NOTE: This article relates to Sales returns / refunds and not invoice returns and is only applicable once you have been migrated to BioTrack in New York.
Once on BioTrack in New York, processing a sale and a subsequent refund is easy but does has nuances licensees should to be aware of. When a refund is processed in BioTrack, the inventory will be returned to your Treez instance under a new BioTrack barcode ID, issued by BioTrack directly. It's important that these units receive an updated barcode label so they can be properly tracked when they are scanned. All units from a refund will be moved to the POS Returns location and cannot be moved from that location.
The returned units cannot be resold as BioTrack will not allow previously refunded units to be processed on a subsequent sale. It's important to review your customer return policy as well as ensure employees sales mistakes that would require a refund as the inventory cannot be resold once the refund in processed.
To process a return / refund in SellTreez:
Navigate to Retail > Sell Treez POS.
Select a Cash Drawer and a Terminal, if you have not previously selected one.
Click the "Continue" on the Continue Shift screen, if applicable.
Click the "No Customer" button on the Customer Queue screen.
Select your user tile and enter your PIN.
Click the "Current Sale" button in the upper right of the screen and select "View Recent Receipts from the menu.
Locate the sale you wish to refund from the list or search by the receipt number in the search bar and click on it.
Click the green "Refund" button in the bottom right of the screen.
Select your refund tender type to refund the entire transaction, including all items or select Partial Refund to refund select items on the receipt.
If your refunds require manager approval, have the manager select their user tile from the list and enter their PIN.
The Refund Receipt should now print if you have auto print enabled or a print prompt will appear if you are using Print Window.
The inventory can be found in the POS Return location including its new BioTrack barcode ID. The Treez Batch number will be appended with "RTN-X" where X will be a number that is incremented from 1 based on the number of return batches for that inventory batch.
When you select this package to perform an action, you will only have the option to Print or Destroy. We suggest to print a new label for this unit so the new Barcode ID is affixed to the product to ensure it is not rung up in SellTreez on a future sale, which will be rejected by BioTrack.
Once you have printed new inventory label for this package and affixed it to the physical product, you can process it for destruction in according to OCM Regulation. See our How Do I Destroy Cannabis Inventory Help Center article for more information on destroying cannabis inventory.