Question:
How do I process a refund from the Fulfillment Dashboard?
Answer:
If you see a completed order in the Fulfillment Dashboard you need to navigate to the SellTreez POS to complete the refund.
Step 1: Navigate to Retail > SellTreez POS.
Step 2: From SellTreez, select a customer from the queue or choose the No Customer button.
Step 3: Select your name and log in using your personalized PIN. This will take you to the sales screen.
Step 4: If a customer has been assigned, click the Purchased tab to view the member’s purchase history. Then, enter the receipt number in the 'Search' field to locate the appropriate order.
If there's no customer assigned, click on the Current Sale > View Recent Receipts. Then, enter the receipt number in the ‘Search’ field to locate the appropriate order.
Step 5: Click Refund to select the refund method.
If refunding the entire purchase, select the correct refund action and return the proper amount via the chosen method.
If refunding a portion of the order, select Partial Refund. Then enter the number of units to refund in the ‘Units to Refund’ column. Click Refund (partial) and select the correct refund action and return the proper amount via the chosen method.
NOTE: Due to business regulations, TreezPay Integrated ATM does not support returns. Instead, refunds can be made using another payment method such as cash, or by adding the refund amount to the customer's Reward Dollars (if enabled).
Step 6: At the bottom of the sales screen, click Edit Reason and leave a note about why the product is being returned. This will help ensure an easier reconciliation can take place.
NOTE: Once a refund has been issued, it will display in red as a line item in the ‘Returns’ tab.
Step 7: The refund is now complete. A receipt will print, and you can return any change to the customer, if necessary.
Note: Refunded cannabis items will appear in the POS Return Inventory location, and these items must be destroyed in Metrc-regulated markets. You can review this article to ensure you remain in compliance: SellTreez: How Do I Destroy Cannabis Inventory?