For Lightspeed Retail (X-Series) POS brands
Formerly known as Vend POS
How do I process a return with a Marsello discount in Lightspeed Retail (X-Series) POS?
Before you get started
Here are some key details to note about processing a return that contains a Marsello discount in Lightspeed Retail (X-Series) POS:
This process is required for retailers using Lightspeed Retail (X-Series) POS on Google Chrome.
Giving the reward back is an optional step depending on your store's individual policies.
⚠️ Important: This Chrome extension experience is now a legacy process. To enhance the experience for both staff and customers, contact the Marsello team to start using POS prompts to create an embedded and seamless solution.
What steps do I follow to process a return in Lightspeed Retail (X-Series) POS on Google Chrome?
1. From your Lightspeed Retail (X-Series) POS Sell Screen, navigate to Sales History
2. Search for the sale to be returned using the customer's name or receipt number.
3. Click into the sale and then click the Return items button
4. The original sale is then pushed into the Sell Screen with opposite values:
💡Tip: Where applicable, use the Trash icon to remove any items that the customer is not returning
5. Click Refund to complete the process. Choose the customer's payment method or process the refund per your store's unique policies.
⚠️ Important: Depending on your store's tax settings, you may need to do this process manually:
Since Marsello adds the discount through the Marsello Discount product, the return must be processed manually on Lightspeed Retail (X-Series) POS in order to ensure the amount paid matches the amount to refund.
Add the customer to the sale through your Lightspeed Retail (X-Series) POS sales screen
Search and add the products your customer is returning to the sale.
Adjust the following product details to match the original purchase:
Adjust the product quantity to a negative
Update the price of the item to match the amount they paid
Include the receipt number of the original transaction as a note
Click the Pay button to complete the transaction. You will be taken to the payment screen.
If the current register you are using is set up to print receipts, the receipt(s) will automatically be printed after refunding payment and hitting the Complete Sale button.