Shortcuts Fusion Refunding - Shortcuts Software

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Oct 12, 2016 ... If a client wants to purchase a new item in place of the refunded item, you can save time by processin...

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SHORTCUTS FUSION POINT OF SALE REFUNDING

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CLINIC

Last updated 12 October 2016 By Erin Lewis Product: Shortcuts Fusion Software version no: 8.0.16.1 Document version no: 1.0 Country: Australia

CONTENTS REFUNDING VIA CLIENT HISTORY . . ................................................ 1 PROCESSING A REFUND AND A NEW ITEM AT THE SAME TIME.. ... 4 REFUNDING VIA NEGATIVE LINE . . .................................................. 7

ABOUT THIS DOCUMENT Shortcuts makes it easy to process a refund for a client. The refunding feature ensures that all refunds are recorded in your transaction list, the client’s history and product movement history. If a client wants to purchase a new item in place of the refunded item, you can save time by processing both at the same time. You also have several options for returning the payment to the client. For example, you could offer a cash refund, or you could refund the money into the client’s account as store credit. When you are refunding a product, you can specify whether it will be returned to the shelf or discarded, ensuring that your product levels remain up to date.

REFUNDING VIA CLIENT HISTORY

1 2 3

4

Click on the main menu.

Click on the clients icon.

1

3

Select the relevant client. Alternatively, if the client was a walk-in, you can select #walkin from the client list. Click history.

2 4

Page 1

5 6 7

Right click on the item you want to refund. Select refund.

5 6

A message will appear telling you that the client has been transferred to the Point of Sale. Click done.

7

Page 2

8

Click on the Point of Sale icon in the main menu.

A

The item will be displayed in the sale line with a quantity of -1.

9

Click end sale to complete the transaction.

10

Select the payment type to refund to.

11

Select the reason for the refund from the dropdown menu.

12

Select the action for the refunded item from the drop-down menu.

13

A

8

9

Click done.

10 11

13 12

Page 3

PROCESSING A REFUND AND A NEW ITEM AT THE SAME TIME 1

2 3

Once the refund is prepared at the Point of Sale, you will need to add the new item. Click on an empty sale line. Select the relevant employee.

1

Select the relevant item type, then select the new item the client wishes to purchase as usual.

2

3

Page 4

A

B 4

The item that is being refunded and the new item being purchased are now both displayed. Any price difference will be calculated. Process any outstanding balance (if the new item has a higher price than the refund item).

A

4

B

Page 5

5 6

Press end sale.

Select the payment type to refund to (if the refund has a higher price than the new item).

7

Select the reason for the refund from the dropdown menu.

8

Select the action for the refunded item from the drop-down menu.

9

Click done.

5

6 7 8 Page 6

9

REFUNDING VIA NEGATIVE LINE

1

On the Point of Sale screen, click on an empty sale line.

2

Select the relevant employee.

3

1

Select the relevant item type, then select the item you wish to refund as usual.

2

3

Page 7

4

5 6

Once the item has been added to the Point of Sale, click on the relevant cell in the quantity column. Change the value to -1.

7

Click end sale to complete the transaction.

8

Select the payment type to refund to.

9

Select the reason for the refund from the dropdown menu.

10

Select the action for the refunded item from the drop-down menu.

11

4

Click done.

7

Click done.

5 6

8 11

9 10 Page 8

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