1. Create a 'Drum' Product
   • First, you need to create a dedicated product in Lightspeed specifically for the drum.
   • Name this product 'Drum'.
   • Decide whether inventory tracking is required for this product; this is at your discretion based on your business needs.
   • Reminder: The cost of the product should exclude GST/TAX, e.g., $9.0909 for a $10 drum in AU.
2. Create a Composite (Kit) Product for Chemical + Drum:
   • For scenarios where chemicals are sold along with a drum deposit, create a composite product (kit).
   • This kit should include both the chemical product and the 'Drum' product you created in the previous step.

• Add Client to the sale. Always add the client to the sale transaction to track who has the drums.
• If you sell the drum independently (e.g., as a standalone deposit), simply search for and select the 'Drum' product.
• When selling chemicals that include a drum deposit, search for and select the composite product (kit).
• Complete the transaction using your standard sales procedure.

If the Original transaction is available:

1. Find the original sales transaction either through the Sales History or by scanning the QR code on the client's receipt.
2. Click the Return items button within the transaction.
3. Remove all other items from the original transaction that are not being refunded, leaving the 'Drum' product:
   • Ensure you leave the standalone drum product, not the kit
   • This is especially important for the kit, as failing to remove it will incorrectly return the chemical stock to inventory.
4. Ensure the quantity aligns with the number being returned e.g. -1 for one drum.
5. Continue to refund the drum deposit amount to the client or apply it as a store credit, as per your business policy.

If no original transaction available:

1. Navigate to the sell screen.
2. Add client to the sale.
3. Search for and add the 'Drum' product (again, not the kit) to the transaction.
4. Ensure the quantity aligns with the number being returned e.g. -1 for one drum.
5. Continue to refund the drum deposit amount to the client or apply it as a store credit, as per your business policy.

Why is it important to select the "Drum" product for returns and not the "kit" product?

Selecting the "Drum" product ensures that only the drum deposit is refunded and that only the drum inventory (if tracked) is adjusted. If you select the "kit" product, Lightspeed will return both the drum and the chemical, leading to inaccurate chemical inventory levels.

What if a client returns a drum but doesn't have the original receipt?

You can still process the return as outlined in the "If no original transaction available" section. It's crucial to add the client to the transaction to maintain a record of the return against their profile.

How does this process impact inventory tracking?

If you have enabled inventory tracking for your 'Drum' product, selling the drum will decrease its stock, and returning it will increase its stock. This provides an accurate count of drums currently in circulation or available. If inventory is not tracked, it mainly serves as a financial line item.