How to Return an Employee Payroll Deduct in Retail Pro:
Overview: Premier Health Partners has several stores that run Retail Pro 9 that we work with. Each entity runs independently from the others. These entities are Miami Valley Hospital (MVH), Upper Valley Medical Center (UVMC), and Atrium Gift Shop (Hilltop Gift Shop). These entities all run a payroll deduct program that allows hospital employees to swipe their badge at POS to purchase items as a tender type called “EPD” (the charge field renamed) – which stands for Employee Payroll Deduct. Sometimes there is an issue and a transaction that was tendered with EPD/Payroll Deduct must be returned. Here are the steps to follow:
IMPORTANT NOTE: Original receipts for Payroll Deducts SHOULD NEVER BE REVERSED. Instead, a RETURN must be done to balance out the original receipt!
1. First, we must find the original receipt. To do that, go to Receipts in Retail Pro.
2. Click on the 
button towards the top right and enter in the date of the original sale.
3. Click on 
the right hand side and you will get a window similar to this:
4. Click on the “Clear All” button on the side to clear out the last information put into the filter.
5. You can put in the total of the sale in the “Receipt Total” range section. If you know the exact amount, put that in the first and second fields.
6. Optionally, you can also click in the “Tender Type” field, a box will come up to the right which you can click on
A window will come up and you can put a check mark next to EPD and click OK.
7. Once you click the 
button on the Tender Type window, click on the OK button in the Filtered View window. This will filter for your transaction.
8. You will want to verify the correct receipt comes up (or if multiple receipts come up matching that criteria, you’ll need to check on each one to verify the badge number for the correct receipt).
a. To do this, click on the receipt and click 
at the top of the screen.
b. This should bring up the item section of the former receipt. To view the Tender section, click on the 
button. A screen like this will appear with the tender information (amount and badge number have been partially erased for the purpose of this guide):
c. In the Comment section across from EPD, you should see the correct badge number. If you are scrolling through multiple receipts and the receipt you picked is does not have the correct badge number, click on the 
button at the top and select the next receipt and click the Tender button. Repeat this process until you have picked the receipt with the correct badge number in the comment field.
9. Once you have the correct original receipt, click on the 
button at the top to make a copy of the receipt. A new receipt made under today’s name will be ready to be tendered, BUT we must change the receipt to be a return, to balance out the original sale and make sure the employee gets their refund.
10. 
In the Quantity section of the new receipt, change the quantities for each item to a NEGATIVE. When this screen comes up, click on the No Receipt button.
11. Repeat this process for all of the items on the sale.
12. Verify that the Receipt Total is now exactly the same as the original sale, BUT WITH A NEGATIVE SIGN IN FRONT OF IT, similar to this:
13. When the amount is correct, click the 
button.
14. In the listing of tenders to use, click the
button (if you see a badge number in the Comment section, do not worry about it, just leave it as is and continue these instructions). This window will come up:
15. Type in the employee’s badge number in the field above, then click Verify. This screen will then come up:
16. Click OK
17. Click on the 
button to complete the sale and print out a copy of the receipt.
18. Exit out of Retail Pro and allow cashiers to log back in as needed to continue ringing sales.