Returns in POS

Returns are a natural part of daily operations.
Sarah allows you to record returns in a controlled way to keep stock and billing in order.

Return types

Depending on your company's fiscal configuration, you can:

• Record simple returns (only adjust stock and cash).
• Issue credit notes associated with an original invoice or ticket.

General return flow

1. Search for the original sale from the Sales module or from POS history.
2. Select the operation you want to reverse (total or partial).
3. Indicate which products are returned and in what quantity.
4. Confirm the return:
   • Stock of products is adjusted.
   • A credit note or associated receipt is generated, if applicable.
   • Cash movement is recorded (if there's money refund).

Total vs partial returns

• Total return: the complete sale is reversed.
• Partial return: only some products or part of sold quantities are returned.

In both cases, the system:

• Maintains the link with the original sale.
• Leaves traceability of who made the return and when.

Stock impact

When you confirm a return:

• Stock increases in the corresponding warehouse (according to original sale configuration).
• The movement is recorded in inventory movement history.

This ensures stock reports correctly reflect returned units.

Cash impact

If the return implies refunding money to the customer:

• A negative movement is recorded in the cash register where the original sale was collected.
• In cash reports you'll see these adjustments clearly identified.

If only a credit note is generated without cash refund, the cash impact may be null, depending on your operational flow.

Best practices

• Whenever possible, work on the original sale, instead of creating manual movements.
• Define an internal criterion on who can authorize returns and credit notes.
• Periodically review return reports to detect patterns (products with more problems, users, times, etc.).