Use the following procedure to set up your system to always issue a store voucher (a store credit or gift certificate) whenever cash customers return merchandise (a cash customer is defined as an account that start with *(asterisk) or a non-asterisk account whose Charge Allowed field in Customer Maintenance is NOT Y). This feature does not include orders or special orders that invoice to a negative amount due to credit items, nor does it apply to deposit refunds.
If you don't want to ALWAYS issue a store voucher on cash returns, but would rather decide on a case-by-case basis, follow the procedure in the topic "Setting Up Store Vouchers."
Follow the procedure in the topic "Setting Up Store Vouchers". Then continue with this procedure.
Display all POS Options in the Options Configuration window.
A list of POS options displays in the grid, including the options for setting up store vouchers.
Set the option Store Voucher required on a POS Refund to reflect the Alternate Tender Type you have set up for in-store credit or gift certificate. For example, if Alternate Tender Type "3" is set up for in-store credit, set this field to 3.
Click Change.
Give security bit 684, ""(MO) Ability to bypass mandatory tender(s) on POS Refund” to employees who have permission to make exceptions to the store voucher policy. Some circumstances when an override may be necessary are when a customer insists on a cash refund, or if you are creating a transaction reversal on a cash sale to back out a mistake. For more information about adding security bits, click here.