Performing a Return for a Tracked Retail Item

When you need to put a retail item back into inventory and return money to a customer, the correct workflow in WDF POS is to perform a return, not a refund. This is done by selling the item with a negative quantity.

Use this method when:

• The original item was sold in WDF POS
• The item is inventory tracked
• You want the item added back into stock
• You need to give the customer their money back

How to Perform a Return (Tracked Retail Item)

1. Go to Register
2. Click New Sale
3. Add the retail item being returned
4. Change the quantity to -1 (or whatever quantity is being returned)
5. Proceed to the payment screen
6. Select the payment method you are using to give the money back to the customer

Once completed, the system will:

• Reverse the revenue for that item
• Add the item back into inventory
• Record the transaction properly in reports

This works because the system treats it as a return, not just a refund.

Return vs Refund - What’s the Difference?

Return

A return is tied to inventory.

You are reversing a prior sale by selling a negative quantity. This:

• Puts the item back into stock
• Adjusts inventory automatically
• Returns money to the customer

This is the correct method for retail products like detergent, bags, supplies, etc.

Refund

A refund is simply giving money back.

Refunds:

• Do not automatically adjust inventory
• May or may not be tied to a prior sale
• Can be used for things like service adjustments, overcharges, etc.

If you process a refund without performing a return, you will need to manually update inventory.