Issuing a refund with Helios

[Neon Beach]

With one problem solved, I have another. How to issue a refund. I have noticed that there is an "issue credit" in the popup menu under sales, but I have never been able to do anything with it. What's the trick here?

[Andy]

Ignore Issue Credit - has something to do with Credit Card Processing but I have never figured it out

If you are going to do a refund, I suggest you set up two sales codes if necessary and applicable.

One for Tanning and another for Lotions.

You may want to create 2 additional departments for Tanning Refunds and Lotions Refunds if that is important to you.

On the "REFTAN" it is a Service, GST Only, Default Price - Zero - Price Type set to Variable, so you can enter the amount of the refund (in the POS screen system will stop at price - enter amount and then minus sign). NOW THIS IS IMPORTANT - in Minimum enter the Maximum you wish to allow to be refunded with a minus sign. If you leave the Minimum at 0.00 the max refund you can give is 0.00 not much of a refund.

Track the Cashier

And you are done.

On "REFLOT" both taxes GST and PST, set at Product, appropriate Divisions and Department - all else the same. When you save it you will get the warning message that you have not linked the product to an Inventory item - no problem Yes Save.

You could make the Description Variable, so a reason could be entered at POS. You could select and add a Display comment to remind the operator to enter a reason in Description. Max of 25 characters, first 12 show on the Daily Sales Detail report.

On a Tanning Refund, remember you will have to Adjust the sessions and minutes to remove the appropriate values. But do this on a separate sales code (ie: your Transferout) or the amount of the refund will get very complicated. Now you can put it together if you use the little trick I outlined on the other post - set a LOWER unused accumulator to V - variable with 0 in Subtract and Add - will refund amount entered.

If you are selling membership, you should set up a separate "CANMEM" or "REFMEM" that both gives the refund and sets the Membership Days to Variable allowing you to type in a date in POS - expirying the membership on the appropriate day. On this one you will need a separate code for each membership you sell and put the Membership name in BOTH the Bought and Used field. So the Membership will have to be in force to refund (USED) and that membership will be updated with the new expiry date (BOUGHT).


Hope this helps


_________________

Andy Thompson
ACT Business Solutions
Toll-Free 877-777-6717
andy@atso.ca
HELIOS Training On-site and Off-site Set Up Service[ This Message was edited by: Andy @ ATSO.ca on 2002-05-08 23:33 ]

[Neon Beach]

I'll try your suggestions today and get back to you. Thanks again!

[Andy]

One other issue here. If you are giving a refund and the client is also purchasing something.

Enter the new sale first and then the refund. Once a POS transaction is in a Negative Total the system demands that you F5 End Sale.

If you make the new sale and then process the refund it can be done on the one new Sales Ticket.

Hope this helps