||
+ | |||
+ | |||
+ | ===== Common Results of a Return ===== | ||
+ | |||
+ | ==== 1. Refund==== | ||
+ | |||
+ | There are instances that after a customer made a return, instead of asking for a replacement, | ||
+ | |||
+ | ==== 2. Credit on Account ==== | ||
+ | |||
+ | If your customer does not like a refund and just want to reflect the said amount in their account, all you have to do is to do the following: \\ | ||
+ | |||
+ | A. Create a new invoice. \\ | ||
+ | B. Attached the item to be returned. \\ | ||
+ | C. Under the quantity column, put the of the returned item. \\ | ||
+ | D. Close and exit the invoice. \\ | ||
+ | {{:training:credit_on_account.jpg? | ||
+ | |||
+ | < | ||
+ | |||
+ | |||
+ | ==== 3. Replacement ==== | ||
+ | |||
+ | If in the event that the customer would instead ask for a replacement item, you all you have to do is the following: \\ | ||
+ | |||
+ | A. Create a new invoice. \\ | ||
+ | B. Attached the item to be returned. \\ | ||
+ | C. Under the quantity column, put the of the returned item. \\ | ||
+ | D. In the same invoice, attached the replacement item. \\ | ||
+ | E. Close and Exit the invoice. \\ | ||
+ | |||
+ | < | ||
+ | |||
+ | |||
+ | |||
+ | ===== Other links ===== | ||
+ | |||
+ | In order to further demonstrate on how to do about doing a refund in system five, you can check our video regarding <color # |
training/pos_returns.1177621716.txt.gz · Last modified: 2007/04/26 14:08 (17 years ago) by lpont