Retail POS Refund a Purchase

Updated 1 month ago by Ariana Hanshaw

Refund or partially refund a customer purchase in the Retail Point of Sale by following these steps.

Prerequisites

Make sure your user role allows for you to process returns. In Flourish, navigate to Admin > User Roles > Point of Sale and ensure that the following is toggled on: Shop > Sales History > Authorize cash return with PIN and Refund purchase.

Without these permissions, you may receive an error when attempting to refund sales.

If you receive the error above when processing returns, double-check with your Flourish administrator to make sure your role is allowed to complete returns.

Refunding a Purchase

  1. In Flourish POS, navigate to Shop > Sales History.
  2. Using the filters and search bar, locate the order that needs to be returned.
  3. Click Return in the far-right column to begin the return process.
  1. Select the correct till from the Select Till dropdown.
  2. Use the arrows or type in the Return field to enter the number of items to be returned.
  3. Repeat step 5 for each item on the order that needs to be returned, then click Next.
  4. On the Return Details screen, submit the amount to refund (REFUND AMT) for the different payments methods. To refund a debit card transaction. You can also click on APPLY MAX ALLOWED for refunding the maximum for the payment method.
In order to complete a refund in cash, the user must enter a valid PIN to authorize the refund. The PIN validation requires that the user have the action permission to Authorize cash return with PIN enabled.

  1. Enter a Reason For Return.
  2. If the customer is returning a non-cannabis item, you can check the Restock checkbox to add the item back to your active inventory.
  3. When everything is complete, click the Complete Return button.

Refund a debit card

You can refund up to the amount that was charged to the card. The ability to complete a refund on the card can also be time-limited to a certain number of days after the original purchase, depending on the facility's payment method configuration.
  1. Process the refund on the External Card Terminal.
  2. Get the Transaction ID from the External Card Terminal.
  3. Type the Transaction ID to the Transaction ID field

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