Adding / Editing Reasons for Refunds

We have a video guide on setting up refund reasons - 🎬 Point Of Sale - Refunds, No Sales, Previous Sales

Through Point of Sale

1. In the Point of Sale screen, process a refund.
   For instructions on processing a refund, click HERE.
2. When the Reason For Refund screen appears, press [Insert] on your keyboard.
   
3. Enter a description for the refund reason.
   
4. Click OK.

Through General Setup

1. On the top menu bar of Retailer, click on Setup -> General.
2. On the top-left, click on No Sale / Refund.
3. Under the refund section, click on the Add button.
4. Type in a reason for refunds.
5. Continue adding as required and click Save when you are finished.
   
6. When processing a refund, you will then be able to select from one of those reasons.
   

Click HERE for more information on processing a refund sale.

Refund Reasons can be turned off in Setup -> System -> General. Untick Refunds Require Reason

• Related Articles

• Adding / Editing a Payment Type

  We have a video guide on setting up Payment Types in Retailer - ? Setting Up Payment Types When completing a sale you can assign the sale to different pay types to make it easier to reconcile your takings. To set up a new payment type follow these ...

• Adding / Editing Categories

  We have a video guide on adding categories in Retailer - ? Adding Departments and Categories Adding a Category From the main screen of Retailer, click on Stock -> Suppliers and Departments. Click on the magnifying glass button to locate the ...

• Adding / Editing Departments

  We have a video guide on adding departments in Retailer - Adding Departments and Categories Adding a Department From the main screen of Retailer, go to Stock -> Suppliers and Departments. Click on Add to add a new department. The Department Wizard ...

• Adding / Editing a Supplier

  We have a video guide on adding suppliers into Retailer - Adding Suppliers Add A New Supplier In certain fields that ask for a Supplier, press the 'Insert' button on the keyboard to open the 'Add Supplier Wizard' To add a new supplier into Retailer, ...

• Staff Initials

  The use of staff initials in Retailer allows you to: Track and compare sales performance by staff member Track sale cancellations and deletions. If you are wondering "How do I stop sales asking for Staff initials?" or wish to stop the Staff Initials ...