Overview

This manual provides detailed instructions for processing refunds and returns using The Edge POS system. It covers a range of scenarios, including customers with receipts, registered customers without receipts, and cash customers without receipts. Additionally, it explains how to handle returns for miscellaneous sales or repairs. By following these guidelines, refunds and returns can be processed accurately and in compliance with store policies.

The Edge POS offers flexible options for managing refunds and returns under different circumstances. Key considerations include:

• Customers with Receipts: Ensures accuracy and simplicity.
• Registered Customers without Receipts: Use the Activity tab or the eligible item listing to locate transactions.
• Cash Customers without Receipts: Follow store policy on accepting returns without proof of purchase.
• Miscellaneous Sales or Repairs: Process these refunds through the Misc Sales function.

Adhering to these instructions promotes smooth refund processing and maintains customer satisfaction.

Processing Refunds/Returns

Refunds and returns vary based on the customer's situation. Follow the appropriate steps below:

Customers with Receipts

1. Open the POS screen.
2. Select the salesperson using the dropdown or text box.
3. Search for and select the customer.

Tip: Use a scanner to scan the receipt barcode, which automatically retrieves customer details.

4. Click the Return button in the Item/Service Selection section.
5. Select the checkbox next to the item(s) being returned and click OK

Note: The selected item(s) will appear in the Transaction section with negative values.

TIP: If the item is not in the list click Find and search by receipt and/or SKU

6. Complete the transaction by either issuing a refund or applying the amount to the customer's Money Held account, per store policy.

Registered Customers without Receipts

1. Open the POS screen.
2. Select the salesperson.
3. Search for and select the customer.
4. Click Cust Details.
5. Use the Activity tab to locate the relevant transaction:

• Highlight the transaction and click Return Item to add the item to the POS screen as a return.

• Alternatively, click the Return button to view all eligible items for return.

• On the return screen, select the checkbox next to the item to be returned.

Note: The selected item(s) will appear in the Transaction section with negative values.

6. Process the return by issuing a refund or applying the amount to Money Held.

Cash Customers without Receipts

If a cash customer has no receipt, confirm with store policy whether the return can be accepted without proof of purchase. If approved:

1. Open the POS screen.
2. Select the salesperson.
3. Search for and select the returning customer.

Note: Attach the return to a customer account for better tracking, even if the original purchase was a cash sale.

4. Click the Return button in the Item/Service Selection section.
5. Click Find in the top Right of the Return Screen
6. Enter the item SKU and click Refund this item

7. Complete the transaction by issuing a refund or applying the amount to Money Held.

Miscellaneous Sales or Repairs

Refunds for miscellaneous sales or repairs must be processed through the Misc Sales function.

1. Open the POS screen.
2. Select the salesperson.
3. Search for and select the customer.
4. Click Misc Sales in the Item/Service Selection section.
5. Choose the appropriate department from the dropdown menu.
6. Update the description field in the Transaction section.
7. Enter the price as a negative value.

Note: A negative Misc Sale will require an override password from a manager or Someone of Authority

8. Complete the transaction by issuing a refund or applying the amount to Money Held.