98 lines
5.7 KiB
HTML
98 lines
5.7 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Receipts">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Returns and Exchanges from Customers</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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img.hcp2 { border:none; }
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ul.hcp3 { list-style:disc; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;"><span style="background-color: #008000;">Returns and Exchanges from Customers</span></p>
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<p class="Help-Text"><a href="receipt1022.htm">Display Customer Purchase History</a>  <span style="color: #c0c0c0;">|</span> <a href="receipt_sales_history.htm">Sales History</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Merchandise returns and exchanges are recorded on receipts.</p>
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<p class="Help-Info-Line">To process a merchandise return or exchange:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Follow the basic procedure for <a href="receipt1005.htm">Making a Sale</a>, listing the return items on a sales receipt and clicking <span class="hcp1"> Return Item</span> to make the quantity negative.</p>
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</li>
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</ol>
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<p class="Help-Indent"><img src="../image/return_items.gif" alt="" width="588" height="68" border="0" class="hcp2"></p>
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<p class="Help-Indent" style="font-weight: bold;">OR</p>
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<p class="Help-Indent">In your sales history, find and select the original receipt and then select <span class="hcp1">Accept Return/Exchange</span> from the I Want To menu.</p>
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<ul class="hcp3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">The Take Return/Exchange wizard is opened, with the items and prices from the original receipt listed. Select the check box in the <span class="hcp1">Return</span> column for the items being returned and then click <span class="hcp1">Add Selected Items</span>. The selected item(s) are added to a new receipt with a return quantity of one (- 1) and at the same price as the original sale.</p>
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</li>
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</ul>
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<p class="Help-Indent">     <img src="../image/return_items2.gif" alt="" width="524" height="261" border="0" class="hcp2"></p>
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<ul class="hcp3">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If you select <span class="hcp1">Accept Return/Exchange</span> before selecting a receipt, the initial page of the wizard is a receipt search function. Enter the customer name or another search keyword to find the original receipt and then proceed as above.</p>
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</li>
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</ul>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the new receipt, adjust quantities of returned items if necessary and list any new purchase items.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Enter any other requested item information, such as serial numbers (Pro).</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Take payment or give a refund as appropriate:</p>
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<ul class="hcp3">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If money is due the customer, it is suggested as cash change. Click a different payment type button to give the refund by another method. Ensure that the refund option is selected in the payment dialog.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Refunds cannot be made to a debit/ATM card. Refund the amount as cash, gift card/certificate, or another method per your store policy.</p>
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</li>
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</ul>
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</li>
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</ol>
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<ol start="5" style="list-style: decimal;">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Save and print the receipt.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can sell new items on the same receipt on which you are accepting returns. Simply take payment or give change based on the net total of the receipt .</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If integrated with QuickBooks Desktop financial software and the exchange is for a charge account customer, be aware that putting both return and sales items on a single receipt will create only one document in your financial software, based on the net amount of the receipt. If negative, a customer payment or credit memo is created. If positive, a customer invoice is created. If you always want customer payments/credit created for returns and invoices for sales, record returns and sales on separate receipts.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The item(s) returned by the customer are added back to inventory. If the merchandise is unsalable, you should create a quantity <a href="../qbpos_adjustments/memosoverview.htm">adjustment memo</a> to remove it from inventory or a <a href="../qbpos_receiving/voucher_returns.htm">return voucher</a> if the merchandise is being returned to your vendor for credit.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="receipt1022.htm">Display a customer's purchase history</a></p>
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<p class="Help-Main-Topic-Links"><a href="receipt1005.htm">Make a sale</a></p>
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<p class="Help-Main-Topic-Links"><a href="receipt1012.htm">Reverse a receipt</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_receipts.htm">How receipts are transferred to QuickBooks Desktop financial software</a></p>
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</body>
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</html>
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