When customers need to return a purchase, DealPOS makes the process fast and easy. Follow the steps below to learn how to process a return transaction using different methods.
I. Return with Sales Invoice
If a customer returns a product with their original receipt or invoice number, you can easily process the return using the Return button located in the top-right corner of the Sell menu. Ensure the original sales transaction has already been completed in the system before proceeding with the steps below.
Step 1. Navigate to Sell Menu
Click More Actions then select Return
Step 2. Input Invoice Number
Enter invoice number and click Ok
Step 3. Complete the transaction
Once you click OK, the products from that invoice will appear with a negative quantity (e.g., -1), indicating that the items are being returned to your store's inventory.
Note:
In return invoice there will be Returned From reference that directed to the original sales invoice. Then in original invoice there will be Return At reference that directed to the sales invoice return as well.
II. Return without Sales Invoice
If you need to process a return without an invoice number, navigate directly to the Sell menu and add the returned product. You can set the item to a return status using either of these two methods:
Method A: Right-click the product and select the Return option to automatically change the quantity to a negative value.
Method B: Enter a negative value (e.g.,
-1) in the quantity field based on the number of items being returned.
Once set, click Pay to complete the return transaction.
A. Using Return Button
Step 1. Input the Product
Right click in the item and select Return
Step 2. Complete the Transaction
The item will be added as a return, and their quantity will automatically update to a negative value (–). Click Pay to complete the transaction.
B. Manually without Return Button
Step 1. Input the Product
Step 2. Click the Product
Enter the quantity to negative value (-1) and click Save
Step 3. Complete the Transaction
Click Pay to complete the transaction
Note:
If you process a return without an invoice number, the system generates a regular receipt showing negative product quantities, with no original invoice number listed.
III. Returning Multiple Items: Item or Variant Exchange
You can also input return invoice if the invoice have multiple items and customer only want to return some item.
For example below we have invoice as the following screenshot below with 2 items.
Step 1. Navigate to Sell Menu
Click More Actions and Select Return
Step 2. Input Invoice Number
Step 3. Exchange the Item
For example, if a customer wants to return the first item in the cart and exchange it for a different product, click the red trash bin icon next to the item to remove it from the transaction.
Input new item
Step 4. Pay Transaction to Complete Transaction
Click the Pay button.
Note:
The inventory for the returned item will automatically increase, while the stock for the new item will be deducted.
Related Articles
If you want to make a purchase transaction return. Please refer to the following article: Purchase Return
To view sales return report. Please refer to the following article: Sales Return Report
To view purchase return report. Please refer to the following article: Purchase Return Report
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).
For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.