Void Reasons and Refund Reasons

• Managing Void Reasons
  • About Void Reasons
  • Enabling Void Reasons for a POS Revenue Centre
  • Creating a Void Reason
  • Changing the Void Reason Name
  • Deleting a Void Reason
• Managing Refund Reasons
  • About Refund Reasons
  • Enabling Refund Reasons for a POS Revenue Centre
  • Creating a Refund Reason
  • Changing the Refund Reason Name
  • Deleting a Refund Reason

Managing Void Reasons

About Void Reasons

When an item or ticket is voided on the POS (see POS - Voiding an Item or Order (After Firing) ), the POS operator is required to enter a void reason. Rather than the operator having to manually enter a reason, the system can be configured with a list of standard void reasons that the operator can select from, as per screenshot below). 

By default, the system has the following void reasons:

• Unhappy Customer
• Order Error
• Item out of Stock

Enabling Void Reasons for a POS Revenue Centre

The use of void reasons must be enabled for a POS revenue centre. To do so, complete the following steps::

1. Open the Service settings for editing for the POS revenue centre. 
2. Select the Force selection of a void reason check box. 
   
   
    
3. Click Save Changes to apply your changes. 

Creating a Void Reason

To create a void reason, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
    
2. From the Settings panel, select Point of Sale Settings > Void/Refunded Reasons. The Void/Refund Reasons screen appears, with the Void Reasons tab automatically selected. 
   
   
    
3. Click the Add Void Reason button. The Add Void Reason modal appears. 
   
   
    
4. Enter the reason in the Reason field, and then click the Save Void Reason button. The newly-created reason is listed on the Void Reasons screen. 

Changing the Void Reason Name

To change the name of an existing void reason, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
    
2. From the Settings panel, select Point of Sale Settings > Void/Refunded Reasons. The Void/Refund Reasons screen appears, with the Void Reasons tab automatically selected. 
   
   
    
3. For the void reason to be renamed, click its ellipsis in the Action column and select Edit (first screenshot below). The Edit: [Void Reason] modal appears (second screenshot below). 
   
   
   
   
    
4. Enter the name name in the Reason field, and then click the Save Changes button to apply your changes.

Deleting a Void Reason

To delete an existing void reason, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
    
2. From the Settings panel, select Point of Sale Settings > Void/Refunded Reasons. The Void/Refund Reasons screen appears, with the Void Reasons tab automatically selected. 
    
3. For the void reason to be deleted, click its ellipsis in the Action column and select Delete (first screenshot below). A confirmation message appears (second screenshot below). 
   
   
   
   
    
4. Click the Yes, Delete Void Reason button. The reason is deleted. 

Managing Refund Reasons

About Refund Reasons

When issuing a full or partial refund (see POS - Issuing a Refund), the POS operator is required to enter a refund reason. Rather than the operator having to manually enter a reason, the system can be configured with a list of standard refusal reasons that the operator can select from, as per screenshot below). 

By default, the system has the following refund reasons:

• Food was not as ordered
• Food safety concern
• Customer dissatisfied

Enabling Refund Reasons for a POS Revenue Centre

The use of refund reasons must be enabled for a POS revenue centre. To do so, complete the following steps::

1. Open the Service settings for editing for the POS revenue centre. 
2. Select the Force selection of a refund reason check box. 
   
   
    
3. Click Save Changes to apply your changes. 

Creating a Refund  Reason

To create a refund reason, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
    
2. From the Settings panel, select Point of Sale Settings > Void/Refunded Reasons. The Void/Refund Reasons screen appears. 
    
3. Select the Refund Reasons tab.  
   
   
    
4. Click the Add Refund Reason button. The Add Refund Reason modal appears. 
   
   
    
5. Enter the reason in the Reason field, and then click the Save Refund Reason button. The newly-created reason is listed on the Refund Reasons screen. 

Changing the Refund Reason Name

To change the name of an existing refund reason, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
    
2. From the Settings panel, select Point of Sale Settings > Void/Refunded Reasons. 
    
3. Select the Refund Reasons tab.  
   
   
    
4. For the refund reason to be renamed, click its ellipsis in the Action column and select Edit (first screenshot below). The Edit: [Void Reason] modal appears (second screenshot below). 
   
   
   
   
    
5. Enter the name name in the Reason field, and then click the Save Changes button to apply your changes.

Deleting a Refund Reason

To delete an existing refund reason, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
    
2. From the Settings panel, select Point of Sale Settings > Void/Refunded Reasons. 
    
3. Select the Refund Reasons tab.  
   
   
    
4. For the refund reason to be deleted, click its ellipsis in the Action column and select Delete (first screenshot below). A confirmation message appears (second screenshot below). 
   
   
   
   
    
5. Click the Yes, Delete Refund Reason button. The reason is deleted.