Hi
I am looking for a way i can report a total of refunds just for the register of the returns desk.
I am wondering how do others account for the money in a register when doing returns in store thru the Cpanel?
Thanks
Not exactly ideal, but have a look at Reports > Returns, Refunds & Credit Summary. There is a "Refunds Paid" tab here which splits the results by payment method. If you have a payment method specifically for cash from the returns desk then it should do what you want.
yes i saw that one and was hoping for a better solution
thanks !
@Erik Merkley? Can you add a new payment method?? I'm assuming that POS cash and POS card are default and showing this payment method for every in store purchases. If it is possible to add payment method can you show us how?
Unfortunately you can't add extra payment methods in Neto POS, but you can have multiple "other" payment methods in the control panel. If you're relying on Neto POS then I don't think it will help you.
The refunds we need to report for are the case of an in-store customer that return a faulty item to store. If a refund is done, the problem is occur when we close the register at the end of the shift, if there is a refund in cash that has been done over the counter there will be "missing cash" in the till unless we can make a report that shows the register ID and the total refund in cash.
From the RMA we can select any payment methods that available from the cpanel so I am assuming that if I can add more "other" payment methods I can just get the employee to look at Reports > Returns, Refunds & Credit Summary and select the "other" payment method that we can create.
I couldn't find any documentation for "how to add new "other" payment method, can you send me a link or where to find it?
Just realized my explanation is a bit messy
Returns with faulty products in-store will need to be processed thru cpanel.
problem:
Cpanel refunds can not be accounted for in POS closer of register.
Solution we need to find:
Find a report that shows a total refunds in cash that also display or can be filtered by register ID, or I can limits refunds for 1 register and filter by payment method (if i can create a new one).
Ok I understand, I think we can make this work. Go to Settings > Payment Methods. Right at the bottom of the page, select Add new method. On the next page choose Direct deposit. Set the Method type to Other and fill in all the other fields. You might need to do this multiple times for multiple registers (we have Cash, Cheque and EFTPOS payment options for 4 stores, plus a bunch for consumer finance options!).
Now you can use the new methods when you create an RMA. Then at the end of the day, the Returns, Refunds & Credit Summary will let you split the refunds by payment method.
Awesome! this is exactly what I was after!!!
You just made me so happy
