Documentation | Point Of Sale Software | Works with Virtuemart & Prestashop

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Version 3 Documentation

1 - Installation

2 - Configuration

3 - Terminals

Getting Started

Completing A Sale

Managing Held Sales

Refunding An Item

Using Gift Cards

4 - Accounts

5 - Inventory

6 - Invoicing

7 - Purchasing

8 - Reporting

9 - Tools

Refunding An Item

If your store offers an in-store warranty, or refunds; you can process them using the Terminal. Refunds can only be completed on invoices that have been completed. Refunds do not automatically get added back to your inventory. When a refund is completed, it is added to a queue in the Back Office (Inventory > Refunds). This queue is where you can decide of the product can be resold (put back into inventory), or discarded.

Refunding An Item

You can refund individual items on an invoice. You can also select and refund multiple items on an order.

Refunding An Item

Find and open the Invoice/Order you want to return an item on.
Select the items on the order you want to refund. You can select multiple items by clicking on each one until they highlight blue.
Click the red "Refund" button in the Item menu.
Complete the refund screen by specifying how many to refund, and the reason for the refund. Press "Save Changes" when complete.
A new sale will be generated with a negative amount owing. You can either add a negative Payment (return the money to the customer), or add new items to replace the value (exchange). If the value is $0 owing, you will need to add a $0 Cash payment.
The returns are complete. To return the inventory into your stock bucket, you will need to use the Back Office (Inventory > Refunds).

Figure A

Select the items you want to return. They will highlight blue. Then select the red "Refund" button in the item menu.

Figure B

Complete the refund details, the quantity refunded, and the refund reason then press "Save Changes".

Figure C

A new sale will be generated and you can either add a replacement item to the order, or just add a Payment to the order by clicking the "Payments" button.

Managing Held Sales

Terminals

Using Gift Cards

Use of this documentation is subject to the eQuate Point Of Sale Terms Of Use. This documentation contains proprietary and confidential information of eQuate Point Of Sale. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form, in whole or in part, by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of eQuate Point Of Sale.

This documentation is subject to change without notice. The information contained herein may not reflect the final design in some instances. eQuate Point Of Sale assumes no responsibility or liability for any error, omissions, assumptions, or any conclusions drawn from this documentation. All third-party trademarks and service marks mentioned in this documentation are the property of their respective owner(s).

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Features

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About eQuate Point Of Sale

eQuate Point Of Sale (POS) is a point of sale system that can run independently, or synchronized with various online shopping carts (like Virtuemart or Prestashop). Allowing inventory to be combined into one database for store front selling and online selling. It allows your website to be completely synced with your store/warehouse levels. Customers enjoy the ability to see real time stock on your website, and it also prevents back ordering issues, and messy situations. Start a Free Trial today!

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Refunding An Item

Refunding An Item

Figure A

Figure B

Figure C

Quick Menu

Features

Shop

About eQuate Point Of Sale

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