Help System

Processing Returns in the POS

Returns Processed in the POS Module are handled on a TRANSACTION basis. This means that in order to RETURN any items from a previous transaction, you MUST HAVE THE TRANSACTION NUMBER AVAILABLE. Usually, this means that the customer is required to bring in his or her receipt in order to have a return processed, and this is not an uncommon policy. For customers with unique records, you can look up a customer history to find transaction numbers as a courtesy, should the customer have forgotten their receipt. The best way to learn how to process a return is with an example:

Pictured on the left is an example Receipt for Transaction #50330 from the Chicken Hawks Baseball Club. In fact, this receipt was generated using the default failsafe format built into Trak Pro. You can tell it is Transaction 50330 in three places: It says it near the top, between TIME and OPERATOR. It says it in large numbers at the bottom. It has a large barcode we could scan.

We see that the customer has purchased quite a few souvenir tee shirts, to the tune of $178.38. He complains that one of the LEAGUE tee shirts is stained, and since we have no others in his size, he wants a refund. He also states that his cousin's sister's boyfriend's mother in law cannot wear one of the All Star shirts, because it is the wrong size, and he wants to return that also.

Since the customer is ALWAYS RIGHT, we process his return at the POS Station right away...

First we click on the MANAGER FUNCTIONS button on the POS Control Panel.

This will bring up the Managers Functions Panel:

Click on the PROCESS RETURN on the far right:

This will invoke the RETURN SEARCH SCREEN (which has been selectively compressed to better fit in the HELP screen):

The Return Search Screen is set up to make it easy to find past transactions. If you have the receipt in front of you, the simplest way is to just type in the Transaction ID. The details for that transaction will appear in a manner like this:

For each item you wish to return, check the check box on the left.

When you have selected all the items you wish to return, click the RETURN ITEM(S) button.

The items to return are entered into your Shopping Cart. Click the CLOSE MANAGER FUNCTIONS button:

At this point, you could continue to SELL the customer additional items, as Trak Pro allows you to conduct SALES and RETURNS during a SINGLE transaction. When you have taken care of ALL the customer's needs, click the CHECK OUT button.