Direct Refund in POS

Connected Business POS can process returns and direct refunds for items that have been purchased on any sales channel. You can refund sales created at the same store, the web store or a different store location.

Using this feature, the item is reintroduced into your item inventory. At the same time, a credit memo is automatically created through the Connected Business backend.

This feature is only available in Connected Business v15 and higher.

1. On the POS screen, tap on the current customer menu located at the top of the screen. A dialog box will display the list of all the customers entered into the system, organized alphabetically. Choose the correct customer profile for the transaction by tapping on the name.

   

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2. Next, tap on the dropdown menu specifying the transaction type, located at the upper right part of the POS screen. Choose Return for this transaction.

   

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3. Find the returned product from the item list on the POS. Tap on the correct product to the send it to the cart.

   

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   Connected Business can only process the refund of bundle, assembly or kit items if all the individual components of the products are returned. CB cannot process bundle, assembly or kit items if one or more of the components are missing.

4. Tap on the quantity (Qty) column located at the register to indicate the number of items returned.

   

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5. Tap on the item labeled Total Tax located under Subtotal. This will launch a dialog box which will allow you to choose the tax scheme that need to be applied to the refund transaction.

   

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6. You can also tap on the product name listed in the register to display more detailed information.

   

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7. When all the relevant details have been accomplished, tap on the Complete button to finalize the refund.
   
   

8. Connected Business will print a receipt detailing the refund transaction.

   

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9. This transaction will create a Credit Memo on the Connected Business backend. To access the document, go to Customer > RMA/Credit > Find Credit Memo.

   

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10. The created credit memo will include details of the transaction, including the items that have been refunded.

    

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