How to issue a credit note in RMS

Hi, A customer walked into my store today to buy a gift card. I had none on hand. How do I take his money and issue a credit note to him until the cards come in?

Regards

Dan Levin

Reply to
dan
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Reply to
convoluted

Depending on how your sku is structured - you could issue a Work Order (taking full deposit - or override the deposit amount you might already have required on your system). As your GC sku is likely not able to be placed on a WO, your generic/dummy sku might not be set as NI, allowing it to be placed on a WO. OR, if you are expecting the cards soon, and you can float an inv off qty, I would sell something that you do not traditionally sell, overwrite the description on the POS (this can be done, printing to the receipt, journaling the text, etc w/out actually changing any properties of the line item going forward) to read Gift Card or similar - then when the customer comes back for a swap - simply recall and exchange the trx (placing inv back OH and relieving the GC).

Make sense?

Reply to
jocelynp

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