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

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{{Incomplete}}
 
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== Summary ==
 
== Summary ==
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The ability to refund a deposit taken in the {{ST}}.
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This article explains how to refund a deposit taken in the {{ST}} system.
  
 
== More Information ==
 
== More Information ==
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Deposits can be refunded in either {{Menu|Point of Sale}}, {{Menu|Invoicing & Customer Orders}} or, for deposits taken against a sales order e.g. for mail order, via {{Menu|{{SO}}|Add/Edit/Process Sales Orders}}. The initial method of finding the deposit to refund varies slightly between the three options.
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=== Point of Sale ===
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Go to {{Menu|{{ST}}|Point of Sale}}.
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* Press {{KeyPress|A-F3}} - Refund Deposits.
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* Press {{KeyPress|F2}} to start the refund process.
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=== Invoicing & Customer Orders ===
 
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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* Press {{KeyPress|F2}} or click {{Button|Deposits}}.
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*Press {{KeyPress|F2}}. This will take you to the Refund Deposit screen.
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* Press {{KeyPress|F2}} to start the refund process.
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*Press {{KeyPress|Arrow up}} to the {{DataPrompt|Account}}:.
 
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*Enter the {{DataPrompt|Customer Account Code}} and/or {{DataPrompt|Reference}}.
 
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*Press {{KeyPress|F2}} to Search for Deposits.
 
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*A list will appear. Press {{KeyPress|F5}} against the deposit that you wish to refund.
 
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*Once Selected Deposit(s) have been tagged press {{KeyPress|F2}} to select.
 
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A prompt will appear asking ''"Do you want to refund the selected deposits?"''
 
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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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=== Add/Edit/Process Sales Orders ===
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''e.g. Z900 - Cash. But if this should be different then change it.}}
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Go to {{Menu|{{SO}}|Add/Edit/Process Sales Orders}}.
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* At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I find a customer?|search]] for a customer.
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* Move to the relevant [[Creating a Stock Sales Order|order]] and press {{KeyPress|F7}} to go to the order items.
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* Press {{KeyPress|F2}} or click {{Button|Deposits}}.
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* Press {{KeyPress|F2}} to start the refund process.
  
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*Press {{KeyPress|Escape}}
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=== Refund Process ===
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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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* Choose your customer or leave the field blank if you want to display all outstanding deposits.
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*Click {{Button|Receipt}} which prints out a receipt of the transaction.
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* Click {{Button|Search}} to list all relevant deposits.
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*Click {{Button|Accept}}
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* Select the deposit to refund and click {[Button|Choose}}.
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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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* Select {{Button|Yes}} to refund the selected deposit.
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the system will need to remove all back orders associated with the current reference.
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* The {{DataPrompt|Payment Type}} will default to the original method.
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*Click {{Button|Accept}}. To allow the system to do this for you.
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* Click {{Button|Done}} and choose {{Button|Receipt}} to produce a receipt for the customer.
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{{Note|text=If you are refunding a deposit which was placed through the {{ST}} system 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 which will remove any link to the items they had ordered. You will no longer be able to [[How do I Retrieve a Customer Parts Order?|retrieve]] their order.}}
  
 
{{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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== See also ==
 
== See also ==
 
* [[Taking a Parts Deposit]]
 
* [[Taking a Parts Deposit]]
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* [[Dealing with Backorders in Point of Sale]]
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* [[Dealing with backorders in point of sale]]
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* [[Selling Parts over the Counter]]
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* [[Dealing with Backorders in Invoicing and Customer Orders]]
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* [[Selling Stock at Point of Sale]]
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* [[Selling parts over the counter]]
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* [[Selling Stock in Invoicing and Customer Orders]]
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* [[Selling stock at point of sale]]
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* [[Selling stock in Invoicing and Customer Orders]]
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* [[Processing a Sales Order]]
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{{KB_Tags|deposit, refund, stock deposit, order deposit, customer payment}}
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{{FAQ}}{{How}}{{KB_OP}}{{KB_ST}}{{ZN_PartsCounter}}
  
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{{KB_Tags|Deposit, refund, Stock Deposit}}
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{{KB_Ref|ST09}}
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{{KB_ST}}{{ZN_PartsCounter}}{{FAQ}}
 

Latest revision as of 05:30, 12 May 2020

Summary

This article explains how to refund a deposit taken in the Stock Control system.

More Information

Deposits can be refunded in either " Point of Sale", " Invoicing & Customer Orders" or, for deposits taken against a sales order e.g. for mail order, via " Sales Order Processing Add/Edit/Process Sales Orders". The initial method of finding the deposit to refund varies slightly between the three options.

Point of Sale

Go to " Stock Control Point of Sale".

  • Press <Alt+F3> - Refund Deposits.
  • Press <F2> to start the refund process.

Invoicing & Customer Orders

Go to " Stock Control Invoice & Customer Orders".

  • Press <F2> or click [Deposits].
  • Press <F2> to start the refund process.

Add/Edit/Process Sales Orders

Go to " Sales Order Processing Add/Edit/Process Sales Orders".

  • At "Customer:" type in the customer's account code if known, or search for a customer.
  • Move to the relevant order and press <F7> to go to the order items.
  • Press <F2> or click [Deposits].
  • Press <F2> to start the refund process.

Refund Process

  • Choose your customer or leave the field blank if you want to display all outstanding deposits.
  • Click [Search] to list all relevant deposits.
  • 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 [Receipt] to produce a receipt for the customer.
If you are refunding a deposit which was placed through the Stock Control system 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 which will remove any link to the items they had 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, order deposit, customer payment
Tags

ST09

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