Returns, Exchanges & Loyalty
3 answers in this category.
Who this category is for
Cashiers, returns staff, branch managers
How to use this category
- Search the original sale or stock context before creating a return.
- Choose the correct refund type, handling path and supplier action.
- Review customer points or exchange history whenever the after-sales path is not straightforward.
What to remember
- Points refunds need a linked customer profile.
- Supplier return value is only meaningful after the dispatch step is actually completed.
- Returns on credit invoices need extra care because not every path is allowed immediately.
How do I create a return for a sold item?
Open Create Return, locate the original sale or item context, choose the correct return method and refund handling, then save the return and review it in the returns list.
How do I send returned stock back to a supplier?
Use Supplier Return Dispatch after the return decision is approved, select the items going back, confirm the supplier-side value, then save the dispatch record.
How do I check a customer's loyalty points before using them?
Open Customer Points, find the customer, review the current balance and recent movement, then open the points ledger if you need transaction-level detail.