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Sales Transaction Return
Sales Transaction Return

Learn how to make return transactions for customer invoices

Teguh Warsono avatar
Written by Teguh Warsono
Updated over a week ago

In certain conditions, you might face a situation where your customers want to return the product that they've bought for some reason. On DealPOS, there are several ways to make return sales transactions. To make a return sales transaction, you can follow the steps below.


I. Return with Customer Invoice Number

If the customer comes to your outlet to return the product and brings the customer invoice number that they've bought before, you can use the return button on the right upper corner of the sell menu. Before following the steps below make sure that you have made a sales transaction before.

Step 1. Go to Sell, Click More Action, then Click Return

Return Transaction

Step 2. Input the Invoice Number, then Click Ok

Input/type the invoice number that you want to return. Ensure you input the correct invoice number without adding more space or any characters.

Input Invoice Number to Return

Step 3. View Cart, then Click Pay to Complete the Return Transaction

After you've clicked ok, the products from that customer invoice will be displayed with minus quantity (-), which indicates the products are returned to your store.

Pay to Complete Return Transaction

Notes :

  • The advantage of this feature (if returning using an invoice number) is that a return link will be provided on the invoice details.

  • The feature will display all of the items on the customer invoice. If the customers only want to return some product, after you submit the invoice number you need to delete the product that you DON'T want to be returned.

Reference Number from Return

Notes :

If returning using an invoice, there will be a new column called "Returned From" that contains the original invoice number.


II. Return without Invoice Number

If you want to make a return sales transaction without knowing the invoice number, you can directly go to the Sell menu, input the product you want to return, and type a minus (-) value on the product quantity according to the number of items returned. Or you can also right-click on the product, and click on the return option, the quantity from the product will be set to minus (-), then you can click Pay to process the return.

With Return Button on Product :

Step 1. Go to Sell, then Input Product to Cart for Returning

Input Product to Return

Step 2. Right Click on Product, then Click Return

Return Product

The items will be returned and the Qty will be adjusted to minus (-).

Check Product Quantity

Step 3. Pay Transaction to Complete Transaction

Pay Transaction to Complete Transaction

Without Return Button on Product :

Step 1. Go to Sell, then Input Product to Cart for Returning

Input Product to Return

Step 2. Click on Product Field

Click on Quantity Field

Step 3. Set Quantity to Minus, then Click Ok

Set Quantity to Minus

Step 4. Pay Transaction to Complete Transaction

Pay Transaction to Complete Transaction

Notes :
If the return is made without an invoice number, the return invoice will not display the original invoice number, instead it will be shown as a regular invoice but with negative quantities.


III. Exchange Product / Variant

If the customer wants to exchange certain items from the items on the invoice, that can also be done. You can check the method in the steps below. Before the step, try to make sales transactions with some items.

Make Sample Sales Transaction

Step 1. Go to Sell, Click More Actions, then Choose Return

Return Transaction

Step 2. Input the Invoice Number, then Click Ok

Input/type the invoice number that you want to return. Ensure you input the correct invoice number without adding more space or any characters.

Input Invoice Number to Return

Step 3. View Cart, then Add Item to Cart for Exchanging

After you've clicked ok, the products from that customer invoice will be displayed with minus quantity (-).

Add Item to Cart for Exchanging

For example, we want to exchange "Vans(38)" only. So, remove other products from the list except for the Vans(38).

Remove Another Product

Then, add the item to be exchanged with Vans(38). We try to add High Heels(38) here.

Add Item to be Exchanged

Notes :

So, Vans(38) will be returned to the store and High Heels(38) will be sold to the customer.

Step 4. Pay Transaction to Complete Transaction

Pay Transaction to Complete Transaction
Recheck the Invoice Detail

Notes :
The return invoice still records the original invoice number but the products can be replaced.


[Tutorial Video] Sales Transaction Return


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