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2. Customer Returns

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If a customer returns an item the same day it was purchased you can void the sale by choosing the Void a Sale option from the Sales Main.


For all other circumstances, however, you do not edit the old sale in the computer. Instead, you create a new sale number. Type in the customer name, as always, then when you are prompted for the SKU number, type in the SKU number of the item being returned. In the QTY (quantity) column make sure you type a negative number,( e.g. –1). If you are going to charge a restocking fee, you can reduce the Price in the next field over accordingly. The subtotal and total on the screen will indicate that the sale total (in dollars) is negative. When you have finished typing in items, you will be asked what the Refund Amount will be. Leave this number alone unless this customer is a charge customer and you want to apply the refund amount to the account. If this is a charge customer, you should probably make the refund amount 0 (Zero).


Next you will be asked how you want to tender the refund. You have five choices: (1) issue a credit slip; (2) issue a company check; (3) give back cash; (4) issue a credit to the customer’s credit slip; (5) give back the customer’s own check — this last choice is not very likely and would only happen if you hadn’t yet cleared the cash register by running the Z–Report.


By typing in a negative number for the items QTY that the customer is returning, you achieve three goals: (1) You enter a transaction which allows you to issue a record of the refund to the customer; (2) Your sales reports will show decreased sales for the day of the return; (3) Your inventory level for the returned item will be increased.