Order History & Refunding

For this update, we have added the ability to look up order history and issue refunds straight from the POS! 

To view order history, select the menu in the upper left corner and choose Order History

Once selected, the default screen will show all orders completed that day.

You can search by order #, phone number, email, OR date of transaction.*

Search by Name:

Search by Email:

You can search by order #, phone number, email, OR date of transaction.*

Search by Phone Number:

Search by Date:

When you select an order, you will be taken to the Order Details page displayed:

• Options to provide customers with a receipt
  • Print receipt
  • Email receipt
  • Text receipt
• Customer information
  • Name
  • Phone number
  • Email
  • Instructions included on the order
  • Date of order
  • Total of order
• Order details
  • Items purchased with quantity and price of items
  • An itemized list of charges
    • Subtotal
    • Tax
    • Discounts
    • Actual total
• Option to “Start Refund”

The print Receipt option will allow you to print copies on the receipt printer

The email receipt option will allow you to email a customer copy - can use the email on file or enter a new one.

The text receipt option will allow you to text the customer a copy of the receipt - can use the phone on file or enter a new phone number

To begin a refund, select “Start Refund” in the upper right corner of the order details page. 

Within the Refund page, select the items you’d like to refund.

• If you are refunding the entire order, select “refund all items” and it will automatically select all items for you.

Once you’ve selected the items to refund, choose “Continue” to proceed with the refund

• If you need to go back for any reason, can select the “cancel” button or the back arrow in the upper left corner

Once you’ve selected “Continue” you will be shown the refund confirmation page. To move forward with the refund, you will need to select

• Reason for refund 
  • Canceled by customer choice
  • Canceled due to missing items
  • Insufficient inventory
• Where you’d like payment returned
  • Original tenders - will refund to whatever methods used on the original purchase. (e.g. if the customer used $5 cash and $10 card, will refund back to those methods)
  • Account credit only - will provide a refund as account credit for use on a future purchase
  • Cards then account credit - will refund any card payment to the original card and then the remainder as an account credit (to be used if a customer who paid card + cash calls in a refund)

Once you’ve selected these options, can choose “Refund Order” in the upper right corner.

Once you’ve refunded the order, it will bring you back to the order details page where you will be able to see the refund processed at the bottom of the screen. 

The refund section will show

• What product was refunded
• The refund total
• Itemized tender list to show amounts refunded by tender
  • It is important to review this section to verify if any cash is owed to the customer.

Once you’ve confirmed the refund amount with the customer, can choose one of the receipt options in the upper left corner.

If the entire order has been refunded, the option to “start refund” will not be available in the upper right corner.

General Updates

Auto-logout when closing the cash drawer

• Now, when closing your cash drawer, you won’t have to worry about another team member hopping on your terminal! Once you click the “close drawer” option you will be automatically logged out of the POS so that the next team member can log in.

Display the total # of items to pack in the pickup-order screen

• The total number of items within an order will be displayed as the first line item in the product list so that you know how many items you will need to pack for the order.

Inventory Update

• The total number of items per category will be displayed within Daily Inventory or All Inventory screens
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