There are times when you will need to clear a sale or part of a sale (otherwise known as a 'void' or 'refund'). This section documents the steps required when clearing an entire sale or part of a sale at the FOH. POS staff members who have been granted the Clear Sales privilege can clear an entire sale. POS staff members who have been granted the Edit Finalised Sale privilege can add/remove items from a finalised sale. See section Polygon POS Management > POS Staff Details > Privileges for more information about assigning POS staff privileges.
To clear an entire sale follow these steps: •Log into the POS Terminal; •If table floorplans are used, press the Over The Counter Sale button; •To retrieve the sale in question - Press on the Sales History button •Highlight the sale to be cleared and press the Edit button; Note: If a Recall Last Sale button has been added to the to the Product Keypad, the Recall Last Sale button can be used to retrieve the last recorded sale. •Press on the Pay button •If this sale was paid for with an integrated EFTPOS payment. Highlight the EFTPOS payment and press the C button •Then press on the Clear Sale button •Enter your POS Staff password and press OK This sale will be removed from the system and the action will be logged.
|
and view all Finalised Sales (if open sales are currently listed, press the 
at the bottom right corner of the screen. This will load the Bill Settlement Screen.
. The integrated EFTPOS system will prompt the customer to swipe their card and enter their PIN.
To remove an item from a finalised sale:
•Log into the POS Terminal •If table floorplans are used, click the Over The Counter Sale button; •To retrieve the sale in question - Click on the Sales History button •Highlight the sale to be modified and click the Edit button. Note: If a Recall Last Sale button has been added to the to the Product Keypad, the Recall Last Sale button can be used to retrieve the last recorded sale. •Highlight the item/s to be removed in the Subtotal box; •Press the 'C' button •Press Yes to confirm this item is to be deleted; •Repeat the previous 3 steps for each item which is to be removed from the sale; •When all items have been removed, press on the Pay button •Remove any previous payments by highlighting the payment details and pressing the 'C' button •Press the No Sale •Re-select the media type and press the 'F' button to refresh the update the amount tendered. •Press OK
|
button to open the cash drawer and provide the customer with the refund.
Always print a receipt for Clear Sale (refund) transactions
See Also:
Entering a Sale - The Product Keypad Screen
Finalising a Sale - The Bill Settlement Screen
Polygon POS Management Introduction
Actions such as cleared sales, deleted payments and use of the No Sale button can be logged and reviewed at a later time using the POS Execptions report which is available from the Polygon POS Management Back of House. See section Reports > Polygon POS Management > Admin for more information about the POS Exceptions report.