Returns from Multi-Store purchase

Thanks for reaching out to the Community, MAKENZI. I'm here to help you process a return from an order made at HQ.

Remote stores can reverse receipts only until they are sent to Headquarters in a Store Exchange. If an error is discovered after a receipt has been sent to Headquarters, there are two ways to fix it:

You can reverse the receipt at Headquarters. Inventory at the remote will be corrected after the next Store Exchange, but the remote sales history will not be updated. Or you can use a return, copy, and correct procedure at the remote store. This procedure will create a return receipt to cancel the original sales receipt's effect on inventory. Then, create a new corrected sales receipt to update inventory and your sales history with the correct information.

If you want to use a return procedure at the remote store, Here's how:
 

1. Locate the original receipt in your Sales History.
2. Click the Copy Receipt.
3. Select Change to Return from the I Want To menu to make the copy a return receipt. Leave all items, quantities, prices, etc., the same as the original. Save this new return receipt.
4. Locate and copy the original receipt a second time. Make corrections on this copy to reflect the actual items, quantities, and prices of the sold merchandise.
5. Then Save.
    

You may also check out this article for additional help accepting a returned or exchanged product in Point of Sale: Record returned or exchange items in Point of Sale.

I've also added this article as your guide if you want to learn how to switch your store type in Point of Sale Multi-Store from Headquarters to Remote or the other way around: Change store type in Point of Sale Multi-store.

Please post a comment below if you want to learn more about your QuickBooks Point of Sale account or any other QuickBooks-related concerns. I'll be here. Take care!

I'm not sure this answers my question. If a customer shops at HQ and purchases material, but is returning some products at our Remote Store...I'm under the impression I cannot see HQ Sales History. If I can't see HQ Sales  History at the Remote Store, how can I process their return?  

Welcome back, @MAKENZI.

Let me clarify things and help you record the return in QuickBooks Point of Sale.

Please know that transactional documents, such as Sales History, made at the Headquarters are not sent to remote stores. That said, you won't be able to process a return from a remote store when the item was purchased at the Headquarters.

You'll need to process the returned item at the Headquarters to record it in your QuickBooks Point of Sale. To do so, you can follow the steps outlined in this article: Record returned or exchange of items in Point of Sale.

You may also want to run and customize reports in QuickBooks Point of Sale. This will help you focus on the info your business needs. 

Don't hesitate to come back to this post if you need more clarification about this. I'll be standing by on your response.

Hi Mark,

Thank you for the clarification.  Will HQ be able to see Remote store transaction history?  

I guess I'm just confused why it's called a "MULTI-STORE FUNCTION" when there's so many limitations.  We have 2 stores only 25 minutes apart from eachother and it's causing a lot of hassle figuring out how to smoothly operate multiple stores. 

Let me provide some insights into how the Headquarters works in the point of sale system, MAKENZI.

The mentioned setup is unable to view the history of Remote Store transactions. However, it performs typical store operations and manages the following:

• Maintains central control over inventory
• Creates purchase orders
• Company-wide program preferences
• Exchanges data with QuickBooks
• Run reports that include the activities at all stores

Here's a great resource that provides an overview of the QuickBooks Desktop Point of Sale (QBPOS): User Guide. It contains a link to a page where you can view all of the system's features, including the tasks you can perform.

You can also use our online resources to look for articles or answers about any QBPOS processes. Simply select the topic that addresses your concern.

Thank you for giving me the opportunity to help, MAKENZI. Feel free to visit the Community if you have other QuickBooks concerns or additional questions about QBPOS. I'm more than happy to answer them for you.