coreSTORE - Sales: Processing a Partial Return Inside of coreSTORE
When processing a partial return, like any return, it's crucial to use the original sale ID if possible. This way, the client won't need to present their card, reducing the risk of fraud and ensuring that the refund is sent back to the same card used for the purchase. Below, you'll find the best method to perform a partial return from a sale ID that contains multiple line items.
Finding the Sale
Go to the dashboard, click on "Sales," and choose "New Sale." In this example, we'll search for a specific sale ID from the three-dot menu. You can also find sales by checking a client's record or running a sales report with specific queries.
Click on Lookup Receipt
Scan or Type in the Sale ID
Click on Lookup Receipt
Click on Create Return
Delete the Item/Items That Are NOT Being Returned
Process the return as usual, once only the items you want to return are left on the Screen
Finding the Sale
Go to the dashboard, click on "Sales," and choose "New Sale." In this example, we'll search for a specific sale ID from the three-dot menu. You can also find sales by checking a client's record or running a sales report with specific queries.
Click on Lookup Receipt
Scan or Type in the Sale ID
Click on Lookup Receipt
Click on Create Return
Delete the Item/Items That Are NOT Being Returned
Process the return as usual, once only the items you want to return are left on the Screen
Updated on: 06/26/2024
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