4 | Recalling & Refunding a Previous Transaction

This article demonstrates how to recall a transaction in SmartPOS. It also explains the process of refunding only a defined amount or a whole transaction that has already been finalised. If an Operator has the authorisation to utilise Management 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.

This article demonstrates how to recall a transaction in SmartPOS. It also explains the process of refunding only a defined amount or a whole transaction that has already been finalised.

If an Operator has the authorisation to utilise Management 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

Operator Maintenance 'Till Privileges' Tab

General: "Operate Tills" Flag
Managers: "Manager Functions" Flag
Managers: "Manager Override" Flag

Operator Maintenance 'General' Tab

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

Reprint and/or Refund

Reprint

After a Transaction is selected, a new window will open displaying all relevant Transaction Information
To Reprint the Transaction, simply tap on the Reprint 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