What You Will Learn in This Guide
How to cancel a transaction from your current shift.
How your printed and emailed cancellation receipts will look.
How to change an item or modifier in an existing order.
Important Notes
This feature is only applicable for Offline POS Transaction.
You can only cancel transactions on the 'same day'.
If a shift is closed, you 'cannot' cancel any transactions from that shift, even if it's on the same day.
For transactions from previous days, the 'Cancel Transaction' button will be greyed out.
The updated email cancellation receipt (which includes the cancellation reason) applies to 'non-BIR receipts only'.
Cancel a Transaction on POS
1. On your iPad, open the StoreHub app and enter your 4-digit PIN.
2. Tap the menu icon (☰) on the top left, then select 'Transactions'.
3. Find the transaction you need to cancel. Tap on it and check that the details are correct.
4. Tap 'Cancel Transaction' on the screen, and then tap 'OK' to confirm.
5. Select a reason for the cancellation from the list, then tap 'Confirm'.
The transaction is now cancelled. You will see its status updated on the 'Transactions' screen.
Understanding the Cancellation Receipt
After you cancel a transaction, you can provide a receipt to your customer by printing it or sending it via email.
1. Printed Thermal Receipt
The printed receipt will clearly show that the transaction has been cancelled.
2. Emailed Receipt
If you email the receipt, your customer will now receive an email with a clear 'Cancellation Receipt' title and the specific reason for the cancellation.
Note:
The email subject is now 'Cancellation Receipt' instead of 'Invoice'. This helps you and your customer know that no sale has been completed.
How to Change an Item in an Order
1. In the 'Transactions' list, tap on the order you wish to change.
2. Tap on the specific item you need to edit.
3. Adjust the modifiers as your customer requested.
4. Tap 'Update'.
5. A new kitchen docket will be printed, and the changed modifier will be shown with a strikethrough.
Frequently Asked Questions (FAQs)
1. Why does the email receipt say 'Cancellation Receipt' instead of 'Invoice'?
An 'Invoice' means a sale was completed. A 'Cancellation Receipt' clearly shows the transaction was voided. This helps avoid confusion for both you and your customers.
2. Will the cancellation reason always appear on the email receipt?
Yes, the email receipt will always include the 'Cancellation Reason' you selected.