Returns

Process a return from a recent sale

Find the patient's sale by hand and refund the returned product.

1. Make sure you're on the Process New Return tab (it opens by default).
2. Find the patient's sale in the table, or type a name into the Search by patient... box to narrow it down.
3. Check the Time Left badge to confirm the return is still within the 30-day window.
4. Click Process Return on that row to open the Process Product Return dialog.
5. Under Select Product to Return, click the product the patient is bringing back. Each option shows how many are available to return and the price per unit.
6. In Quantity to Return, type how many units are coming back. The Refund Amount updates automatically.
7. Optionally type a note in Return Reason (Optional).
8. If the purchase was paid by card, leave the pre-checked Refund to card checkbox on to send money back to that card, or uncheck it to refund another way. Cash purchases show no checkbox.
9. Click Process Return.
10. Wait for the green Return Processed toast confirming the item count and that inventory was updated. The dialog closes and the tables refresh.

💡 Tip: Returns are limited to 30 days. Past that the sale drops off this list and the dialog shows "The 30-day return window has expired for this purchase."

Process a return by scanning the bottle

Scan a bottle's barcode to look up its sale automatically.

1. Click Scan to Return in the top-right of the page header to open the Process Return — Scan Bottle dialog.
2. Scan the bottle's label, or type the serial barcode (e.g. CHI000123), into the Serial barcode field and press Enter.
3. Confirm the green "Located..." banner appears with the Patient, Sale appointment date, and Refund amount. A red error means the barcode wasn't matched, so re-scan or check the code.
4. Under Condition, choose Resellable to return it to inventory, or Damaged / opened to discard it.
5. Optionally type a note in Reason (optional). If you scanned the wrong item, click Scan a different bottle to start over.
6. Click Process Return.
7. Wait for the Return processed toast confirming the bottle was returned to inventory or discarded. The dialog closes and the page refreshes.

💡 Tip: Each scan handles one bottle at a time. To return several bottles from the same sale, process one, then re-open Scan to Return for the next.

Search recent sales by patient

1. On the Process New Return tab, click the Search by patient... box.
2. Type part of the patient's name. The table filters as you type and resets to the first page.
3. Clear the box to see all eligible sales again.

View and search return history

1. Click the Return History tab.
2. Review the processed returns, including each refund and any commission Clawback (shown in orange).
3. To find a specific record, type into the Search by patient... box.

💡 Tip: The history search also matches the practitioner name and product name, not just the patient.

Change the return history date range

1. On the Return History tab, click the date button at the top right (it shows the current range, e.g. the last 30 days).
2. In the calendar pop-up, click the start date, then click the end date to set the range.
3. The history table and all four summary cards update to cover the dates you picked.

💡 Tip: The date range controls the Return History table and the four summary cards only. The Process New Return tab always shows sales from the last 30 days.