There are two ways to mark items as returned when creating a sales receipt.
Option 1: Mark an Item as Returned Directly in the Receipt
Ensure that the required settings are enabled.
While creating the sales receipt, click on the item and mark it as a return item.
Once marked:
A sales return will be created.
A credit note or gift card will be issued to the customer.
The customer can use this credit for future purchases.
If the new purchase amount is greater than the return amount, the customer only needs to pay the remaining balance.
The credit note will be automatically applied to the same receipt.
Drawback:
This method allows users to return any item, even if it was not originally purchased by the customer, as there is no validation.
Option 2: Return Items Based on Customer Purchase History
Ensure that the required settings are enabled.
Link the customer to the sales receipt. A link will appear showing the customer’s previous purchases.
Click the link to view purchase history.
Select items from this list to mark them as returned.
Benefit:
This method ensures that only items previously purchased by the customer can be returned, providing better accuracy and control.