Returns & Exchanges
Flax Enterprise Configuration App · Process guide
A referenced return is made from an existing sales document (with receipt); an unreferenced return is made without one. Most return settings let you treat the two differently.
Who can make returns
Role Settings > Returns. Choose the role in Configure role, then save with Save Configuration.
Role Settings > Returns
| Setting | What it does |
|---|---|
| User is allowed to start a return: Referenced (from an existing sales document) | Lets the role start a return from an existing sale |
| User is allowed to start a return: Unreferenced | Lets the role start a return without an original sale |
| User is allowed to return non-refundable items: On a referenced return | Lets the role return items marked non-refundable on a referenced return |
| User is allowed to return non-refundable items: On an unreferenced return | Lets the role return items marked non-refundable on an unreferenced return |
| Return policy number of days | Shown to the cashier at the POS as information. It does not stop the cashier from starting a return on an older sale |
Return pricing and exchanges
General settings > Returns, saved with Save.
General settings > Returns
| Setting | What it does |
|---|---|
| Allow discount and tax adjustments: Referenced return | Lets cashiers change discounts and tax on a referenced return |
| Allow discount and tax adjustments: Unreferenced return | Lets cashiers change discounts and tax on an unreferenced return |
| Allow exchanges: Referenced return | Lets cashiers turn a referenced return into an exchange |
| Allow exchanges: Unreferenced return | Lets cashiers turn an unreferenced return into an exchange |
| Custom payment type to use for balancing exchange transactions | Payment type shown on the exchange receipt and credit invoice to balance the exchange amount. Credit is used when none is selected |
The Gift cards section of this tab is covered in Gift Cards.
Refund tenders
Role Settings > Payments: Allowed tenders on return with receipt and Allowed tenders on return without receipt set which tenders the role can refund to, with limits and required details. Enable original tender flow sends referenced refunds back to the original sale's tenders. See Payments & Tenders.
Role Settings > Payments: Allowed tenders on returns
Customer details on referenced returns
Location-level, in Locations & Devices > Location Settings > Payments > Payment capture. Choose the location in Configure location, then save with Save Configuration.
Location Settings > Payments: Payment capture
| Setting | What it does |
|---|---|
| Capture extra information for specific payment type in referenced return | On a referenced return refunded to a specific payment type, the customer must provide their name (recipient's name), address (line, city, state, ZIP) and phone number. All fields are required |
Related settings
- Return reason codes: see Reason Codes.
- Start Return and Start Exchange grid buttons: see POS Screen Layout.
- The after-payment screen always appears when a sale creates more than one document, such as an exchange: see Payments & Tenders.