How to issue a credit note in RMS


D

dan

Hi,
A customer walked into my store today to buy a gift card. I had none on
hand. How do I take his money and issue a credit note to him until the cards
come in?

Regards

Dan Levin
 
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C

convoluted

Hi Dan - if you don't have any, go to officemax or office depot and buy some
paper gift certificates. Set up a voucher item and "gift certificate" tender
(type = voucher) to handle this until your gift cards come in. Search the
help guide for "voucher" for step by step instructions on setting this up.
Hope this helps.....
 
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J

jocelynp

Depending on how your sku is structured - you could issue a Work Order
(taking full deposit - or override the deposit amount you might already have
required on your system). As your GC sku is likely not able to be placed on a
WO, your generic/dummy sku might not be set as NI, allowing it to be placed
on a WO. OR, if you are expecting the cards soon, and you can float an inv
off qty, I would sell something that you do not traditionally sell, overwrite
the description on the POS (this can be done, printing to the receipt,
journaling the text, etc w/out actually changing any properties of the line
item going forward) to read Gift Card or similar - then when the customer
comes back for a swap - simply recall and exchange the trx (placing inv back
OH and relieving the GC).

Make sense?
 

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