(Returns Validation users only)
This topic describes a streamlined method of processing returns for customers using the receipt or credit card from the original purchase.
(Optional, but recommended) Set option 9537 “Returns Validation with Receipt” to Receipt (or C for original bankcard card, or B for both receipt or bank card.
If you set option 9537 "Returns Validation with Receipt" to B (both) or C (credit card), the first time you use streamlined returns, you must:
Stop and restart the POS File Update Manager (FUM) in Network Access function SSM
Run the Osprey Utility LOADAHC, which creates a list of all bankcards used on past transactions so that ‘Return with Bank Card’ will work for transactions done prior to enabling Option 9537 as well as new transactions going forward.
The following gift card options must be set up if you want to be able to perform credit card returns without the credit card present.
9287— Gift/Cash Card Allowed on POS Refund – Set this option to Yes.
9288—SKU to use for gift/cash card on POS Refunds – In this option, enter the SKU you have set up to use when you issuing gift cards/gift card returns.
In POS, click Credit. The Select Return Method dialog displays.
If you select Return with Receipt, the system displays a dialog for scanning the barcode on the original purchase receipt or invoice. Scan the barcode or type the document number from the receipt or invoice, and click OK. Note: To print the document barcode on the receipt, you must have option 8111 Print Document Barcode On 40 Column Receipt set to Y. To print the document barcode on the invoice, you must use an enhanced form and have option 7547 Enhanced Form barcode prints for invoice documents set to Y.
The system allows only one receipt to be scanned at a time for returns. If the customer is returning multiple items on different receipts, you must complete a separate return transaction for each receipt.
If you select Return with Bank Card, the system displays a dialog for swiping the bank card used on the original purchase. Swipe the card or type the card number and click OK.
Select Return with No Receipt and the standard Return Validation dialog displays. This screen lists the eligible returns for the customer.
As each return is posted, Eagle finds that item on the original transaction.
You will be asked for the return type and return reason (optional). Eagle then automatically posts the return against the transaction.
Note the following:
If the SKU being returned is not on the transaction receipt scanned or was already returned, a system message provides this information and gives you an opportunity to cancel or continue.
If you answer Yes to continue, the system displays the regular Returns Validation dialog, which shows the eligible returns of that item for that customer.
To clear bankcard information from memory (e.g.if the customer forgets something he or she meant to buy), you must void the transaction rather than doing a line-item void . Credit card information is kept if you void the line on the transaction. This applies to both "return with receipt" and "return with bankcard."
If you scan a receipt older than the number of months you set in option 8307 "# of Month's activity to use in Returns Validation," the Receipt Too Old dialog window displays. Click OK to launch a regular Returns Validation.
If a transaction is started for the default cash customer and no returns have been posted, doing a return and scanning an original receipt for a different customer causes the system to automatically change the transaction to be for that original customer. However, if the transaction is started for a customer other than the default, and the receipt for the original purchase has a different customer, the system displays a message with this information.
Click Yes to change to the original customer and do the return. Click No and the system asks whether the return should be made against the original transaction even though it is for a different customer. Answer Yes to post the return against the original transaction. Answer No to not post the return.
If the SKU being returned is on the original transaction multiple times (or on multiple transactions paid for by the same bankcard when you scanned a bankcard for the return), the system displays the regular returns validation dialog, listing only the instances of that SKU on that original transaction. Select the instance of that SKU to use for the return.
If security bit 963 “(MO) Allow returns without a receipt/original credit card for cash customer” is set to No and you select Return with No Receipt, a manager override is required to do the return. Once a manager does the override, the system goes into normal returns validation, showing all eligible prior purchases of that item for that customer. A manager override is also required if bit 963 is set to No, and you select Return with Receipt but the item being returned is not on that original transaction or has already been returned.
When you select "return with bankcard" and swipe the card or type the card number, the system looks for all transactions paid by that bankcard regardless of customer number. Typically, a credit card is used by one customer number, thus the list of purchases by that bankcard will be for a specific customer and bankcard. If, however, some purchases of item X are rung up under a different account, such as the default POS customer number (typically set to *5), the list of purchases with that bankcard are now under two different customer numbers. Streamlined Returns goes through the list from oldest to newest and when it finds a transaction containing item X (regardless of customer number) paid by that bankcard.