Returns on Helios 11

summrtan · 07-03-2004, 03:24 PM

Andy,
First of all it was nice to finally meet you in person in Vegas. There was a question I had but forgot to ask. Is there a way to deal with Product returns or service refunds) in V11? If there is I'm not finding it. If not is that one of the things Tony has on his 200+ list?
Lee

Cutting Edge · 07-04-2004, 11:58 AM

summrtan
you can void the sale from History-it will tell you how much to give back. Or you can set up your own Refund code--use a negative number when putting in the price.

summrtan · 07-04-2004, 02:32 PM

The problem is we don't give cash back. Is there a way to give the refund due back as Prepaids?

Cutting Edge · 07-06-2004, 01:02 AM

Good that you don't give cash back--neither do we. I don't think its a good habit to get into.

Do the void or refund code & then do prepaid sales code. (Not real sure if you can do it all in one transaction. You may have to end sale & bring person back up and put it in as a prepaid.) Not in front of Helios right now so not exactly sure on 1 transaction or 2.
Hope this helps you.

summrtan · 07-06-2004, 11:02 AM

If it is voided does that put product back into inventory? Also if it is commissionable will it make the proper adjustments in employee reports?

Andy · 07-07-2004, 07:56 AM

Lee .... Cutting Edge suggestion above is right ... just the wrong order ... sell Prepaids for the amount that will be refunded FIRST ... then do the REFUND sales code. If you do the REFUND first system will demand you end the sale once you are in a negative total position. So sell Prepaids then do the Refund you will be back to ZERO total for end sale ... sales will be reduced and client will have Prepaid value to use in future.

This does not work with VOID from a previous sale because you can not void when you are in a new current session ... but I would not use VOID in this situation anyway because the transaction will then disappear from original days sale.

You may want at least two Refund sales code one for Lotions/Products and another for Services ... especially if taxes are handled differently.

YES Lee the concept of an "Inventory Return" is on the list of 200+ items ... I will be with Tony on Friday of this week ... I will discuss this again.

My suggestion has been to allow Qty to be negative and if it is ask the question "Do you wish this item return to stock" and then take the appropriate action. To do this the Inventory Cost needs to be stored on the transaction rather than calculated at time of reporting from the current inventory cost ... but that is another issue.

summrtan · 07-07-2004, 09:40 PM

What would you due in the case of a return from a previous day? Our policy is no returns but for some customers you sometimes have to bend the rules. It would be nice if you could do a return and have helios give you the option of crediting to prepaids. The way it treats unused portion of Gift Certificates.

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07-03-2004, 03:24 PM	#1 (permalink)
summrtan Join Date: Jun 13 2002 Location: N CAL Posts: 433 Rep Power: 7	Andy, First of all it was nice to finally meet you in person in Vegas. There was a question I had but forgot to ask. Is there a way to deal with Product returns or service refunds) in V11? If there is I'm not finding it. If not is that one of the things Tony has on his 200+ list? Lee

07-04-2004, 11:58 AM	#2 (permalink)
Cutting Edge Join Date: Nov 28 2003 Posts: 109 Rep Power: 5	summrtan you can void the sale from History-it will tell you how much to give back. Or you can set up your own Refund code--use a negative number when putting in the price.

07-04-2004, 02:32 PM	#3 (permalink)
summrtan Join Date: Jun 13 2002 Location: N CAL Posts: 433 Rep Power: 7	The problem is we don't give cash back. Is there a way to give the refund due back as Prepaids?

07-06-2004, 01:02 AM	#4 (permalink)
Cutting Edge Join Date: Nov 28 2003 Posts: 109 Rep Power: 5	Good that you don't give cash back--neither do we. I don't think its a good habit to get into. Do the void or refund code & then do prepaid sales code. (Not real sure if you can do it all in one transaction. You may have to end sale & bring person back up and put it in as a prepaid.) Not in front of Helios right now so not exactly sure on 1 transaction or 2. Hope this helps you.

07-06-2004, 11:02 AM	#5 (permalink)
summrtan Join Date: Jun 13 2002 Location: N CAL Posts: 433 Rep Power: 7	If it is voided does that put product back into inventory? Also if it is commissionable will it make the proper adjustments in employee reports?

07-07-2004, 07:56 AM	#6 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,760 Rep Power: 9	Lee .... Cutting Edge suggestion above is right ... just the wrong order ... sell Prepaids for the amount that will be refunded FIRST ... then do the REFUND sales code. If you do the REFUND first system will demand you end the sale once you are in a negative total position. So sell Prepaids then do the Refund you will be back to ZERO total for end sale ... sales will be reduced and client will have Prepaid value to use in future. This does not work with VOID from a previous sale because you can not void when you are in a new current session ... but I would not use VOID in this situation anyway because the transaction will then disappear from original days sale. You may want at least two Refund sales code one for Lotions/Products and another for Services ... especially if taxes are handled differently. YES Lee the concept of an "Inventory Return" is on the list of 200+ items ... I will be with Tony on Friday of this week ... I will discuss this again. My suggestion has been to allow Qty to be negative and if it is ask the question "Do you wish this item return to stock" and then take the appropriate action. To do this the Inventory Cost needs to be stored on the transaction rather than calculated at time of reporting from the current inventory cost ... but that is another issue.

07-07-2004, 09:40 PM	#7 (permalink)
summrtan Join Date: Jun 13 2002 Location: N CAL Posts: 433 Rep Power: 7	What would you due in the case of a return from a previous day? Our policy is no returns but for some customers you sometimes have to bend the rules. It would be nice if you could do a return and have helios give you the option of crediting to prepaids. The way it treats unused portion of Gift Certificates.

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