Voiding Planet Tax-Free Status on Return Order

Introduction

This topic explains how to void tax-free when processing a return order.

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Steps to Void Tax-Free Status on Return Order

Phase I- Returning the Order

1. Click the burger menu.

   

2. Click ORDERS.

   

3. Locate the order id using following options:

   1. For an order with reference, initiate new search in the search box:

      

      1. Enter the following keywords:
         1. name
         2. category
         3. upc
         4. id
      2. Scan the order barcode

   2. For an order without reference, use the integrated filters at the upper right corner.

      

4. Click the order that customer wish to return.

   

5. Click Fast Return in the bottom bar.

   

6. Click the red button located in the upper right corner.

   

7. Select the preferred payment options. Note: CASH option has been selected in this scenario.

   

8. Click Apply Return.

   

9. Click Done to complete the return transaction.

   

Phase II- Voiding the Tax Free

1. Click ORDERS again.

   

2. Click the sales order.

   

3. Click View Confirmation in the bottom bar.

   

4. Click Void button.

   

5. Click Yes on the Alert to generate the credit note.

   

   Example: A sample Planet tax free credit note is shown below for reference.