| Follow these steps to process product returns and exchanges in the sales system. |
| 1 • Process Returns |
| a. |
Click Sales in the menu. |
| b. |
Click the Search Orders button. |
| c. |
Type the order number into the search bar and press Enter. |
| d. |
In the list of items for the order, click the Refund link next to the item you want to return. |
| e. |
On the order details page, click the Refund button next to each item to return and repeat for any other items. |
| f. |
A new order with a negative quantity and sales value is generated; upload this negative sale to METRC to offset the returned inventory. |
| 2 • Process Exchanges |
| a. |
Create a new order selling the exchanged item at full price. |
| b. |
Do not collect any additional payment from the customer for the exchange. |
| c. |
Close the sale and upload it to METRC. |
| ✓ Return or exchange completed. |