If a customer purchases 5 items and want to return one of them at a later date, what is the proper procedure for this? I can recall a transaction for return, but I don't want to return all the items on the transaction, but only one. How do I go about this, and how do we know by looking at the original receipt that item(s) where returned?
How is everybody else doing this?
You can select line items and delete them from the return transaction by simply hitting the key.
The original receipt won't change no matter what you do. I'm not really sure what you're getting at with that question. If the customer has the original receipt at the time of return, use a pen to mark the returned items with the date of return and the return transaction number.
Tom
That answers my question in regards to only returning one item.
I was trying to figure out how I could see or tell by looking at the original (first) receipt if the person returned any or all of their originally purchased items. In other words is there any reference to the original receipt on a return or exchange receipt?
No, there is no reference unless you add a comment.
But, you can also run a detailed sales report by customer which will present all items a customer has purchased and/or returned.
We only track customers for layaways and accounts so there is usually no customer purchase history to rely on. We use the same method Tom suggested, where the customer's original receipt must be marked. We circle the item returned/exchanged, mark it RET or EXCH, initial it and date it. This is good practice for fraud prevention.
Marc
You could hit SHIFT-F7 and look under the HISTORY TAB to look for NEGATIVE Qty entries that would show a return from that customer.
Alex wrote:
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