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PT
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Omnia
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Evolution
It is possible to make returns on the POS with the credit documents and, later, use the credit from the return.
Make returns
A return is a previous sale base document that, after being identified, must be suggested as the credit document being used.
If there is no identification for the sales document, it must be possible to fill in the credit document, and in that case the procedure is the same as the usual sales document.
To make a return, follow these steps:
Make returns on the ERP
- Access Marketing & Sales | Sales | Resources | Tables |Points of Sale | Points of Sale | Returns;
- In the tab Returns, specify a document and the corresponding seriesfor returns to be recorded in current accounts and/or returns in cash;
- Click Save.
Perform returns in the point of sales
- Access Documents | Returns;
- Specify the Numberof the original document;
- Specify the document Type and Series. By default, the document that already exists in the editor.
- Specify the Nature of the return document (record on the current account or return cash);
- Click Confirm.
After identifying and depending on the permissions setup on the Administrator, the return document is automatically filled in based on the sales document. If there is a partial return, all items that are not to be returned must be removed from the document (editor).
Using a return credit
To use the credit from a return on the POS, you must have at least one return performed and the return documents must be correctly set up and available to use on the POS.
To use the credit from a return in the POS, follow these steps:
- Create a new sales document;
- Identify the Customer;
- Finish the document;
- Click Credit. The credit window is presented with the document total already associated to the available credit;
- Click Confirm;
- Finally, click Save.