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Returning batteries, accessories, and services

Only items set as 'returnable' will display when processing a return. See: Setting up batteries, accessories, or services for more information.

1. On the Patient browser tab, open the patient’s file.
2. Click the Sales history tab.
3. Click on the desired sale.
4. Click

   Status
   title Return items

   . 
5. In the Return items screen, do any of the following:
   
   • Remove any items from the sale which are not being returned, by clicking on them and pressing the Delete key on the keyboard.

   • Adjust the quantities to be returned if necessary. See: Adjusting item quantities for more information. 

     Tip
     If returning an ALD, on an order which contains more than one of the same ALD, a prompt allows the user to select the correct ALDs to remove from the patient's file, upon clicking Status title Return items .

     
     

   • Adjust the credit allocations (if any insurers were involved in the original transaction), by clicking into the Credit amount field on the Credit allocation panel.
6. Optionally, if your system has multiple credit memo templates, set your desired credit memo template in the drop-down menu at the upper right-hand corner of the screen. One will be chosen by default. After the return is logged, in a new tab, a credit memo will appear, and you can print it out for the patient.
7. Click

   Status
   title Return items

   .
8. If a payment is applied against the sale, the Confirm operation dialog box appears. Do one of the following:
   • Click Yes to issue a refund.

   • Click No to save the credit on the patient's file.

     Tip
     Return credit can be applied against a new sale, or a refund can be issued at a later time.