What this page is for
This page shows one order in full: its store, type, channel, who served it and when, every line rung on it with its quantity, price, discount, tax and whether its stock has been issued, every bill raised against it with what it covers and how it was paid, and the order's own totals and tax breakdown.
Most of what happens to an order happens at the till. This page is where you put something right afterwards: voiding a line or a whole bill, correcting a wrongly rung quantity, or cancelling the entire order. Every one of these needs a reason, and some of them need you to say what happened to stock that had already left, or where a refund should go. Inside your own role's limits, the change applies at once; outside them, it is sent to Sale corrections for someone else to approve or reject.
A line that has gone to the kitchen cannot simply be edited — it is corrected instead, which keeps the original figures on record. A line taken to zero by a void stays on the order at zero, so a report of voids can still read it. Voiding every bill on an order leaves the order Completed, because each bill closed in its own right.
Everyone whose role can view sales sees this page. Voiding or correcting within your own limits, and cancelling an order, need a role that can operate sales; anything outside those limits waits for a role that can approve sales, and never from the person who raised it.
Fields
These appear in the dialog that opens for whichever action you choose, only where that action needs them.
Correct quantity
The quantity the line should actually be, replacing what was rung. Shown only when correcting a line.
Example: 2, where 3 burgers were rung but only two were ordered.
Reason
Why the line or bill is being voided or corrected. Required for a void or a correction.
Example: Rung in error
What happened to the stock
Shown only where the line's stock had already been issued.
- Back on the shelf: returns the stock to the batches it came from.
- In the bin: returns it and writes it off as wastage.
Example: Back on the shelf for an unopened bottle rung by mistake; In the bin for a plate already served.
Refund through
Which payment method the refund goes out on. Shown only where the bill being voided or corrected has already been paid.
Example: Cash
Till session the cash leaves
Which till session's drawer the cash refund comes from. Shown only when refunding in cash, and only a till session trading right now can be chosen.
Example: Session 412
Refund reason
Why the money is going back. Shown alongside every refund.
Example: Customer changed their order
How to…
How to void a line
- On an open bill's line, press Void.
- Give the Reason, and What happened to the stock if it had already been issued.
- Confirm.
How to correct a line
- On a line that has already fired, press Correct.
- Enter the Correct quantity, the Reason, and what happened to any stock already issued.
- If the line's bill has already been paid, the correction also refunds the difference: choose Refund through and, for cash, the Till session the cash leaves, plus the Refund reason.
- Confirm.
How to void a bill
- On the bill, press Void bill.
- An open bill's lines simply go back to the order for another bill to take. A settled bill keeps its receipt number and refunds what it collected: choose where the money goes out.
- Confirm.
How to cancel the whole order
Press Cancel order in the page header. Every line and bill is voided together; any paid bill is refunded, and stock already issued is returned or written off as you choose.
Worked examples
Restaurant and bar
A waiter at The Acacia Grill & Bar rings two chicken burgers by mistake instead of one. The manager opens the order, presses Correct on the line, enters Correct quantity 1, reason Rung in error, and chooses Back on the shelf since the extra burger was never cooked. Because the bill has not yet been paid, nothing is refunded.
Supermarket
A cashier at Tumaini Supermarket rings a bag of rice twice. The customer has already paid. The supervisor opens the order, corrects the line's quantity down by one, chooses Back on the shelf — the duplicate scan never actually took a second bag off it — and refunds the difference Through Cash from the till session currently trading, with reason Double-scanned in error.