Point of Sale & Business OperationsPoint of Sale, Sales & Till Management
Standalone Return & Approval
A return not tied to a specific sale, which needs a separate approval step.
For a return that isn't linked to a known original sale, create a standalone return instead of using Process a Return.
Creating one
- Location (required)
- Original sale (optional — leave blank if truly standalone)
- Customer (optional)
- Items — product, quantity, and reason (defective, wrong item, expired, customer request, other) per line
Approving
A separate step from creation — someone with return-approval permission reviews it:
- Approved (yes/no)
- Rejection reason — if not approved
- Notes
This two-step create-then-approve flow is what distinguishes standalone returns from returns processed directly against a known sale, which don't require a separate approval.