How to return an item

Invoice/Quote, Knowledge Base | ID: 6740

In many stores, a cashier scans the return item and types a quantity of -1. This process does not guarantee that the item was purchased at your store or that the refund price is equivalent to the paid price. You can recall all transactions to prevent loss from occurring.  See the following four procedures.

If the customer is unknown, and you do not track by customer record in Paladin Point of Sale, follow these steps:

No Receipt Receipt
  1. Open Paladin Point of Sale.
  2. Click the Invoice Quote module.
  3. Click Advanced Lookup or press F1.
  4. Click the History tab.
  5. Select Part.
  6. Scan the part UPC code or type the part number.
  7. Select the correct item by verifying the price paid and the date purchased.
  8. In the Quantity box, enter -1, and then press Enter.
  9. Click Add items to Invoice or press F8.
  10. Complete the transaction.
  1. Open Paladin Point of Sale.
  2. Click Invoice Quote.
  3. Click Advanced Lookup or press F1.
  4. Click the History tab.
  5. Scan the receipt barcode or type the invoice number.
  6. Select the returned item.
  7. In the Quantity box, enter -1, and then press Enter.
  8. Click Add Items to Invoice or press F8.
  9. Complete the transaction.

If the customer is known, and you track by customer record in Paladin Paladin Point of Sale, follow these steps:

No Receipt Receipt
  1. Open Paladin Point of Sale.
  2. Click Invoice Quote module.
  3. Enter the customer’s name or account number, or press F1 to search for a Customer.
  4. Select the customer account, and then click Advanced Lookup or press F1.
  5. Click the History tab.
  6. Select Part + Customer.
  7. Scan the part UPC code or type the part number.
  8. Select the correct item by verifying the price paid and the date purchased
  9. In the Quantity field, enter -1, and then press Enter.
  10. Click Add Items to Invoice or press F8.
  11. Complete the transaction.
  1. Open Paladin Point of Sale.
  2. Click Invoice Quote module.
  3. Enter the customer’s name or account number, or press F1 to search for a Customer.
  4. Select the customer account, click Advanced Lookup or press F1.
  5. Click the History tab.
  6. Scan the receipt barcode or type the invoice number.
  7. Select the returned item.
  8. In the Quantity field, enter -1, and then press Enter.
  9. Click Add Items to Invoice or press F8.
  10. Complete the transaction.

 

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Printed on: 7/20/18