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TwoScoops

Creating a MANUAL Return Item

When we first signed up with Square; we were disappointed that there was not the ability to create a manual return item - that we can only do a return on an actual transaction.

 

For example, we sell soda in returnable bottles. When the customer returns the bottle - they receive .50 back for the bottle deposit.

 

On Shopkeep - we had an Item Button for the "Bottle Return .50"; and were able to create a manual return and attach it to this button.  Now, we have to have a post-it note sitting by the cash register and make little tally marks on it.

 

Anyone else here having similar issues?

Message 1 of 20
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19 REPLIES 19
Admin

Re: Creating a MANUAL Return Item

That's a very interesting feature request. 

 

I'll definitely let our Product Team know about this. 

 

The only thing that comes to mind would be to create an actual item "Bottle Return .50" and price them at $0.00. 

 

While you wouldn't be able to track a negative sale, it would at least allow you to better track the number of bottle returns you get rather than marking tallies. 

Message 2 of 20
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Riot

Re: Creating a MANUAL Return Item

Have you guys managed to come with a solution to handle the bottle deposit?

We are a micro brewery using Square and while we serve most of our customers sleeves and tasting flights, we also sell 22oz. bottles and 6-packs cans. These packaged products require both a bottle deposit ($0.10 per bottle) and can deposit ($0.10 per can). 

I have 2 discounts set up for both Bottle Deposit - Return and Can Deposit - Return.


Wanted to try it this morning for the 1st time and it doesn't let me do it. The customer has to buy something in order for me to give him $0.10 back and I find this really annoying. When would you guys be able to come up with a negative sales amount to handle returns/deposit on products such as bottles and cans?

Message 3 of 20
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Admin

Re: Creating a MANUAL Return Item

Hey @Riot, welcome to the seller community and thanks for bringing this up!

 

We recently released a Comp and Void feature, which allows you to remove an item or charge from the customer bill without losing track of those details in your reporting. For example, you could comp your customer $0.10 with the reason "bottle deposit" when closing out the sale.

 

These comps will be tracked in your Sales Summary, and you can also send your customer a receipt if they wish.

Example receipt:

Comp_Receipt.png

 

Hope this option helps. Please don't hesitate to reply with any other questions or concerns.

Message 4 of 20
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Riot

Re: Creating a MANUAL Return Item

@Tom That's great but was happens if someone comes in and only wants to return the bottles without purchasing anything?

I couldn't make it work, I can't apply a so-called "discount" for a $0.10 without adding an item. So how I am supposed to deal with these specific customers? When they come to my place, they buy cans and bottles and we charge them for the deposit, so I would look stupid if I can't accept their cans/bottles back.

HELP NEEDED!

 

 

Message 5 of 20
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Admin

Re: Creating a MANUAL Return Item

Thanks for your reply, @Riot, and sorry for the confusion — I was envisioning that all of your customers remained on location at the microbrewery. If the payment is already closed out, then the comp suggestion won't work. As EJ mentioned, negative sales are still is not available within the app.

 

I went to check on this further and it does not look like collecting security deposits/negative sales are something on our roadmap right now. I will certainly share your example with our Product Liaison team and we'll circle back with any updates.

Message 6 of 20
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mantracoffee

Re: Creating a MANUAL Return Item

You referenced creating a .10 comp feature.  How do you customize the amount to comp?  

Message 7 of 20
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Admin

Re: Creating a MANUAL Return Item

Hi @mantracoffee, thanks for pointing this out. At this time, the ability to customize the amount of the comp or comp a partial amount of an item/sale is not available.

 

As a workaround, my best suggestion would be to go with the discount option. Otherwise, you could add a custom sale amount/item at the appropriate price to be comped > add a note > Comp Item.

 

Hope this helps clear things up! Please let me know if you have any other questions about this. 🙂

Message 8 of 20
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dakotaharvest

Re: Creating a MANUAL Return Item

You could create a discount for bottle return for the 50 cents. At least then you'd get to track the value and the number of bottles returned. The only problem you'd have is if they wanted to return the item and not purchase anything else.

 

In that situation you'd have to try to do a refund. The workflow wouldn't be pretty for it since you need to issue refunds via an actual transaction. Finding those transactions from a big list if they don't have a receipt handy would be difficult. In that situation, creating the zero dollar item for a bottle could be done with cash removed from the till for the bottles. If you wanted to try to use the "Cash Management" feature, you might be able to track the cash so the reports stay up to date. (It might still require a little work to combine the 2 types when closing out your books.)

 

https://squareup.com/help/us/en/article/5152-cash-drawer-management

 

You could keep bottle returns all using the same workflow separate from a normal transaction if you wanted to keep it consistent.

Message 9 of 20
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Wayward

Re: Creating a MANUAL Return Item

All discounts are applied pre-tax. I have to charge 15% tax on alcohol sales. If we set a $0.50 discount then the pre-tax amount drops by $0.50, resulting in a 57.5c reduction in total price.

Message 10 of 20
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