Returns

It facilitates the process of returning purchased items, ensuring customer satisfaction, correcting transaction errors, and updating inventory accurately. It allows businesses to handle returns efficiently while maintaining trust with customers.

3 Types of Return in Flax:

Invoice Return - refers to the process of returning a product or items from a previous purchase based on the original invoice. The return is linked to a specific invoice, allowing businesses to track the transaction accurately and update inventory levels accordingly.
Item Return - An Item Return is the process of returning a specific product from a previous purchase. It also allows the customer to return one or more individual items from an invoice. Note that this return will be processed as store credit only.
Unreferenced Return - An Unreferenced Return is the process of returning a product without linking it to a specific invoice or previous transaction. This type of return is typically used when there is no receipt or order reference available, and the return is processed manually in the POS system.

Steps to process an Invoice Return:

Search for the customer who wants to process a return.
Click the purple return icon on the right side of the page.
Select Invoice Return.
You'll be prompted to search for the invoice; you can either scan the receipt or manually search by entering a date.
The available invoice will appear; click on the "Start return" button for the selected invoice.
The invoice will display all items; you can choose to return all items or select specific ones, then choose a return reason.
Click submit, and you will be returned to the cart with a negative quantity for the items you wish to return.
Once everything is correct, click Checkout and choose a tender to complete the return.

Steps to process an Item Return:

Look up the customer who wants to process a return.
Click the purple return icon on the left side of the page.
Choose Item Return.
Scan the item you wish to return and click Submit. Ensure the item is from a previous purchase, as returns will not be processed otherwise.
Select a reason for the return and click "Add all to return."
After the item is successfully added to the cart, click Checkout to complete the return.

Steps to process an Unreferenced Return:

Find the customer who wants to process a return.
Click the purple return icon on the left side of the page.
Choose Unreferenced Return.
Scan or search for the item you want to return and enter the correct quantity.
Click Checkout and select the tender for the return to complete the process.