SalonRunner

How to do a Return

Proceed to: Ticket List



How to return a product or a service:
1.     Click the Return Ticket Button
 
2.     Enter the client’s name. Disregard the “Item Not Tracked” box unless you are willing to give refunds for items you do not carry.
 
3.     Click Continue to proceed to the next page of the client record.
 
4.     In the Product History section, locate the product being returned and click on the return arrow icon next to it.
NOTE: You may need to return more and do so by using the return more button. 

5.    Click OK
6.     On the “Return Ticket”screen, click Refund Payment.
 
7.     On the “Collect Payment” screen, click the amount column next to the method you’re reimbursing the client (cash or credit card),
 
8.    Click Finish
 
9.    The item will automatically be returned to inventory.
 
Please note: If you do not want the product returned to inventory (for instance because it’s been damaged or opened), after processing the refund, use the Inventory Use button as described below. It will remove the item from inventory.


Products returned but not returned to inventory:

1.     Click on the Inventory Use in Tickets
 
2.     Enter the SKU or name of the product being removed from inventory.
 
3.     Click on the correct product in the drop-down.
 
4.     Check to make sure the name of the employee removing the product and the quantity are correct.  Click Add Items.
 
5.     Repeat for any additional Items.
 
6.     When done, click Add Items again and then OK in the pop-up.
 
7.     A house account ticket will be automatically created and moved directly to the Closed Tickets window, and the item(s) are removed from inventory.
 


Return product and purchase another (exchange):

First, process the returned product as a refund. For the new product, if the client has no open ticket for services that day to which you can add the new product (or is a walk-in), create a retail-only ticket.

1.     Click New Ticket button at the left of the screen, select the client name (or add a new client), and process the checkout ticket as usual.
 
2.     If the returned item is damaged or opened and you don’t want it returned to inventory, after you’ve processed the refund, use the Inventory Use button to remove it from inventory as shown above.
 
3.     Apply the cash return in the product return to the new ticket with the new product.
 
 

Returning Specials (Packages/Memberships):
 
1.     Click the Return Ticket Button
 
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2.     Click Continue to proceed to the next page of the client record.
 
3.     In the Specials History, locate the special being returned and click on the return arrow icon next to it.
 
Note: This will automatically create a return ticket for the special(package/membership).
 
4. On the Return ticket select Refund Payment.
 
5.  On the “Collect Payment” screen, click the amount column next to the method you’re reimbursing the client (cash or credit card)
 
Note: For a package that has had services used from it. You will have to return the service first.


 
 

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