Applies to: Toast Web, Retail, Toast POS, Returns
Permissions needed:
3.23 Find Checks
3.8 Void/Refund Payments
What you'll accomplish:
Search for captured payment sales directly within the POS
Complete refunds natively on the POS
Determine whether returned items should be restocked or discarded:
If restocked, inventory will automatically update in the backend
If discarded, inventory counts will remain accurate without requiring manual adjustments
To enable Retail returns, follow the steps below:
In Toast Web, navigate to Finance.
Next, scroll down to Related > Settings > Returns & Exchanges.
Toggle Return Items to Inventory to On.
Save and publish your changes.
Expected outcome: Once enabled, your team will see a prompt after each refund to confirm which returned items should be restocked. The inventory update happens instantly and is reflected in your Toast Web back-end.
Navigate to Returns and Return to Inventory
Option 1: Manager Activities
From your POS main menu, go to the Manager Activities section and select Find Sales & Issue Refund. To get to your POS main menu from the ordering screen, select the back arrow in the top-left corner.
Option 2: Retail Mode
On the Toast POS, navigate to Mode > Retail Mode.
Select Look up past sales.
Issue a Refund on the POS for Retail
Using one of the navigation paths above will navigate you to search for the return by sale number or credit card. If enabled at your location, you can also scan the barcode.
Once the information has been entered, select the purchase from the list.
On the payment screen, select Pay then Refund.
Select the box for the item(s) you want to return. Here you can select all items, select items, adjust quantities, or enter a custom amount. Once all selections have been made, select Next.
Review the refund details, which includes Items being returned, the Refund method, and the Refund total.
Once confirmed, select Confirm Refund.
Select your receipt option: No receipt, print, email, or text.
Select Continue.
You will then be prompted with Return items to inventory. Select the applicable items and select Confirm. Note: The Return items to inventory feature is not available for customers outside of the US at this time.
Review the inventory update and select Done.