Processing Returns

NaviPOS makes it easy to handle product returns while maintaining accurate inventory and financial records.

Processing a Return

1. Go to Sales → Returns (or press F6)
2. Look up the original sale by:
   • Receipt number
   • Date
   • Customer name
3. Select the items being returned
4. Enter the return reason (defective, wrong item, customer changed mind, etc.)
5. Choose the refund method:
   • Cash Refund — Give cash back to the customer
   • Store Credit — Credit the customer's account for future purchases
   • Exchange — Swap for a different product
6. A manager PIN may be required to authorise the return
7. Click Process Return

What Happens After a Return

• 📦 Stock is updated — Returned items are added back to inventory
• 💰 Financials are adjusted — The refund appears in daily reports
• 📄 Return receipt — A return receipt is printed for the customer
• 📊 Reports — Returns appear in the Returns Report with reason codes

Return Policies in NaviPOS

You can configure return rules in Settings → Returns:

| Setting | Options | |---------|---------| | Return Window | Number of days after purchase that returns are accepted | | Requires Manager Approval | Yes/No — force manager PIN for all returns | | Refund Methods Allowed | Cash, Store Credit, Exchange, or all three | | Reason Required | Whether a return reason must be entered |

Viewing Return Reports

Go to Reports → Returns to see:

• Total returns by date range
• Return reasons breakdown
• Most-returned products
• Returns by employee (who processed them)
• Financial impact of returns

Next: Learn about Expense Tracking or go back to Making Your First Sale.