Prism Users Guide = Chapter 31 Centrals
31.5 Central Returns
There are two paths a user can take for a central return. Each path requires referencing the original sales transaction:
- Change the transaction type to "Return" and select the "Search for Receipt" option. Use this method when the customer is returning all or most items from the original sale.
- Change an individual item's type to "Return" and select the "Yes" option when prompted to search for the original transaction. Use this method when a customer is returning a single item.
Whichever path is taken, the transaction is searched for both in the Centrals server database and the local database.
- Only transactions from the user's subsidiary are displayed in the results.
- If the transaction is not found on the Centrals Server, a prompt is displayed.
Document Lookups by SID when using Centrals
If Lookup Options are set to allow lookup by document SID, be aware that lookups by SID will work for the local database but not for the centrals database.
‘From Centrals' checkbox on item returns, customer lookup
In the screenshot below, the "From Centrals" checkbox (read-only) is shown on an item return screen. The From Centrals checkbox indicates if the original sale transaction was pulled from the Centrals server or local server.