Sales Management > Correcting Sales

Sometimes it is useful to correct a sale when the wrong item has been sold or when the wrong payment method was used. If you want to correct your sales history for a posted sale:

Unposted (Unclosed) Sales

1.	Find the original sale in the Sales Manager by pressing the Sales Mgr button on the Toolbar or by pressing Ctrl-M.

2.	Search for the sale you need to correct and press the Void button.

3.	Then press the Copy Sale button. This will copy all of the sale information into the Sales Screen.

4.	Make the appropriate changes to the sale (i.e., sell the proper items, use the proper payment method, etc.) and post the sale.

Posted (Closed) Sales

1.	Find the original sale in the Sales Manager by pressing the Sales Mgr button on the Toolbar or by pressing Ctrl-M.

2.	Press the Copy Sale button. This will copy all of the sale information into the Sales Screen.

3.	Remove the correctly sold items from the Sales Screen

4.	Put a negative quantity for the items that were incorrectly sold (by pressing Ctrl-N),

5.	Add the correct items to the sale.

6.	Post the sale.

Note: If only one or two items on the sale are incorrect, it might be easier to just exchange the items.

If you correct a Posted Sale, the sale date for that item will be shown as the date the correction was made.

For Layaways or Open Orders

1.	Find the Layaway or Open Order in the Sales Manager by pressing the Sales Mgr button on the Toolbar or by pressing Ctrl-M and selecting Open Orders or Layaways from the drop down box.

2.	Search for the sale you need to correct and press the appropriate Cancel button.

3.	RetailEdge will ask you if you would like to return the customer's money.

4.	Choose Yes and return the money to the customer's store credit.

5.	Then reenter the Sale. On the Payment Tab of the Sales Screen press the Order or Layaway button and convert the sale to a layaway or order. When you post the sale, use the customer's credit as the payment method.

Note: You cannot void a completed Layaway or Open Order.