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📄Recalling & Refunding a Previous Transaction

This article demonstrates how to Recall a transaction in SmartPOS. 

Overview

If an Operator has the authorisation to utilise Manager Functions, they will be able to Recall a Transaction.

Once Recalled, Transactions can be Reprinted and Refunds can be processed. If the desired Transaction was from a previous date, the Operator can select a past Start Date to view Transactions from.

     

    Prerequisites

    • To access Recalling and Refunding features, the applicable Operator Privileges will need to be enabled 
      • General: "Operate Tills" Flag
      • Managers: "Manager Functions" Flag
      • Managers: "Manager Override" Flag
      • System Setup: "Maintain Till Function Maps" Flag

     

    "Recall Transaction List" Sub-Function

    • The Recall Transaction List Sub-Function will need to be available on the designated Till and Function Map to process a Transaction 

     

    "No Transaction Refund" Flag - Venue Maintenance 

    • To be able to Refund a Recalled Transaction, a flag in Venue Maintenance will need to be configured to display a Refund button within the Recalled Transaction Window 

     

    Selecting a Transaction

    • To select a Transaction to Reprint or Refund, the Operator will first need to select the Recall Transaction function button from the Manager Function Panel
    • In order for a Transaction to be Reprinted and/or Refunded, select the Recall Transaction function button
    • The location of and/or the text displayed on this Function Key may vary on your system; check with your Bepoz Administrator

      • A new window will then appear displaying all previous Till Transactions 
        • Information such as Transaction Number, Date, Time, and Amount can all be used to locate the desired Transaction
        • By default, this screen will display the most recent Transaction at the bottom, preceded by other Transactions in chronological order
        • The Next Page and Prev Page buttons can be used to navigate through the list of Transactions
      • Select the desired Transaction either by double-tapping on the Transaction or by highlighting the Transaction and tapping on the Select button

       

      Quantity Refund

      • To Refund Product(s) with more than one (1) quantity, select the desired Product to Refund and tap the Refund Item button
      • Once selected, a window will appear prompting to input the quantity to be Refunded
      • By default, the current quantity will be displayed automatically 

        • After the desired quantity has been input, press OK to return to the Recalled Transaction window

        • Select the Refund Item button again and all Refunded Products will be displayed in the Transaction Window with the quantity and the amount returned

          • When proceeding with the Refund Payment, a Manager Override will be required if the logged on Operator does not have the authorization to Refund a Transaction

             

           

          Individual Product Refund

          • To Refund an individual Product, select the desired Product and tap on the Refund Item button
          • The Refunded Product will be displayed in the Transaction Window with the amount returned
           

          Whole Refund 

          • To process a Whole Refund, select the Refund button 
          • A prompt message will appear and to complete the Refund Process for a Whole transaction, Select OK
          • After this, all Refunded Products will be displayed in the Transaction Window with the quantity and the amount returned

          Transaction Type Status 

          • For all Refund Processes on SmartPOS, the original Transaction will appear in the Transaction List as Void
          • The Refund Transaction will have a separate Transaction Number with a negative Monetary Amount and RVSL (Reversal) will be displayed for the Transaction Type 

            

          Refunding Tables - From Version 4.7 its now possible to refund Table Transactions including Bistro. Follow the above processes after having selected the Table transaction from the list