A Credit Return <CI> is used to create a credit to a charge customer or a cash refund to a cash customer. Credit Returns will restock the inventory Quantity on Hand so the item(s) can be resold. To create a Credit Return, you must change the Order Type to <CI>.

NOTE: There is an option, in “POS Defaults & Comments” in SYSTEM MANAGEMENT (10.2.6.2 field 49. Enable CI Checklist, page 3) if enabled will display a series of questions at the Credit Return to validate this process. The generic CASH account prompts are:  Reason, Name of Customer in front of you, Home Phone Number, Does the customer have the original receipt. The program will then retrieve the Previous Invoice data. On the regular CASH account, the only questions that are asked are:  Reason and Previous Invoice Date. All of this information will be recorded in the bottom invoice comments along with a line that will print “Manager Approval ___.” The "old" part number(s) & history may appear in the checklist, if there is not sufficient history for the part(s) being returned. Both regular and Auto Supersedes are taken into consideration when determining customer sales history.

NOTE: You may have the Last Date Purchased, Last Price and the Order Number on the line item displayed. If the price purchased is different than the current price, you may Override the price by entering an <O> and typing in the new price. When determining the sales history on a part that has been returned, the program will search backward through supersede links from the part number being returned. In other words, the customer may have purchased a part that has been superseded since that original purchase. A warning message will be displayed if the customer has never purchased this item. This feature is enabled in “POS Defaults & Comments” in SYSTEM MANAGEMENT (10.2.6.2, field 60. Enable CI-Line Show Hist, page 4).

Note: If a part is setup to "Auto Supersede", then the part is returned using the old part number, these credits will upcount Quantity on Hand using the old part number.

See "Superseding Inventory Entry" (5.1.5) for more details on Auto Supersede.

Restocking Fees on Credit Returns are set up in “POS Defaults and Comments” in SYSTEM MANAGEMENT (10.2.6.2 field 22 page 2). There are two ways of calculating the Restocking Fee – Automatic Calculating and Manual Calculating.

If set up in “POS Defaults and Comments” in SYSTEM MANAGEMENT (10.2.6.2 fields 20 & 21 page 2), the system will automatically calculate the restocking fee based on the percentage entered. The amount of the fee will be displayed. To accept the amount displayed, just press <ENTER>.

Restocking Fees can be either a dollar amount, or a percentage. You may change the fee displayed. If the amount is a percentage, be sure to type the <%> key at the end of the amount. There should be no space between the amount and percent sign.

If set up in “POS Defaults and Comments” in SYSTEM MANAGEMENT (10.2.6.2 fields 20, 21 & 22 page 2) you can manually calculate the restocking fee at this point. The percentage amount to calculate will be displayed. To calculate the amount based on the percentage, just press <ENTER>.