• Home
  • KB Features
  • FAQs
  • Site Login
  • Home
  • KB Features
  • FAQs
  • Site Login
home/Knowledge Base/storis/ How do I refund a dollar amount on a completed order?
Trending:Access Mail, Storis, CXM

 How do I refund a dollar amount on a completed order?

17 views 0 February 3, 2021 webmaster

 How do I refund a dollar amount on a completed order?

Use the Adjust Dollars on a Completed Order routine to perform the following steps:

  1. Click the Plus button to generate the adjustment number.

  2. At the Store field, enter the store number.

  3. At the Adjustment Type field, select Credit Adjustment.

  4. At the Original Order field, enter the order number of the completed order. All customer and salesperson information for that order displays.

  5. On the Payment page, enter the amounts to be refunded.

  6. Follow the instructions in the Adjust Dollars on a Completed Order topic to complete the adjustment.

 Tax can be zeroed out if you do not want to refund the tax. Click the Actions button on the Customer or Payment page and select Order Tax Information. Once in that screen, locate the appropriate tax (delivery, pickup, etc.) and then click the Zero Tax Amount check box to remove the tax from the refund.

Tags:How do I refund a dollar amount on a completed order?

Was this helpful?

Yes  No
Related Articles
  • How do I find the customer purchase history
  • ECL Stop – Free Storis Database License
  • How to do Electronic Updates in STORIS
  • Why is the price not showing up for a product on the website?
  • CFA storis application manager
  • Warranty Overview
Leave A Comment Cancel reply

storis
  •  How do I refund a dollar amount on a completed order?
  • How do I find the customer purchase history
  • ECL Stop – Free Storis Database License
  • How to do Electronic Updates in STORIS
  • Why is the price not showing up for a product on the website?
  • CFA storis application manager
  • Warranty Overview
  •  How do I link a warranty to multiple lines on a split ticket sales order?
  •  How do I update the tax on an order, even if it has already been written?
  •  How do I suspend sales tax?
  •  How do I indicate that a customer is tax-exempt?
  •  Is it okay to delete salesperson codes we no longer use? What happens to open orders associated with these salespeople?
  •  How do I control which users are permitted to edit existing orders?
  •  How can I prevent a salesperson from viewing another salesperson’s activity and commission rate?
  •  How can the commission allocation for specific salespeople be changed?
  •  How are sales commissions established and calculated?
  •  Where can I view the date on which a customer was first entered into the system?
  •  How can we exclude certain customers from our mailing lists?
  •  An order I viewed in View an Existing Sales Order was automatically deleted. What happened?
  •  How do I turn off the Search for a Customer screen that appears when creating a new customer from within order entry?  
  •  How do I update a customer’s information if I’m in the middle of entering an order for the customer?
  •  How do I update a completed sales order (e.g., adjust an incorrect payment, change salesperson, etc.)?
  •  How do I include a customer’s own material (COM) component in a sales order?
  •  A purchase order was linked to items on a sales order. Now the linked quantities have been zeroed out. Why?
  •  Why am I unable to add a one-time-buy product to my sales order even though there is available quantity in another location?
  •  Why am I unable to add an obsolete product to a sales order, even though there is quantity on hand?
  •  How do I remove a reservation on a sales order and/or re-assign it to another sales order?
  •  How do I convert a shopping cart to a sales order?
  •  How do I email a quote or other sales document to a customer?
  •  How do I enter a sales quote or layaway order and convert it to a sales order?
  •  Can I exchange an item even though we sold the original merchandise pre-STORIS?
  •  How do I complete the return portion while leaving the replacement sale open?
  •  How do I complete the return portion while leaving the replacement sale open?
  •  What are the type of exchanges I can process?
  •  Should I enter the delivery/pickup and installation/restock fees as positive or negative on a return?  
  •  Can I return an item even though we sold the original item pre-STORIS?
  •  How can I enter a payment for an order already on a manifest?
  •  How do I apply payments to open and/or completed orders outside of Sales Order Entry?
  •  The credit card payment that we processed electronically shows in STORIS, but the credit card provider does not have a record of it. How do we correct this?
  •  A cashier entered the wrong dollar amount on a sales order and saved the order. How can I fix it?
  •  What is the difference between Daily Cash Balancing and Daily Cash Receipts?
  •  How do I zero out gift cards without refunding payment?
  •  How do I redeem a gift card/certificate?
  •  How is third party financing affected if an original order is an exchange or return?
  •  When I issued a credit card refund, why didn’t the system prompt to print a receipt?
  •  We often charge a design fee and then refund the fee if the customer makes a purchase.  How can we handle this?
  • A refund issued today on a pickup order appears on Report Daily Receipts Register but not on Report Cash Drawer Balancing Totals. Why?
  •  How do I move deposit money from a deleted order to a new order?
  •  How do I refund a customer deposit on a deleted sales order?
  •  How do I apply on-account money to a sales order?
  •  How do I transfer a payment or existing customer credit from a sales order to another open sales order?
  •  How do I refund or remove a customer deposit on an open sales order?
  •  How do I refund a customer with a credit on account?
  •  How do I refund a delivery charge and/or sales tax from a completed order?
  •  How do I refund/apply a customer credit against a completed order?
  •  How do I issue a customer refund?
  • Credit Holds FAQs
  • Run report for specific products in Storis
  • Conversion Sheet
  • Storis Learning Acount
  • storis EIS access
  • storis end a session
  • HOW TO KILL A LOCKED TICKET
  • CMX storis
KB Categories
  • third party delivery
  • cxm
  • email
  • logos
  • storis
  • chrome
  • Printing
  • zebra
  • VPN
  • DELIVERY
  • zebra scanner
  • shift4 configuration
  • door counter
  • EIS
  • layaway
  • key fob
  • dispatchtrack
  • server
  • armor lock
  • conversion sheet
  • Website
  • wondersigns
  • Floor Maintenance Manual
  • What is Scrum?
  • virtual map
  • vendors
  • scanners
  • Layaway policy
  • payroll
  • firewall
  • Shipping & Delivery
  • returns
  • HR
  • gift certificate
  • exchange
  • Human Resources
  • ecl
  • training
  • pick up
  • ATT
  • directions
  • manual
  • personal growth
  • terminal
  • alarm system
  • finance
  • vacation
  • credit card
  • bungii
  • merchant
  • itacit
  • sonicwall
  • Privacy Policy
  • Terms of Use
  • © 2020 Georgia Furniture Mart. All Rights Reserved

Trending:Access Mail, Storis, CXM