You can correct fulfillment method errors in Retail Express after sales are completed, helping your retail operations fix mistakes that could impact inventory accuracy and customer service. This capability enables you to adjust fulfillment settings when products are accidentally marked with incorrect delivery methods, which helps maintain accurate inventory allocation and ensure customers receive products through the intended channel.
Setting up proper fulfillment correction procedures enables your retail operations to handle processing errors efficiently, helping optimize order accuracy and inventory management. This helps retail businesses maintain reliable fulfillment tracking by providing methods to correct mistakes that occur during busy transaction periods.
This article describes how to Refund a transaction that has been fulfilled incorrectly. You will need to refund the sale, then either add the same products with the correct fulfilment (i.e. to be collected later), or start a new sale entirely.
- Open POS
- Click Returns
- Enter the Invoice Number with the incorrect Fulfilment
- Follow the steps to process a refund
Tip: Refer to the POS - Process a Refund, Return or Exchange article for detailed step-by-step instructions - The product will be added to the sale as a negative
- The Order Total will also be negative
- Click the Products tab
- Add a Credit Note for the value of the products on the sale
- Click Finalise to close the refund sale
- Open the original sale
- Add the products as required and update the Fulfilment
- Click the Payment tab
- Click the Voucher/Credit button to redeem the Credit Note
The new product will be outstanding for Fulfilment as required, but without any additional payment from the customer required.
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