Table of Contents

Returns in Aident CashPro

This article explains the return processes currently supported by Aident CashPro.

CashPro supports two main return approaches:

  • return items from a previous closed receipt
  • return an item directly by scanning it and selecting a price

Before you begin

Before starting a return:

  • there must be no open sale on the register
  • the original receipt, if used, must be a closed sale receipt

If a sale is still open, CashPro blocks the return process.

Return from a previous receipt

CashPro provides a guided Return Wizard for receipt-based returns.

Step 1 - Identify the original receipt

You can identify the original receipt in two ways:

  • scan or enter the receipt barcode in the format:
    • Location Code|Cash Register Code|Receipt No
  • use Receipt Search to select a closed sale receipt from a list

If the receipt cannot be found, CashPro shows an error.

Step 2 - Choose what to return

After the original receipt is found, CashPro shows the eligible lines.

The wizard can work with item-related lines such as:

  • Item
  • Set Item

Payment lines are excluded.

You can then choose either:

  • Complete Return, or
  • selected lines only

Step 3 - Adjust quantities

In the quantity adjustment step, the user can change how many units should be returned.

CashPro only allows return of quantities that have not already been returned earlier.

If the entire quantity from the original receipt has already been returned, CashPro stops the process.

What CashPro creates for a receipt return

When the return proceeds, CashPro:

  • creates or reuses an open return header on the current register
  • copies the selected lines into the return receipt
  • links the new lines back to the original receipt lines
  • tracks returned quantity on the original lines

For returned lines, CashPro reverses quantities and amounts appropriately.

Returns for set items

If the returned line is a Set Item, CashPro also creates and links return component lines.

It updates returned quantities on both:

  • the original set item line
  • the original component lines

Return payment

At the end of the wizard, CashPro asks for a payment method.

In the current implementation, the explicit finish flow is implemented for cash payment.

CashPro then:

  • creates the return payment line
  • closes the return receipt
  • opens the receipt page

Direct item return

CashPro also includes an Item Return page for returning an item directly.

This approach is useful when the return is not driven from a specific original receipt selection step.

Direct item return flow

  1. Open Item Return.
  2. Scan or enter the item barcode.
  3. Review the available price list lines.
  4. Choose whether to use the current item price instead.
  5. Confirm the return.

CashPro then creates or reuses an open sale receipt and inserts the return line.

Price source for direct item return

For direct item return, the user can choose:

  • a price from the displayed price list lines, or
  • Use Price from Item

Direct return of set items

If the scanned item is a set item, CashPro inserts both:

  • the set item return line
  • the component lines

Important limitations

Open sale blocks returns

CashPro blocks the return process if there is already an open sale on the register.

Receipt-based return requires a closed sale receipt

Only closed sale receipts can be used as the source for the return wizard.

Payment method support at finish

The current receipt-based finish flow clearly implements cash handling. Other payment method scenarios should be treated carefully unless separately validated in your environment.

Troubleshooting

There is an open sale

Close the open sale before starting a return.

Receipt not found

Check the barcode format or use Receipt Search.

There are no lines for return

The receipt may already be fully returned, or it may not contain eligible return lines.

Item barcode cannot be found

Check barcode type setup and item identifier data.