How To: Return an item against bill at the store

When customers come to a POS to make a return in most cases they bring their Purchase Invoice or Bill with them. In such cases the following, steps need to be followed to make the return possible.

The Return Process

Pre-requisites

1. The user must be allowed to perform return by selecting Allow Return app operation in Normal POS module of Security Role in Ginesys POS application. This can be set by HO in case of centrally managed HO controlled stores.
2. The item must be returned within the stipulated period mentioned in the policy.
3. Refund either through Credit Note or Cash must be allowed.

The process is divided into the following steps:

1. Tag the customer making the return.

   Important

   Note: You must tag a customer, only if it has been made mandatory by the HO. Otherwise you can make an adhoc return also.

2. Now go to the Return button (or press shortcut key F7) or click on the Return against Bill option in the POS Taskpad (or press shortcut key Ctrl+2).
   
   
3. If you are using the Return button, then click on Select Bill option. This opens the Search Bill window.
   The Return against Bill option in the POS Taskpad, directly opens the Search Bill window.
   
   
4. You will now see a number of search criteria. Enter details in any one search criteria and look for the bill against which the item has been sold.
   
   
5. The List of Bills window appears. Select the desired bill from the list and click on Return button.
   
   
6. The Bill Return window appears. Here you are given two options asking you how you want to return the items. You can see two options here:
   
   
   1. Return selective item from the Bill- If the customer wants to return only a few selective items from the bill, select this option. [In case of Scenario 2, you need to select this option.]
   2. Return all Items in the bill- If the customer wants to return all the items in the bill, then select this option. [In case of Scenario 1, you need to select this option.] Then click OK.
      
      
7. In the Edit Quantity window, you can change the quantity of each item that is being returned. Then click OK.
   
   
8. This will take you back to Select Item window. If you want to return another item, repeat the process again or else click on Close.
   
   

9. If you select the Return All Items in the Bill option, then all the items with all its quantity will be placed directly in the billing area.

   Note: In the billing area, the quantity is shown in negative, which marks it as a return.

10. Observe that the prompt on the toggle button - Return has now changed to Sale.
    
    

11. You might need to provide a reason in order to return the product.

    Note: Return reason may or may not be made mandatory from HO.

12. Click the Payments button (F8). In the Accept Payments window, make the following transactions - the customer can either be issued a credit note of the same amount as the value of the returned goods or the customer can opt to make fresh purchase choices.  Click on Issue Credit Note and Save, if the customer has purchased something of a lesser amount.
    
    

13. Bill saved successfully - message is displayed on the screen.