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Refunds in POS

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Evangelina Bowman

Refunds in POS

When using the VOID SALE button from the Manager screen to void an order, I enter the order number and get the confirmation that the order was voided. However, when I check the order in order manager there are no changes. Customer refunds were NOT generated in Payments either.
What is the best method to generate Refunds in POS? Old POS documentation (July 2005) describes the refund process in POS as a MINUS QTY transaction. Is this still true?

Thanks,
Evangelina

BJ Freeman

Re: Refunds in POS

I believe Si is zeroing in on this in his jira
https://issues.apache.org/jira/browse/OFBIZ-1454
might want to add your comments

Evangelina Bowman sent the following on 11/29/2007 4:36 PM:

> When using the VOID SALE button from the Manager screen to void an order, I
> enter the order number and get the confirmation that the order was voided.
> However, when I check the order in order manager there are no changes.
> Customer refunds were NOT generated in Payments either.
> What is the best method to generate Refunds in POS? Old POS documentation
> (July 2005) describes the refund process in POS as a MINUS QTY transaction.
> Is this still true?
>
> Thanks,
> Evangelina

Jacques Le Roux

Re: Refunds in POS

Administrator

In reply to this post by Evangelina Bowman

It works but you have to change the return status to completed (there is a status between, so 2 status changes). You will find a
link for the return in the order view (order manager).

Jacques

De : "Evangelina Bowman" <[hidden email]>

>
> When using the VOID SALE button from the Manager screen to void an order, I
> enter the order number and get the confirmation that the order was voided.
> However, when I check the order in order manager there are no changes.
> Customer refunds were NOT generated in Payments either.
> What is the best method to generate Refunds in POS? Old POS documentation
> (July 2005) describes the refund process in POS as a MINUS QTY transaction.
> Is this still true?
>
> Thanks,
> Evangelina
> --
> View this message in context: http://www.nabble.com/Refunds-in-POS-tf4900924.html#a14038367
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>

Evangelina Bowman

Re: Refunds in POS

In reply to this post by BJ Freeman

Thank you for your replies. I'm currently trying to verify whether the VOID SALE in the POS Manager screen is properly tied to the OfBiz refund functionality. We will be using refunds for orders paid with a single payment method.
Has anyone tried to refund/void orders via POS? If so, what steps should the POS clerk take to properly generate a refund?

BJ Freeman wrote

I believe Si is zeroing in on this in his jira
https://issues.apache.org/jira/browse/OFBIZ-1454
might want to add your comments

Evangelina Bowman sent the following on 11/29/2007 4:36 PM:
> When using the VOID SALE button from the Manager screen to void an order, I
> enter the order number and get the confirmation that the order was voided.
> However, when I check the order in order manager there are no changes.
> Customer refunds were NOT generated in Payments either.
> What is the best method to generate Refunds in POS? Old POS documentation
> (July 2005) describes the refund process in POS as a MINUS QTY transaction.
> Is this still true?
>
> Thanks,
> Evangelina

Jacques Le Roux

Re: Refunds in POS

Administrator

Did you read my message ?

Jacques

De : "Evangelina Bowman" <[hidden email]>

>
> Thank you for your replies. I'm currently trying to verify whether the VOID
> SALE in the POS Manager screen is properly tied to the OfBiz refund
> functionality. We will be using refunds for orders paid with a single
> payment method.
> Has anyone tried to refund/void orders via POS? If so, what steps should
> the POS clerk take to properly generate a refund?
>
>
> BJ Freeman wrote:
> >
> > I believe Si is zeroing in on this in his jira
> > https://issues.apache.org/jira/browse/OFBIZ-1454
> > might want to add your comments
> >
> > Evangelina Bowman sent the following on 11/29/2007 4:36 PM:
> >> When using the VOID SALE button from the Manager screen to void an order,
> >> I
> >> enter the order number and get the confirmation that the order was
> >> voided.
> >> However, when I check the order in order manager there are no changes.
> >> Customer refunds were NOT generated in Payments either.
> >> What is the best method to generate Refunds in POS? Old POS documentation
> >> (July 2005) describes the refund process in POS as a MINUS QTY
> >> transaction.
> >> Is this still true?
> >>
> >> Thanks,
> >> Evangelina
> >
> >
>
> --
> View this message in context: http://www.nabble.com/Refunds-in-POS-tf4900924.html#a14093705
> Sent from the OFBiz - User mailing list archive at Nabble.com.
>

Vince Clark

Re: Refunds in POS

Jacques

Yes we read your thread. These transactions are occurring in POS. We do not have access to ordermgr.

