Refunds/Exchanges
Refund is an option that is turned on by us and not an automatic button the customer has. When the customer wants to do a refund the user must have the permission ***FOH ORDER REFUND*** assigned to their role. To perform a refund it's the same process as creating an order except that the user presses the refund button first and this opens what looks to be an open order.
1. Choose 'Refund' order type
2. Choose the items you are refunding or if you are refunding a specific amount you can use an open food button or if permission allows can price adjust an item for the amount you want to refund. Once the refund amount is established from one of the options listed here you hit the pay button and proceed to the payment screen.
3. From the payment screen you choose the payment type (like you would for a normal check out) and the payment type will determine where the money is refunded to. If you choose credit you will swipe the card or manually input the card information and the refund will be processed and returned to the card. Once transaction is completed you will receive a confirmation on the screen of the refund and a receipt will print.
As for Exchanges, we do not have this functionality. Seeing as we are a restaurant based program, it is not likely that we will ever have this functionality. But there is a work around. What the customer will have to do is start with a refund of the items that are being brought back, and then ring up a normal sale of new items that are being taken. Currently, this is the only way to do something that resembles an exchange.
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