Voids are a crucial feature within the onePOS system, allowing businesses to effectively manage transactions by removing specific items or payments as necessary. This guide delineates the process of using voids, configuring privileges, and understanding the distinction between standard voids and force voids within the onePOS system.
Understanding Voids
Purpose: Voids are used to eliminate items or payments from a transaction, reflecting accurate order and payment details.
Standard Voids vs. Force Voids:
Standard Voids: These remove items or payments while maintaining visibility in onePOS reporting and banking systems.
Force Voids: Force voids also remove items or payments, but these alterations will not reflect in with banking systems.
Configuring Employee Void Privileges
Step-by-Step Guide:
Login to Manager Console: Enter your credentials to access the main dashboard.
Navigate to Employee:
Click on the Employees tab.
Choose the employee you wish to grant void privileges to.
Go to the Security tab within the employee’s profile.
Check the box next to Apply Voids to grant general void privileges.
Optionally, check Apply Force Voids to enable the employee to perform force voids.
Save Changes: Ensure to save the adjusted settings before exiting.
Implementing Voids within a Transaction
General Void Process:
Access the Transaction: Navigate to the relevant transaction within the onePOS system.
Select the Item: Tap on the item or payment entry you wish to void on the left side of the screen.
Select Check Options at the bottom of the screen.
Choose the Void button.
Specify a Reason: Input a reason for the void, such as "incorrect item" or "customer changed mind", to maintain transparent record-keeping.
Force Void Process:
Initiate a Force Void:
Once within the void options (as per the general void process), select Forced at the bottom of the screen.
Detail a Reason: Always document the reasoning behind force voids for future reference.
Key Considerations
Manager Oversight: Utilizing a manager card or assigning void privileges cautiously ensures controlled use of the void function.
Regulatory Compliance: Ensure all practices involving voids and transaction modifications adhere to local regulatory and tax requirements.
Audit Trails: keep a keen eye on void activities through onePOS reports to ensure legitimate use and to identify any potential issues or misuse.