Refund a Product Sale

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    Lisa Verdugo

    Returns need to print a reciept that something as been returned. It's kind of awkward when we just have to tell them to take our word for it.

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    Lisa Verdugo

    Also it's annoying that we cant do a return on a item the same day it was purchased.

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    Kerry M

    Lisa - I agree with you on the receipt and that is something we will have in the future. But as for a return the same day, you can do that, just not on a person's credit card. This is another thing we plan to work on in 2014.

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    The HandleBar

    I feel there needs to be a way to do this from the checkout screen. Also, we have many customers we don't get names for that just come in to purchase items (we just put it under a generic name we built into the system such as "Walk In") . For example we had a client today that purchased a few items on their last visit, and they came in today and wanted to exchange them for a different item. I had to issue him a gift certificate for the amount he returned, and then rang him up for the new product and used the gift certificate to pay. All in all it took almost 10 minutes of me fiddling around with the system to figure out an appropriate way to credit the customer, and then use that credit to apply it to his new purchase. I then had to manually change the item count in the inventory system once he left. I realize this could have been avoided by searching his name and doing the refund that way, but that doesn't really help in the event of an exchange, especially if they used a credit card. 

    I understand this is a fraud protection feature, having to search the client and issue a refund that way. All shops have different return policies. I just feel it would be more streamlined to just "trust" that each salon is doing returns correctly, and have a return/exchange/refund feature built into checkout that didn't require a specific customer to have purchased the item in order to exchange it. Many items purchased at my shop are gifts, which can make it increasingly difficult if i have to look up the person who purchased the item in order to refund the purchase.

    Just a thought!

    -Gareth

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    Kerry M

    Gareth - It is much easier than that. If a person is doing an exchange there is no reason to do a gift certificate. You would go into the customer's profile, click on "Refund" for the product and do it for cash, example $20. In the refund process it asks if you want to return that product to stock, so that is taken care of too. Then go to the checkout screen and put in the new product they are purchasing an apply the $20 cash you got for the return. There is no reason to take out real money from the cash drawer because it is $20 out and $20 back in.

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    The HandleBar

    That only works if it's an even exchange, and only if the client was entered into the system when they made their initial purchase. As I stated before, we do a lot of product-only transactions in my shop and its not necessary to get every customer's name when they come in to purchase something. I don't think that should be a requirement in order to process an exchange or refund.

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    Kerry M

    Gareth - I added your request to our Feature Request forum here - http://support.vagaro.com/entries/25602519 so our developers are aware of your issue and what you would like to be added to Vagaro.

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    Kristin Dagilis

    How do we look up a list of refunded/returned transactions and notes without looking for a specific customer return.  Is there a list of these somewhere in reports?

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    Kerry M

    Kristin - In the transaction list, you can select a date range in the filter and then check the box "show refunded items only". This will only list the line items that were refunded.

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    Dianna Grissette

    i just processed my first refund. how long before my client sees the credit back on her card?

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