A customer returns goods and a manager approves the refund
Who is involved
| Role | What they do |
|---|---|
| POS cashier | Finds the sale by receipt number and starts the return. |
| POS manager | Approves with their own sign-in, chooses lines, reason and payback method, and is told when a refund is large. |
Step by step
- POS cashier
Opens Returns, types or scans the receipt number and presses Find.
What they see:The sale appears with what can still be returned.
- POS cashier
Tries to refund and is told a refund needs a manager's sign-in.
What they see:The till explains the key is missing.
- POS manager
Signs in on the till, ticks the lines and quantities, and picks a reason and how to pay back.
What they see:The screen shows about how much goes back.
- POS manager
Presses Refund.
What they see:A refund receipt is ready to print, cash comes out of the open drawer, and the sale shows Partly refunded or Refunded.
- POS manager
Opens the in-app message if the refund reached the alert amount.
What they see:It names the sale, amount, cashier and reason.
Who is told what
A refund at or above the alert amount sends an in-app message to everyone who can close another person's session.