Refund a sale

In short

Find the sale by its receipt number, choose what comes back and why, and how the money goes back. Cashiers always need a pharmacist or manager to approve; pharmacists can refund up to ₦10,000 on their own.

Who: anyone who sells, at the branch that made the sale. Needs internet.

• Cashiers need an approver for every refund.
• Pharmacists refund up to ₦10,000 on their own.
• Prescription medicines can't be returned.

Refund

1. On the sale screen, choose Refund a sale.
2. Type the Receipt number (for example R-W2-000418) and choose Find Sale, or pick it from Today’s Sales.
3. For each item coming back, set Returning, and Back on Shelf?: Yes · sealed if it can be sold again, or No · opened, write off. If the seal is broken or you're not sure how it was stored, write it off: the customer is still refunded.
4. Type the Reason.
5. Choose Refund to. Only the ways the customer paid are offered: Cash from the till, Back to the card (reverse it on the terminal) or Bank transfer (to the account that paid).
6. Choose Refund ₦…, or, when it needs approval, Ask for Approval and Refund ₦…: the pharmacist or manager picks their name and types their PIN.

You see Refunded ₦… with its number, and what to do: give the cash from the drawer, or send the transfer from the business account and keep the reference.

If something goes wrong

• "Choose what comes back." Set at least one Returning.
• "Say why it’s being refunded."
• "Refund a sale at the branch that sold it." Send the customer to that branch.
• "Only … of … can still be refunded." Part of it was refunded already.
• A line marked Can’t be returned is a prescription medicine.