A customer purchased goods at our store and has come to return them. How do you process a goods return at the point-of-sale register? This article walks you through the process.
Introduction
Warning: using the following procedure, returned goods will be restocked at the current inventory price. If additional stock was received at a different price between the original sale and the return, the issue price and the return receipt price will differ.
In cases where stock is received at different prices between the original issue and the return receipt, you can activate the advanced parameter paramDobropisujProdejku in the application, which enables the Create Credit Note function at the point-of-sale register. This function creates a standard goods receipt and a credit note in the Issued Invoices register. When creating the document, you must select a document type with the setting Type: Credit Note.
Further workflow acceleration is offered by the advanced parameter paramRefundaceSkladove, which allows you to set a negative stock quantity for a stock item directly in the point-of-sale register window, eliminating the need to open the item detail and set the negative quantity there.
Point-of-Sale Register Setup
First, you need to configure the document type for the point-of-sale register.
If a customer returns goods and you need to enter a correction document into the point-of-sale register, you must have the "Allow goods refund" checkbox enabled under the "Accounting" section in the list of point-of-sale registers.
You can access the settings via the menu Sales > Document Types > List of Point-of-Sale Registers — edit the selected register.
Goods Return Process
Once the document type has been configured, you can enter a new document into the point-of-sale register with a negative quantity. A negative goods issue note will then be generated.
Enter a new document in the point-of-sale register and select the "Specify" option.
The sales item editing screen will open, where you set the quantity returned by the customer as a negative value.
After saving, click the standard "Payment" button. For a credit note, payment method selection is not available — the application assumes cash will be issued to the customer. The application will then prompt you to print the credit note.
The printed document shows the negative quantity and the amount to be refunded.
At the same time, a negative goods issue note was generated in the background, which can be viewed using the "Links" button above the specific sales document.
When you open the referenced stock document, you can see that a goods issue note with a negative quantity was generated — meaning the goods have been returned to stock (equivalent to a positive goods receipt).
Need help?
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