Vince Clark
Global Era
The Freedom of Open Source
[hidden email]
(303) 493-6723

----- Original Message -----
From: "Jacques Le Roux" <[hidden email]>
To: [hidden email]
Sent: Friday, November 30, 2007 2:20:20 PM (GMT-0700) America/Denver
Subject: Re: Refunds in POS

Did you read my message ?

Jacques

De : "Evangelina Bowman" <[hidden email]>

Vince Clark

Re: Refunds in POS

In reply to this post by Jacques Le Roux

Note that we are also running entity sync. Transactions occur on POS terminals and are then pushed to Master Central Server.

When a return is done at a POS terminal we need the transaction to go from start to finish, including refunding the credit card if that payment method was used.

Are you suggesting that we would need to wait until the return is pushed to the MCS and then change its status?

Vince Clark
Global Era
The Freedom of Open Source
[hidden email]
(303) 493-6723

----- Original Message -----
From: "Jacques Le Roux" <[hidden email]>
To: [hidden email]
Sent: Friday, November 30, 2007 2:20:20 PM (GMT-0700) America/Denver
Subject: Re: Refunds in POS

Did you read my message ?

Jacques

De : "Evangelina Bowman" <[hidden email]>

Jacques Le Roux

Re: Refunds in POS

Administrator

> Note that we are also running entity sync. Transactions occur on POS terminals and are then pushed to Master Central Server.
>
> When a return is done at a POS terminal we need the transaction to go from start to finish, including refunding the credit card if
that payment method was used.
>
> Are you suggesting that we would need to wait until the return is pushed to the MCS and then change its status?

Yes this should work, as it works on a sole instance.

Jacques

>
> Vince Clark
> Global Era
> The Freedom of Open Source
> [hidden email]
> (303) 493-6723
>
> ----- Original Message -----
> From: "Jacques Le Roux" <[hidden email]>
> To: [hidden email]
> Sent: Friday, November 30, 2007 2:20:20 PM (GMT-0700) America/Denver
> Subject: Re: Refunds in POS
>
> Did you read my message ?
>
> Jacques
>
> De : "Evangelina Bowman" <[hidden email]>
> >
> > Thank you for your replies. I'm currently trying to verify whether the VOID
> > SALE in the POS Manager screen is properly tied to the OfBiz refund
> > functionality. We will be using refunds for orders paid with a single
> > payment method.
> > Has anyone tried to refund/void orders via POS? If so, what steps should
> > the POS clerk take to properly generate a refund?
> >
> >
> > BJ Freeman wrote:
> > >
> > > I believe Si is zeroing in on this in his jira
> > > https://issues.apache.org/jira/browse/OFBIZ-1454
> > > might want to add your comments
> > >
> > > Evangelina Bowman sent the following on 11/29/2007 4:36 PM:
> > >> When using the VOID SALE button from the Manager screen to void an order,
> > >> I
> > >> enter the order number and get the confirmation that the order was
> > >> voided.
> > >> However, when I check the order in order manager there are no changes.
> > >> Customer refunds were NOT generated in Payments either.
> > >> What is the best method to generate Refunds in POS? Old POS documentation
> > >> (July 2005) describes the refund process in POS as a MINUS QTY
> > >> transaction.
> > >> Is this still true?
> > >>
> > >> Thanks,
> > >> Evangelina
> > >
> > >
> >
> > --
> > View this message in context: http://www.nabble.com/Refunds-in-POS-tf4900924.html#a14093705
> > Sent from the OFBiz - User mailing list archive at Nabble.com.
> >
>

Vince Clark

Re: Refunds in POS

We should not have to complete refunds on the central server. the POS terminal should do a proper refund and either refund the CC that was used to pay for the order or kick out the cash drawer if it was paid by cash or check. I would expect that it uses the same refund code as ordermgr for refunding a credit card, handling inventory, etc.

Vince Clark
Global Era
The Freedom of Open Source
[hidden email]
(303) 493-6723

----- Original Message -----
From: "Jacques Le Roux" <[hidden email]>
To: [hidden email]
Sent: Saturday, December 1, 2007 3:00:33 AM (GMT-0700) America/Denver
Subject: Re: Refunds in POS

> Note that we are also running entity sync. Transactions occur on POS terminals and are then pushed to Master Central Server.
>
> When a return is done at a POS terminal we need the transaction to go from start to finish, including refunding the credit card if
that payment method was used.
>
> Are you suggesting that we would need to wait until the return is pushed to the MCS and then change its status?

Yes this should work, as it works on a sole instance.

