POS Button Types - Returns

This page describes the following POS Button Types in POS Invoices:
  • Return

  • Return Invoice No.

  • Return Reason
Please refer here for an index of all POS Button Types.



Allows Customers to return Items.

Can only be used by a cashier or supervisor whose Access Group gives access to the 'Negative Quantity on POS Invoices' Action.

Workflow A
  1. Add the Item(s) being returned to a POS Invoice.

  2. Click or touch the "Return" button. All quantities will be changed from positive to negative.

  3. Click or touch a payment button (e.g. "Cash" or "Credit Card") to process the refund.

  4. Click or touch the "Finish" button as normal to close the POS Invoice and open a new one.
Workflow B
  1. Click or touch the "All Invoices" button and then locate and open the POS Invoice containing the Items that are being returned.

  2. Click or touch the "Return" button.

  3. The POS Invoice will be duplicated, and the duplicate will be opened. All quantities will be negative.

  4. Click or touch a payment button (e.g. "Cash" or "Credit Card") to process the refund.

  5. Click or touch the "Finish" button as normal to close the POS Invoice and open a new one.
Workflow A allows you to process a return without having access to the original Invoice. Workflow B allows you to process a return by locating the original Invoice and duplicating it.

It is unlikely that an Invoice and its refund will be processed on the same till or cash machine. In a live-sync environment, a cashier will only have access to the POS Invoices that are stored on the till they are using i.e. to the Invoices that were created on that till. Therefore it won't be possible to follow Workflow B. For this reason, you may need to arrange for returns to be processed on a till that has a live connection to the server and that therefore has access to every POS Invoice in the main server database. Entering reasons for returns (using the "Return Reason" button described below) will also be easier on a till with a live connection.

If the Customer possesses the original receipt as proof of purchase, use the "Return Invoice No." button to record the Invoice Number of this receipt in the refund Invoice. If you used Workflow B, this will be done automatically.

The "Return" button converts an entire Invoice into a Return. Every quantity will be changed from positive to negative, even for Items added to the Invoice after you press the button. If some quantities should be positive (e.g. the Customer wants to exchange one Item for another), do not use the "Return" button and instead use a "Subtract 1” POS Command to reduce the quantities of the returned Items.

If you are using the Incremental Receipt Printing option on the 'POS' card of the Local Machine setting on a till, use Workflow A and press the "Return" button before adding any Items to the Invoice. This will ensure the Items are printed on the receipt with negative quantities.

Unlike many buttons, "Return" does not have the supervisor log-in feature. So, if a cashier who does not have the necessary access right clicks or touches the button, a message will appear to this effect. The 'Login' window will not appear, so there will be no opportunity for a supervisor to log in.

If you need it to be mandatory for cashiers to specify a Customer in returns (i.e. if the Customer in a return cannot be the Default Customer), select the Require Return Customer option in the POS Settings setting.

Return Invoice No.

Allows a cashier to record the original Invoice Number when a Customer returns an Item.

In the row in the POS Button record that adds the "Return Invoice No." button to the POS Invoice window, you can optionally enter a Standard Problem in the Code field, using 'Paste Special' if necessary. This will be saved in the row recording the original Invoice Number as the reason for the return. You can therefore