Guide to Single Item Returns in Voice
1. Access the Sale for Return 0:00
● Navigate to the sale that contains the items you want to return.
● Identify the sale with the items sold.
2. Initiate the Return Process 0:09
● Click on the hamburger menu in the interface.
● Select the ‘Return’ option.
3. Select the Item to Return 0:14
● Choose the specific item you wish to return from the sale.
4. Complete the Return Transaction 0:25
● Proceed to add the selected item to the return transaction.
5. Handle Pending Voids 0:35
● If there is a pending void on the sale, remove it to proceed with the return.
6. Choose Payment Method for Return 0:44
● Decide how to return the customer’s money:
○ Via customer balance (e.g., adding to their account).
○ By issuing cash.
7. Process Customer Balance Return 0:52
● If returning via customer balance, check the current balance.
● Click ‘Pay’ to update the customer balance accordingly.
8. Return Additional Items 1:10
● If there are more items to return, repeat the return process:
○ Click on the hamburger menu again.
○ Select ‘Return’ and choose another item.
9. Split Payment for Returns 1:28
● When returning an item, you can choose to split the payment:
○ For example, return part in cash and part from customer balance.
10. Update Payment Mode for Previous Transactions 1:57
● To change the payment mode of a prior transaction:
○ Go to transactions and select the relevant transaction.
○ Update the payment method (e.g., from cash to cash and customer balance).
11. Save Changes and Review Customer Balance 2:16
● After updating the payment mode, click ‘Save’ to process the changes.
● Check the customer balance to ensure it reflects the updates correctly.
12. Conclusion and Future Updates 2:45
● This release includes significant features for handling returns.
● Stay tuned for more updates in future releases.
Link to Loom
https://loom.com/share/ad83d251104f4ac490eea57e77d00001
Standard Operating Procedure for Processing Single Item Returns
Objective
This SOP outlines the steps for processing single item returns in the voice system, ensuring accurate transaction handling and customer satisfaction.
Key Steps
Step 1: Access the Sale 0:00
● Navigate to the sale that occurred.
● Ensure the sale contains the items that need to be returned.
Step 2: Initiate Return Process 0:09
● Click on the hamburger menu.
● Select the ‘Return’ option.
Step 3: Select Item to Return 0:14
● Choose the item you wish to return from the sale.
● Click ‘Proceed’ to add the item to the return transaction.
Step 4: Handle Pending Voids 0:25
● If there is a pending void, remove it before proceeding with the return.
Step 5: Process Customer Refund 0:44
● Decide how to refund the customer:
○ Customer Balance: Click ‘Pay’ to add the refund to the customer’s balance.
○ Cash: Choose to issue cash instead.
Step 6: Return Additional Items 1:10
● If returning more items, repeat the return process:
○ Click the hamburger menu.
○ Select ‘Return’ again.
○ Choose the next item to return.
Step 7: Split Payment Options 1:28
● When processing the return, you can choose to split the payment:
○ Enter the amount to be refunded in cash.
○ Enter the amount to be refunded from the customer balance.
Step 8: Update Previous Transactions 1:57
● To change payment modes on prior transactions:
○ Navigate to ‘Transactions’.
○ Select the transaction to update.
○ Change the payment mode as needed.
Step 9: Save Changes 2:16
● After making updates, click ‘Save’ to process the changes.
Step 10: Review Customer Balance 2:28
● Check the customer’s balance to ensure it reflects the correct amount after the return.
Cautionary Notes
● Ensure that all returns are processed accurately to avoid discrepancies in customer balances.
● Be cautious when issuing refunds that could lead to negative customer balances, depending on system settings.
Tips for Efficiency
● Familiarize yourself with the hamburger menu options to speed up the return process.
● Keep track of pending voids to avoid delays in processing returns.
Link to Loom
https://loom.com/share/ad83d251104f4ac490eea57e77d00001