Return faulty products or refund without a product

Return faulty products or refund without a product

Overview

This article will help you return a faulty product or refund without a product.

Faulty products

If a product is faulty, it can be returned to a "holding group." This means that the product will not show in your stock counts, but will be retained in inventory for accounting purposes. Administrators or accountants should write off faulty products at the end of each month and adjust these faulty products out of the holding group.

To return a product as faulty:

  1. Select the menu icon on the top left, and from the Returns section, select No Receipt.

  2. Enter a product into the product grid.

  3. There will be two options to choose from the options Return or Exchange. In this situation, select Return.

  4. Enter a quantity. This should be a negative number.

  5. On the left-hand side, change the radio button to Faulty, then select Add.

The product will now be returned to the Faulty holding group.

View returns for faulty products

To view a list of returned faulty goods via POS you can use the report 'Stock On Hand and Availability' in the Retail Reports Dashboard and then drag across the 'HoldingGroups' box and place it next to 'ProductCode' box.

Then click the down arrow on the right side of the holding groups box and have only 'Faulty' selected.

This will populate a list of all the faulty goods.

Return without a product

If the customer does not return the product, you should not restock the inventory. Instead, you can choose not to bring back any stock by doing the following:

  1. Follow the same steps above from 1 to 4.

  2. Thereafter, on the left-hand side, change the radio button to Do Not Return, then select Add.

The customer will be refunded as normal but no stock will be added back into the inventory.

This procedure can also be used for Credit Notes made directly in the backend.

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