Returns on a New Ticket

This type of return is used when a customer has a new ticket in progress, and wants to return products without voiding or adjusting the original ticket. Most salons that do not care to alter the books for the original ticket, will use this process because it is a simpler process.

Start a new ticket, or open an existing ticket.
Scan the returned product, or enter the product manually.

Double click, or select Edit Item, to adjust the new item. On the adjust screen, select

Click OK, and you will be asked to return the item to stock. You can choose Yes, if you want to increment inventory counts.

You will notice the product will be removed from the total sales for the ticket, and the customer will be credited for the amount of the sale.
Note: For taxable products, the tax is also returned to the customer.

You can now complete the sale.

This method of returning products does not alter the original sales ticket, so you will have sales reported for the period of the original sales, and have the returned amount removed from sales for the period of this ticket.

Returns on Original Ticket

This return process will look up the original receipt, and process the return on that ticket. This process will alter the sales on t he original receipt, and will therefore adjust sales for that period.

To start the process, select Returns from the main cashier window.

At this point, you need to look up the receipt number. You can locate the receipt by the receipt number printed at the bottom of the receipt, or by customer.

Selecting Customer will provide you with a list of customers, and once you select the customer you are returning for, the cashier screen will filter the ticket list for this customer. If you enter a receipt number, it will filter for only that ticket.

Once you locate the ticket, double click, or click Adjust, and you will be taken to the ticket adjustment screen. You can process returns the same way as the New Ticket return process, but the alterations will be made to the original ticket, and will therefore, be made to the sales period for that ticket.

For example, we will return a product on an existing closed ticket:

Select the original product to be returned, and click Adjust, or just double click on the product. Return the product as we did in the new ticket process above. Notice the Charge amount will now be different than the new Total amount, in yellow above.

Since you are altering an existing ticket, you can not cash out the original ticket, since it has been closed. Instead, you can adjust the totals for the ticket, and return cash to the customer. Select Adjust once the items have been returned.

You will now see the totals for the ticket, and the field in Blue indicates the new Cash back amount for the return. You can alter the other tender fields if you need to, for example, returning money to a manual credit card charge. If the totals do not balance, then the Total field will appear in red.

Once the ticket balances, and you are done with your changes, click Ok, and the ticket will be saved.