{"id":6646,"date":"2021-10-05T13:59:08","date_gmt":"2021-10-05T17:59:08","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=6646"},"modified":"2023-06-15T11:08:19","modified_gmt":"2023-06-15T15:08:19","slug":"how-to-return-items-in-artisan","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/how-to-return-items-in-artisan\/","title":{"rendered":"Returning Items"},"content":{"rendered":"\n

There are a few different methods you can use to process returns in Artisan:<\/p>\n\n\n\n

Smart Returns<\/strong><\/a><\/p>\n\n\n\n

Customer Purchase History<\/a><\/strong><\/p>\n\n\n\n

Item Purchase History<\/strong><\/a><\/p>\n\n\n\n

Smart Returns<\/h3>\n\n\n\n

In the quantity section, type the negative quantity of the item being returned (in this example, they are returning one shirt). Or, click the “Return<\/strong>” button. <\/p>\n

\"\"<\/a><\/p>\n\n\n\n

This will bring up the “Smart Return<\/strong>” screen. Type or scan the sales slip number. If you don’t know the sales slip number, click on the magnifying glass or press Enter to bring up every time this specific item was purchased, including the slip number, quantity, and customer.<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Select the record. Artisan will recognize that this customer is returning the item and will set the returned price and discount to match the original sale.<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Click on “Finalize<\/strong>.”<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Select the payment type the customer used for the refund. If a credit card refund is selected, and the original payments included credit cards, the refund amount will be issued to the original card(s) automatically, without requiring the customer to present the card(s) again. Click “Save<\/strong>.”<\/p>\n\n\n\n

(Some additional settings might need to be configured depending on your situation. Call 877-723-7835 and press 2 to speak to our Support Staff).<\/p>\n\n\n\n

\"\"<\/a><\/figure><\/div>\n\n\n\n

Customer Purchase History<\/h3>\n\n\n\n

If you don’t have the product tag or receipt, you can still return the item.<\/p>\n\n\n\n

Search for the customer and view their purchase history. To do this, select the customer in the “Customer Records<\/strong>” screen. Click on “Edit This Record<\/strong>.”<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Click on the “Activity<\/strong>” tab or press “F4<\/strong>” on your keyboard.<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Click on “Activity Reports<\/strong>” or press “F4<\/strong>” on your keyboard.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Click on “Sales Activity<\/strong>.”<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Now that you have the sales slip number, you can head back to the Sales Screen to continue processing the return. Do that by hitting the “1 Active Sale<\/strong>” button,” or navigating to the “Open Screens<\/strong>” panel and selecting “New Sale\/Order<\/strong>.”<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

NOTE: <\/strong>Do NOT<\/strong> recall the sale\/order, as this is not the correct way to process returns in Artisan.<\/p>\n\n\n\n

Enter the sales slip number in the “Smart Returns<\/strong>” window and finalize the return.<\/p>\n\n\n\n

Item Purchase History<\/h3>\n\n\n\n

You can also look up the specific item in Artisan to find a specific sale. <\/p>\n\n\n\n

Click on “Items<\/strong>.”<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

Locate the item and click on “Edit This Record<\/strong>.”<\/p>\n

\"\"<\/a><\/p>\n

Navigate to the “Activity<\/strong>” tab or press the “F4<\/strong>” key on your keyboard.<\/p>\n

\"\"<\/a><\/p>\n

Click on “Activity Reports<\/strong>” or press “F4<\/strong>” on your keyboard.<\/p>\n

\"\"<\/a><\/p>\n

Select “Sales Activity<\/strong>.”<\/p>\n

\"\"<\/a><\/p>\n

Now that you have the sales slip number, you can head back to the Sales Screen to continue processing the return. Do that by hitting the “1 Active Sale<\/strong>” button,” or navigating to the “Open Screens<\/strong>” panel and selecting “New Sale\/Order<\/strong>.”<\/p>\n

\"\"<\/a><\/p>\n

NOTE: <\/strong>Do NOT<\/strong> recall the sale\/order, as this is not the correct way to process returns in Artisan.<\/p>\n","protected":false},"excerpt":{"rendered":"

There are a few different methods you can use to process returns in Artisan: Smart Returns Customer Purchase History Item Purchase History Smart Returns In the quantity section, type the negative quantity of the item being returned (in this example, they are returning one shirt). Or, click the “Return” button. …<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[287],"ht-kb-tag":[],"class_list":["post-6646","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales-and-orders"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6646","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=6646"}],"version-history":[{"count":15,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6646\/revisions"}],"predecessor-version":[{"id":15880,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6646\/revisions\/15880"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=6646"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=6646"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=6646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}