How to Refund a Customer on POB with a POSaBIT POS
When a customer uses POB to purchase product, then later returns an item from their order, you will be able to do the whole refund through the POS. This process is very similar to refunding a customer who paid with cash. In other words, when a customer pays with POB (card) and returns an item, they will receive the refund in cash.
Product returns are part of any thriving business. POSaBIT offers an upgraded return system that allows you to return items as sellable or unsellable. This will help your store easily separate out and track inventory that can go back on the shelf vs. inventory that needs to go back to the supplier. When it comes time to prepare a return manifest, having the ability to mark an item as unsellable helps the store know the count of exactly how many products they should be expecting to return at any given time.
Looking up the Order
When it comes to completing the actual return at the point of sale, a past order can be looked up one of two ways - from the customer's profile or from the Sales History tab.
If the customer has an existing loyalty profile and the product was purchased recently, look up the customer's profile, find the product from the customer's purchase history, then click on the Purple reciept button next to the listed product.
Alternatively, past orders can always be looked up from the Sales History tab, located in the hamburger menu. If the customer has their receipt, scan the barcode at the bottom of their receipt to easily pull up the exact order.
Returning the Product
Once you've located the order from the customer's purchase history, or the sales history tab, you should expect to see a pop up window with a copy of the receipt, and all of the products listed.
To Complete the Return:
- Select the product(s) that need to be returned, then click the Return button
- On the next screen, you'll be prompted to select a return reason - choose a reason, or select Other if you'd like to type in a custom reason
- Click on the drop-down next to the product and indicate whether it is sellable or unsellable.
- Select the Yes - Return button to finalize the return
- The next screen will tell you how much cash to return to the customer.
Note: POSaBIT does not do refunds for products that were returned where the customer paid with their debit card. The store is responsible for giving the customer cash back for returned product.
For additional assistance please reach out to POSaBIT support @ 1 (855) POSaBIT OR SUPPORT@POSaBIT.COM
