Introduction

This article provides step-by-step instructions for performing receipt adjustments, including pre-End of Period (EOP) voids, post-EOP voids, refunds, wrong item adjustments, and wrong customer adjustments. Each section includes images and details to guide you through the process.

TABLE OF CONTENTS

Pre EOP Void

  1. From the Main Menu, select Functions, then click Adjust Receipts under the Adjustments header. 
  2. Use the Search Field to locate your receipt by choosing one of the following options:
    • Receipt #
    • Customer #
    • Last Name

      Note:  If searching by Customer # or Last Name, enter the appropriate date range in the Starting and Ending date fields to see all available receipts.

  3. Enter the required information based on the selected search method.

  4. Click the down arrow for the receipt you wish to adjust.

  5. Check the box(es) for the item(s) you wish to void.

  6. Click Void.

  7. Click Next.

  8. Enter a memo explaining why the receipt is being voided.

  9. Select an appropriate Reason Code from the dropdown.

  10. Click Save.

  11. Select to print and/or email the receipt (marked in blue), then click Done (marked in red).

Post EOP Void

To complete a post-End of Period (EOP) void, which refunds to the original tender type used, follow these steps:

  1. From the Main Menu, select Functions and click Adjust Receipts under the Adjustments header. 
  2. Repeat the same process as the Pre-EOP void until reaching the Void confirmation screen.