How to Submit a Customer Return through the POS

In this article, we’ll cover the steps to submit a customer return in the Point of Sale (POS) module within Flawless POS. This process allows you to manage returns and provide refunds or credits as needed.

You may refer to this video for a step-by-step guide on submitting a customer return: https://www.youtube.com/watch?v=p1C796fXcqU

Step 1: Access the Point of Sale Module

To begin:

1. Open your Left Navigation Menu.

2. Click the Sale menu option to access the Point of Sale module.
   
    
   
   
   

Note: Before submitting a return, you must first submit the original sale in this module. Refer to our Sales Process Article if needed.

Step 2: Locate the Sale for Return

1. In the POS module, click the Customer Return button.
   
    

2. Use the Search feature to locate the sale you'd like to return. You can search by customer name or sale number. For this example, we’ll be returning an order made by the customer Lequirus.
   
   

3. Once located, click the sale with the left mouse button to open it.

Step 3: Select Items for Return

In the return sales lines dialog:

1. Locate the Return Column and select the number of items the customer wishes to return from the context menu.

   • Note: Only valid items are selectable (e.g., previously returned items cannot be selected).

2. When finished, press the OK button.
   
    

                The returned item will now appear in the Cart on the right side.

Step 4: Adjust Return Credit or Add New Items

At this point, you can:

• Adjust Return Credit: Click on the cart item link to modify the return credit or apply a restocking fee.

• Combine Return with New Sales: To add new items to the sale, search for the items in the search field and add them as usual.
  
   
  
  
  

In this example, adding an item with a lower price will result in a refund to the customer.

Step 5: Complete the Return Process

1. Click the Checkout button.
   
    

2. In the checkout payment area, you will see the balance due to the customer as a refund. Select the preferred Payment Option to proceed. For this example, we will be using the Cash Payment Option.
   
   

3. Press the Submit Sale button in the bottom right corner to finalize the sale.
   
   

4. After successfully submitting the Sale, you will be redirected to a window dialog which will provide you with the following options:
   
   

Print Receipt - Prints the receipt for the newly created Sale

View Sale - Views the details of the Sale.

Email/Text Receipt - Sends the receipt of the sale via Email or Text.

Troubleshooting

For any issues encountered during a customer return, please contact Flawless POS support for assistance.