Retailer OS Docs

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Returns & refunds ​

Process a return from the Returns screen (or from a past sale). Returns restock inventory and refund the customer to the tender you choose.

The Returns screen for taking items back and issuing refunds

Start a return ​

  1. Open Returns, or find the original order in Sales & Orders and choose Return.
  2. Look up the sale by receipt number, customer, or card, or start a receipt-less return if your policy allows it.
  3. Select the items and quantities coming back.

Choose the refund ​

  1. Pick the refund method — back to the original card, cash, gift card, or store credit.
  2. Decide whether each item is restocked (returned to sellable inventory) or not (e.g. damaged goods).
  3. Confirm. The refund is issued and stock is adjusted at the current location.

What gets recorded ​

  • The return links to the original sale and appears in Sales & Orders and the audit log.
  • Refunds show in the payment mix and returns figures in Reports.
  • If a customer was attached, their history and loyalty are adjusted.

WARNING

Refunds to the original card move real money. Role permissions control who can process returns and receipt-less returns — set these under Team & roles.