Difference between revisions of "How do I Refund a Stock Deposit?"

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== Summary ==
 
== Summary ==
−
The ability to refund a deposit taken in the {{ST}}.
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This option allows you to refund a deposit taken in the {{ST}} system.
  
 
== More Information ==
 
== More Information ==
 
Go to {{Menu|{{ST}}|Invoice & Customer Orders}}.
 
Go to {{Menu|{{ST}}|Invoice & Customer Orders}}.
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*Press {{KeyPress|F2}} on the {{DataPrompt|Account Code}}.
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* At {{DataPrompt|Customer}} enter or [[How do I Find a Customer?|search]] for the customer's account code.
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*Press {{KeyPress|F2}}. This will take you to the Refund Deposit screen.
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* Remain on the {{DataPrompt|Customer}} field and press {{KeyPress|F2}} or click {{Button|Deposits}}.
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*Press {{KeyPress|Arrow up}} to the {{DataPrompt|Account}}:.
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* Press {{KeyPress|F2}} or click {{Button|Refunds}}.
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*Enter the {{DataPrompt|Customer Account Code}} and/or {{DataPrompt|Reference}}.
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* Click {{Button|Search}} to list all deposits linked to the customer's account.
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*Press {{KeyPress|F2}} to Search for Deposits.
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* Select the deposit to refund and click {[Button|Choose}}.
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*A list will appear. Press {{KeyPress|F5}} against the deposit that you wish to refund.
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* Select {{Button|Yes}} to refund the selected deposit.
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*Once Selected Deposit(s) have been tagged press {{KeyPress|F2}} to select.
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* The {{DataPrompt|Payment Type}} will default to the original method.
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A prompt will appear asking ''"Do you want to refund the selected deposits?"''
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* Click {{Button|Done}} and choose {{Button|Rewceipt}} to produce a receipt for the customer.
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*Click {{Button|Yes}} to Refund the Deposit you have selected.
 
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A prompt will appear asking ''"Do you want to log this payment into till?"''
 
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*Click {{Button|Yes}} to log the transaction to the till.
 
  
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{{Note|text=The system will try to refund the deposit in the same method as it was taken.
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{{Note|text=If you are refunding a deposit which was placed with a customer order, you will be asked if you wish to "Remove orders associated with this deposit/reference?". Choosing {{Button|Yes}} will ensure the customer order is deleted so removing the link to the items they have ordered. You will no longer be able to [[How do I Retrieve a Customer Parts Order?|retrieve]] their order.}}  
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''e.g. Z900 - Cash. But if this should be different then change it.}}
 
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*Press {{KeyPress|Escape}}
 
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A prompt will appear asking ''"Do you want to accept or ignore information entered, or accept with a receipt?"''
 
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*Click {{Button|Receipt}} which prints out a receipt of the transaction.
 
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*Click {{Button|Accept}}
 
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A prompt will appear asking ''"Remove orders associated with contact?"'' As you are refunding a deposit for a item that the customer no longer wants
 
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the system will need to remove all back orders associated with the current reference.
 
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*Click {{Button|Accept}}. To allow the system to do this for you.
 
  
 
{{Warning|text=Please be aware that purchase orders allocated to a specific supplier cannot be automatically removed. Any such orders will require specific removal elsewhere within the software. They should only be removed if delivery can be cancelled, this will require communication with the supplier beyond the scope of this software.}}
 
{{Warning|text=Please be aware that purchase orders allocated to a specific supplier cannot be automatically removed. Any such orders will require specific removal elsewhere within the software. They should only be removed if delivery can be cancelled, this will require communication with the supplier beyond the scope of this software.}}
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* [[Taking a Parts Deposit]]
 
* [[Taking a Parts Deposit]]
 
* [[Dealing with Backorders in Point of Sale]]
 
* [[Dealing with Backorders in Point of Sale]]
 +
* [[Dealing with Backorders in Invoicing and Customer Orders]]
 
* [[Selling Parts over the Counter]]
 
* [[Selling Parts over the Counter]]
 
* [[Selling Stock at Point of Sale]]
 
* [[Selling Stock at Point of Sale]]
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{{KB_Tags|Deposit, refund, Stock Deposit}}
 
{{KB_Tags|Deposit, refund, Stock Deposit}}
 
{{KB_ST}}{{ZN_PartsCounter}}{{FAQ}}
 
{{KB_ST}}{{ZN_PartsCounter}}{{FAQ}}
 +
{{KB_Ref|ST09}}

Revision as of 11:58, 2 September 2015

 This article or section is under development.
Be aware: Content will change as the document progresses.

Summary

This option allows you to refund a deposit taken in the Stock Control system.

More Information

Go to " Stock Control Invoice & Customer Orders".

  • At "Customer" enter or search for the customer's account code.
  • Remain on the "Customer" field and press <F2> or click [Deposits].
  • Press <F2> or click [Refunds].
  • Click [Search] to list all deposits linked to the customer's account.
  • Select the deposit to refund and click {[Button|Choose}}.
  • Select [Yes] to refund the selected deposit.
  • The "Payment Type" will default to the original method.
  • Click [Done] and choose [Rewceipt] to produce a receipt for the customer.
If you are refunding a deposit which was placed with a customer order, you will be asked if you wish to "Remove orders associated with this deposit/reference?". Choosing [Yes] will ensure the customer order is deleted so removing the link to the items they have ordered. You will no longer be able to retrieve their order.
Please be aware that purchase orders allocated to a specific supplier cannot be automatically removed. Any such orders will require specific removal elsewhere within the software. They should only be removed if delivery can be cancelled, this will require communication with the supplier beyond the scope of this software.

See also


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Keywords AND Misspellings
Deposit, refund, Stock Deposit
Tags

ST09

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