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Retail: SellTreez POS
How Does a Budtender Process Returns/Refunds?
How Does a Budtender Process Returns/Refunds?
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Written by Treez Admin
Updated over a week ago
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Please Note: Only Managers should approve a return/refund request at the POS.

A budtender can navigate to Retail > SellTreez POS

From SellTreez, select a customer from the queue or choose the No Customer button.

  • Select your name and log in using your personalized PIN. This will take you to the sales screen.

  • 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.

Click into the ticket once searched, and then click Refund at the bottom right of the screen.

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  • 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.

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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: Call a manager to ensure your steps are correct and have them perform the final step.

Once a manager has approved the process and hit “Refund”, the refund is complete. A receipt will print, and you can return any change to the customer, if necessary. Be sure and take possession of the physical return and have a manager place this in a secure location. The manager will have to take additional steps for compliance purposes.

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