Jacques

Scott Gray

Re: Refunds in POS

Hi Vince, Eva

I had a quick look and the problem seems to be that there is no inventory
information in the retail facility, this means that when an order (sale) is
processed no inventory is issued and when the order is returned there is no
inventory information to receive the items against, so the return status
stalls at accepted rather than proceeding to returned. This seems strange
because you can manually receive the return without any problems as the
system just creates a new inventory item and receives against it.

If you create inventory items for your retail facility most of the problems
should go away. I'm not sure that cash/check refunds have been implemented
in pos but at the very least any cc transactions should be refunded.

Regards
Scott

On 03/12/2007, Vince M. Clark <[hidden email]> wrote:

>
> We should not have to complete refunds on the central server. the POS
> terminal should do a proper refund and either refund the CC that was used to
> pay for the order or kick out the cash drawer if it was paid by cash or
> check. I would expect that it uses the same refund code as ordermgr for
> refunding a credit card, handling inventory, etc.
>
>
> Vince Clark
> Global Era
> The Freedom of Open Source
> [hidden email]
> (303) 493-6723
>
> ----- Original Message -----
> From: "Jacques Le Roux" <[hidden email]>
> To: [hidden email]
> Sent: Saturday, December 1, 2007 3:00:33 AM (GMT-0700) America/Denver
> Subject: Re: Refunds in POS
>
> > Note that we are also running entity sync. Transactions occur on POS
> terminals and are then pushed to Master Central Server.
> >
> > When a return is done at a POS terminal we need the transaction to go
> from start to finish, including refunding the credit card if
> that payment method was used.
> >
> > Are you suggesting that we would need to wait until the return is pushed
> to the MCS and then change its status?
>
> Yes this should work, as it works on a sole instance.
>
> Jacques
>
> >
> > Vince Clark
> > Global Era
> > The Freedom of Open Source
> > [hidden email]
> > (303) 493-6723
> >
> > ----- Original Message -----
> > From: "Jacques Le Roux" <[hidden email]>
> > To: [hidden email]
> > Sent: Friday, November 30, 2007 2:20:20 PM (GMT-0700) America/Denver
> > Subject: Re: Refunds in POS
> >
> > Did you read my message ?
> >
> > Jacques
> >
> > De : "Evangelina Bowman" <[hidden email]>
> > >
> > > Thank you for your replies. I'm currently trying to verify whether the
> VOID
> > > SALE in the POS Manager screen is properly tied to the OfBiz refund
> > > functionality. We will be using refunds for orders paid with a single
> > > payment method.
> > > Has anyone tried to refund/void orders via POS? If so, what steps
> should
> > > the POS clerk take to properly generate a refund?
> > >
> > >
> > > BJ Freeman wrote:
> > > >
> > > > I believe Si is zeroing in on this in his jira
> > > > https://issues.apache.org/jira/browse/OFBIZ-1454
> > > > might want to add your comments
> > > >
> > > > Evangelina Bowman sent the following on 11/29/2007 4:36 PM:
> > > >> When using the VOID SALE button from the Manager screen to void an
> order,
> > > >> I
> > > >> enter the order number and get the confirmation that the order was
> > > >> voided.
> > > >> However, when I check the order in order manager there are no
> changes.
> > > >> Customer refunds were NOT generated in Payments either.
> > > >> What is the best method to generate Refunds in POS? Old POS
> documentation
> > > >> (July 2005) describes the refund process in POS as a MINUS QTY
> > > >> transaction.
> > > >> Is this still true?
> > > >>
> > > >> Thanks,
> > > >> Evangelina
> > > >
> > > >
> > >
> > > --
> > > View this message in context:
> http://www.nabble.com/Refunds-in-POS-tf4900924.html#a14093705
> > > Sent from the OFBiz - User mailing list archive at Nabble.com.
> > >
> >
>
>

Vince Clark

Re: Refunds in POS

Thanks Scott. We will try loading inventory and see what happens.

----- Original Message -----
From: "Scott Gray" <[hidden email]>
To: [hidden email]
Sent: Monday, December 3, 2007 12:40:09 AM (GMT-0700) America/Denver
Subject: Re: Refunds in POS

Hi Vince, Eva

I had a quick look and the problem seems to be that there is no inventory
information in the retail facility, this means that when an order (sale) is
processed no inventory is issued and when the order is returned there is no
inventory information to receive the items against, so the return status
stalls at accepted rather than proceeding to returned. This seems strange
because you can manually receive the return without any problems as the
system just creates a new inventory item and receives against it.

If you create inventory items for your retail facility most of the problems
should go away. I'm not sure that cash/check refunds have been implemented
in pos but at the very least any cc transactions should be refunded.

Regards
Scott

On 03/12/2007, Vince M. Clark <[hidden email]> wrote: