Use the POS Invoice window to return products. To record a returned item on a POS Invoice, enter a positive quantity for the item; your inventory count and the customer’s account are updated automatically.

What you'll find:

POS Returns Overview

When returning items on a POS Invoice, agrē defaults to the price of the item when it was last sold to the customer. If there is nothing on record, the item’s current price is used.

If the product being returned is prepaid you will need to return it on the Returns tab of a regular invoice.

You can change the cost of returned products manually after the return has been done.

I want to read the white paper (with lots of screenshots) on Point of Sale (POS) Invoice Setup.

I want to read the CRS Cashier Training Guide for POS Invoices white paper (with lots of screenshots and examples of creating POS Invoices for sales and returns).

To return a product on a POS Invoice

Add a new POS Invoice and ensure the mandatory information (and optional information, if needed) is completed on the invoice.

AR Return Invoice Process

Return by Date Range/Sales History

Click Return Invoice (F4).
The POS Invoice Return window opens.

Date Range is the default. Details about products purchased in the last 30 days are displayed.

Optionally change the Location if the product being returned was purchased elsewhere (click Refresh List to update).

Check the box next to each product returned.

You will not receive additional prompts to add associated product(s) so select all relevant products from the sales history.

(Config C) Enter the Quantity (positive value) of each product returned.

Click Use Selected Rows.
The POS Invoice Return window closes.

The price, prepay status, taxes, cost, etc. of the return will match the sale but can be changed if your security settings allow (to edit the price due to a restocking fee, for example). If you make changes you will be prompted to enter your override credentials (see below).

Return by Product

Click Return Invoice (F4).
The POS Invoice Return window opens.

Optionally change the Location if the product was purchased elsewhere.

Select This Product and type the product code/description of the item (or click Find to search for it).
Optionally uncheck Include Associated Products if those products are not being returned.
Click Refresh List.
Details of sales invoices with that product (and associated products if selected) from the last 5 years are displayed.
(limited to 200 rows)

Check the box next to each product returned.

(Config C) Enter the Quantity (positive value) of each product returned.

Click Use Selected Rows.
The POS Invoice Return window closes.

The price, prepay status, taxes, cost, etc. of the return will match the sale but can be changed if your security settings allow (to edit the price due to a restocking fee, for example). If you make changes you will be prompted to enter your override credentials (see below).

Return by Sales Invoice Reference Number

Click Return Invoice (F4).
The POS Invoice Return window opens.

Select Reference Number and enter the reference number (full or partial) of the original sales invoice. Click Refresh List.
Details about the products purchased on the sales invoice(s) are displayed.

A sales invoice can be retrieved only once per return invoice.
If you need to retrieve more products from the same invoice, you'll need to remove the existing product row(s) from that invoice first, or create a new invoice.

Check the box next to each product returned.

You will not receive additional prompts to add associated product(s) so select all relevant products from the invoice(s).

(Config C) Enter the Quantity (positive value) of each product returned.

Click Use Selected Rows.
The POS Invoice Return window closes.

The price, prepay status, taxes, cost, etc. of the return will match the sale but can be changed if your security settings allow (to edit the price due to a restocking fee, for example). If you make changes you will be prompted to enter your override credentials (see below).

Manual Returns

Return an Item with NO Sales History (Item Not Purchased from You) OR  If Not Using the Return Invoice Process

If the customer did not purchase the item from you (for example, they brought back a drum or tote purchased elsewhere for return of their deposit), it can be added manually to the Returns tab.

Check Scan Return Item (F8).
(Config C) The Check Security window opens.

Override Credentials  A user with permission to return items must enter their agrē User Name and Password.
Override permission must be granted each time a return product row is added.

If you have override permission, enter your credentials.
(this is required due to common use of devices - agrē needs to confirm the logged in user is the same user processing the return)

If you do not have override permission, another user with override permission must enter their credentials.

Click OK to continue (or press Enter).

Either scan the item to be returned or select Add Product (F9).The Add POS Invoice Return Row window opens.

Add the returned products using a negative quantity.
The return price defaults to the current price, but it can be changed if your security settings allow you to override (to account for a restocking fee, for example).

Select Update to add the returned product to the POS Invoice.

If the product you are returning has an associated product, a message appears asking if you want to return the associated product as well. To add the associated product to the invoice, click Yes. Or, if there are multiple associated products to choose from, select the ones you want and then click Use Selected Rows. Otherwise, click No.

For all types of returns

All POS refunds require an immediate refund.

(Config C) Check Print Full Invoice if you want to print this POS Invoice Return and the Refund Receipt as a regular invoice on 8½ x 11 letter-sized paper instead of on till-tape.
If printing as a full invoice you will not get a merchant copy.

Press Total or F12 to check out.
The Invoice Payment window opens.

Fill in the payment grid with the Payment Type and the Amount of the refund (if applicable - there may be no refund if the customer is purchasing other items at the same time as the return).
Click Remove Payment or press F10 to remove a payment row.

Save the refund/payment information.

If applicable to the tender type, the cash drawer will open.
If you have permission, you can select Open Drawer (or press F1) to open the cash drawer at any time.

Printing the POS Invoice Refund Receipt

After the refund payment information has been entered and saved, the receipt can be printed automatically.

The selected Default Report Printer config options determine to which printer agrē sends the POS Payment receipt and whether it displays on screen first.

(Config C, U) The Customer Copy of the payment receipt displays on screen for printing or emailing, or is sent directly to the printer selected in the config options.
POS Invoices are formatted to print on “till-tape” instead on an 8½ x 11 sheet of paper.
Exit the report preview window.

A Merchant Copy of the receipt displays for all returns regardless of payment type.
The merchant copy must be signed by the customer.

Taxes for tax-included/gross-pricing items are itemized on the receipt.