How to Process Returns on Tracepos

Tracepos can handle returns for products that have been purchased. To process a return, follow these steps:

1. Go to the Sales section in Tracepos.
2. Select Make a Sale.
3. On the sales register, change the Register mode from Sale to Return.
4. Enter the sale ID.

If you have the original receipt for that item, you can scan the barcode on the receipt or you can type the sale ID.

5. Tracepos will call all the products in that receipt and load it on the Register with negative quantities and all original discounts you gave in the transaction, if any.

The customer name will also automatically be loaded to the sale.

6. Add a payment to complete the Sales Return.

Select the form of payment that you want to use to return the money back to the customer.

Leave the Amount Tendered as it is and click the Add Payment button.

7. Complete the sale.

Click the Complete button to complete the sale.

Note: For security reasons, do not return cash if the transaction was made with a debit card. Rather, ask your bank to reverse any transaction back to the account that initiated the original payment. You may want to discuss this with your bank or payment terminal provider.

8. Print the Return Receipt.

You will be shown a Return Receipt.

You could have manually entered the items and the customer, but recalling the receipt is faster and more accurate. If the customer had only wanted to return one of the items, you could have deleted or edited the items before you finished processing the rest.

Here are some additional tips for processing returns on Tracepos:

• Always ask for the customer’s receipt. This will make it easier to process the return and ensure that you are returning the correct items.
• If the customer does not have their receipt, you may be able to look up the transaction by the customer’s name or phone number.
• If the customer is returning an item that is defective or damaged, you may be able to issue a refund or exchange the item for a new one.
• If the customer is returning an item that is simply not wanted, you may be able to offer a store credit or a discount on a future purchase.
• Always be polite and professional when processing returns. This will help to ensure that the customer has a positive experience and that they will return to your store in the future.