Returns & exchanges

Take goods back, refund the customer, and keep stock and books right.

Sale returns#

Where Sales & POS → Sale returns

Permissions sale-returns.view sale-returns.create sale-returns.edit sale-returns.delete

1. Press New Return and search the original sale by its reference number.
2. Tick the units coming back for each item. The page shows what was Purchased and what remains returnable. Fully returned items are marked.
3. Choose the Refund Method: Cash, Card, Bank, Store Credit or Other.
4. Add notes and press Process Refund. Stock goes back to the warehouse and the refund is recorded.

The page totals returns and the amount refunded. Deleting a return uses Delete & Reverse, which reverses stock and refund amounts and cannot be undone. Import columns: sale_reference, product_code, quantity, refund_method.

Sale exchanges#

Where Sales & POS → Sale exchanges

Permissions sale-exchanges.view sale-exchanges.create sale-exchanges.edit sale-exchanges.delete

Swap items on a sale and settle the difference in one document.

1. Press New Exchange and find the original sale.
2. Under Items Being Returned set the return quantity. Items that cannot be returned show Not eligible.
3. Under New Items Given search and add the replacement products.
4. The page shows Returned value and New items value. Choose a Settlement Method (Cash, Card, Bank or Store Credit) and press Process Exchange.

The list shows the Net for each exchange: money refunded, money charged additionally, or Even. Deleting uses Delete & Reverse.