How to perform returns and exchanges?

Returns:

  1. Click Sales in the menu.
  2. Click the Search Orders button.
  3. Type the order # into the search bar and press ENTER.
  4. A list of items from the order will appear. Click the Refund link next to any item.
  5. The Order Details page will appear with a Refund button next to each item in the order. Click the Refund button next to the item that you want to return.
  6. Repeat for any other item that needs to be returned

* A new order with a negative quantity and sales value will be generated. This negative sale should be uploaded to METRC to offset the returned inventory. 

Exchanges:

  1. Create a new order selling the exchanged item at full price
  2. Do not collect additional money from the customer for the exchanged item
  3. Close the sale and upload the sale to METRC.

Related Articles