Quick Return
Toby K Selph Arnett
Current Process: To make a return, we currently have a 3 step process.
1. Go to the receipt journal and find the transaction.
2. Write down the transaction number.
3. Go back to the POS and select Return Transaction.
4. Enter the number we wrote down.
5. New Screen pops up. Enter the number again.
6. Select the right transaction.
Discussion: This process could be streamlined by adding a menu option to "Return Transaction." This would make the process easier and quicker.
1. Go to the receipt journal and find the transaction.
2. Select "Return Transaction."
Recommendation: Add the new menu option to Return Transaction.
Suzy Weightman
Hi both,
Can I just check why you need to go to the Receipt Journal first instead of using the search in POS?
It might be that we can improve the workflow in the POS at the start to avoid this step!
Thanks,
Suzy
G
Gina Ortiz
Yes, please! I would love to have fewer clicks for a return, too.