There are four steps to return a product and give the customer credit for the return:
Step 1: In VMS
- Navigate to the Operations page
- Click on the red circular menu button at the top right corner
- Click Create Invoice.
- Add the route
- Select the POS
- Select Add Items
- On the next screen, select Blank
- Select Add Item
- Select Add Product
- Search for and choose the product being returned
- Once the product is selected
- Enter the quantity as a positive amount
- Enter the price of the item being returned as a negative amount
- Click Done, and then, Create
Step 2: In VMS
- Navigate to the Warehouses page
- Select the Returns Warehouse (If there isn’t a returns Warehouse, create one by clicking Add Warehouse)
- Select Inventory
- Select Start Inventory
Step 3: From Gimme Field
- Click on the three-bar menu button at the top left corner
- Select Warehouses
- Select the Returns Warehouse
- Select Make Inventory
- Enter the returned product's name in the search bar or use the barcode scanner to scan the item
- Select the unit of measure for the product
- Enter product amount
- Select the < icon
Step 4: In VMS
- Navigate to the Returns Warehouse
- Select the in-progress inventory
- Select Review & Finish Inventory
- Go to the Transfers tab
- Select New Transfer
- Select the warehouse that the product was originally in
- Search and select the product
- Enter the amount, and select Move
- Select Complete Move
You can verify the product's return by searching it under stock balances and selecting the product to see the activity within each warehouse