Returns & cancellations
Goods come back damaged, ordered by mistake, or surplus; or the whole order will not happen. A return lowers the invoice and puts goods back on the shelf or throws them away. A cancelation ends the order, undoes its stock and money, and can refund what was paid.
Who uses it
- Supplier staff with full access to order returns record returns; with full access to order cancelation they cancel orders.
- Restaurants are told by email and push, and see the returned items on their invoice.
In this section
| Page | What it covers |
|---|---|
| Returning items | The returns page, the return dialog, reshelf or discard, extra items |
| Canceling an order | Reasons, stock, refund and who is told |
| Stock from orders | How additional returns and re-weighed catch-weight lines move stock |
Where it shows up
The Start Return page, the order and invoice (returned lines under the items), the customer's email and push, the product's stock log, and the sales report. See Returns & credits for how the invoice shows them.
Permissions
| Action | Needs |
|---|---|
| Record or edit returns | Order returns: full access |
| Cancel an order | Order cancelation: full access |
Decisions
- A return never credits more than its line was charged. Rounding cannot push the credits a cent past the line. See Money & rounding.
- Recording a return moves no money. The invoice total drops and nothing is refunded or credited automatically.
Known limitations
- A return reason cannot be typed on the screen.
- Returns can be recorded only on orders that are Ready for Delivery or Delivered.
- A return doesn't refund by itself. A paid invoice shows a lower total; the supplier then refunds the excess from the invoice's Issue Refund tab (the returns success dialog links to it on a Paid invoice). See Refunds.
FAQ
I recorded a return on a paid invoice. Where is the refund? A return lowers the invoice but does not refund it. Press Issue a Refund in the success dialog, or open the invoice and choose Manage Payments → Issue Refund; Issue Full Refund suggests the overpaid excess. See Refunds.
Can I undo a cancelation? No. A canceled order is final. Place a new order.