How do I set up within RetailVista the creation of credit vouchers from return receipts?
  • 23 Jun 2024
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How do I set up within RetailVista the creation of credit vouchers from return receipts?

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Article summary

<span class="fr-marker" data-id="0" data-type="true" style="display: none; line-height: 0;"></span><span class="fr-marker" data-id="0" data-type="false" style="display: none; line-height: 0;"></span>If products are returned and a negative balance remains as payment, it is possible to automatically print a return voucher/credit voucher with a barcode. This return voucher/credit voucher can then be used as payment for a future purchase in the store, using the barcode.

Create gift card type credit voucher

Administration > Promotional > Gift card types

Create payment method credit voucher

Administration > Point of Sale > Payment methods

General ledger: Select the general ledger number for credit vouchers here.

Payment method: Select 'Gift card integration' here.

Gift card type: Select the gift card type that was just created here.

Create gift card definition

Administration > Promotional > Gift card definitions

First consult with the customer about when the expiration dates should be placed.

Settings for Gift card integration

Extra > Settings > Gift card integration - General tab

Gift card integration active: Set to 'Yes'.

Extra > Settings > Gift card integration - RetailVista tab.

Gift card for returned products: Set to 'Yes'.

Returned products gift card definition: Select the gift card definition that was just created.

Returned gift card payment method: Select the voucher payment method.

Product voucher return creation

Start > Products > Product maintenance - General tab

Product voucher return without VAT and without revenue

Start > Products > Product maintenance - Sales tab

 

Product type: Gift card.

Gift card type: Select the created gift card type.


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