How To: Standard Return Process – Returning TW Merchandise (TW)

Overview

This tutorial describes how to return items on a Take With transaction.

Video Tutorial

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

Scenario: A customer wants to return a piece of merchandise that they purchased a short time ago.

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  1. In the Type of Sale field, select TW–Take With from the drop-down menu.

  1. In the Salesperson #1 field, enter the salesperson processing the return.

  1. In the BillTo# field, enter a valid customer number. The corresponding customer information appears.
    • If the customer number is not on file, the Customer Maintenance box appears to allow you to set up the new customer.
    • To search for the customer number, click the Search button.

  1. Click the Detail tab.

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  1. In the Item Number field, enter the item that is being returned.
    • To search for an item number, click the Search button.

  1. In the Quantity field, enter the quantity to be returned as a negative number. For example, if the customer is returning one item, enter “-1” in this field (the “-“ always appears to the right of the number).

  1. Press Tab to move through the P/U Loc, Type, Each Price, Disc%, and Extension fields, or press Enter to skip those fields.
    • You can modify the information in any of these fields.

  1. In the Serial# field, enter a serial number for the item.
    • If the item does not require entry of an A-Flag or B-Flag serial number, this field does not appear on the screen.

  1. Click Accept or press Enter to add the return line to the transaction.

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  1. If Reason Codes are set up and activated on your system for returns, the above screen appears.

    If Reason Codes are not set up and activated on your system, skip to step 13.

  1. Select a reason for the return.
    • The reason codes that appear on this screen are set up in the Order Maintenance Reason Codes selection (02-08-90-04).

  1. The fields that now appear on the screen vary depending on how the reason codes are set up. Enter the required information (Employee Number, Markdown Code, etc) and click Done.

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  1. The returned item appears at the bottom of the screen. Repeat steps 5-12 until all items are returned.
    • If the customer must pay a restocking fee, enter the restocking fee in the Item Number field and process the item as you normally would.

  1. When you are finished returning items, click Done to move to the Tender Entry box.

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  1. In the Tender Entry box, select the refund method from the Payment Type drop-down menu.

  1. The amount to be refunded to the customer appears in the Amount field as a negative amount. Accept or modify the refund amount for the selected payment (refund) type.
    • For information on how to split a refund between multiple payment types, please see the “Entering Payment Information” section.

  1. Enter the required information for the payment type. In the above example, the refund is being issued to the customer’s credit card. The card type, last 4 digits of the credit card and the authorization number must be specified.

  1. Click Accept and the payment appears in the register.

  1. When you finish entering all payment information, click Done.

  1. Depending on how your Invoice Preferences (02-18-01, Field 8) are set up, one of the following now occurs:
    • The invoice is automatically printed
    • Invoice print is automatically skipped
    • You can choose to print or not print the invoice
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