Processing Order Refunds and Returns

Overview

BarSight handles refunds and returns on customer orders, including partial refunds, deposit credits, and inventory adjustments. Whether a customer returns a damaged keg or wants credit for an incorrect shipment, you can process it without affecting your historical sales data.

Processing a Refund

1. Navigate to Brewery > Orders
2. Find and open the order that needs a refund
3. Click Operations in the toolbar
4. Select Process Refund
5. Choose the items to refund:
   • Select specific line items or quantities
   • Enter the refund amount (can be partial)
   • Add a reason for the refund
6. Click Process Refund to confirm

Processing Container Returns

When customers return kegs, growlers, or other deposit items:

1. Navigate to Brewery > Customers
2. Find the customer and view their Deposit Balance
3. Click Record Return
4. Enter the containers being returned
5. Choose whether to:
   • Credit Account - Apply deposit to future orders
   • Refund Deposit - Return the deposit money
6. Click Process Return

What Happens Behind the Scenes

• Refunds create a credit memo linked to the original order
• Inventory is optionally returned to stock (for product returns)
• Deposits are credited back to the customer's deposit balance
• Reports show both the original sale and the refund separately

Pro Tip

For bulk returns from a single customer, use the Bulk Customer Returns feature to process multiple containers at once instead of handling them one by one.

Learn More

To understand how deposit tracking works, see Setting Up Deposit Tracking. For recording historical sales that need refunds, check out Legacy Orders.