Envibe: Removing a sale on POS

Envibe: Removing a sale on POS


Question:
How do I remove a sale?

Answer:
This can be found in the POS>Functions>Remove Sale icon. (only supervisors have access)

The purpose of this function is to allow the removal of invoiced sales from Point of Sale.

When required, an invoiced sale for contact can now be removed (together with all the associated consequences) via the Point of Sale.

This can be accessed via:

  • Open the Point of Sale.
  • Select the contact that has the invoice to be removed.
  • Select the SALES tile, which should appear in red to indicate that there are unpaid sales.
  • Locate the sale to be removed and click the REMOVE button.
  • Refund any partial payment that may have been taken.
  • Click REMOVE.

Alternatively, a REMOVE button has been added to Point of Sale | Functions | SALES HISTORY, and a REMOVE SALE button has been added to Point of Sale | Functions.

Any entitlements (admissions, assets, memberships, passes, services, stock, or tickets) that were created as a result of the sale will be presented to the user to allow them to make an informed decision. All of these entitlements will be canceled if the sale is removed.

The following should also be noted:

  • Assets will not be canceled, but if the sale's contact is a current owner, this ownership will be revoked. The asset will remain in its current storage location.
  • Attempting to remove a sale that involves a pass that has already been used is permitted. The user will be informed that the pass has already been used prior to removal.
  • Attempting to remove a sale that involves a ticket that has already been redeemed is permitted. The user will be informed that the ticket has already been redeemed prior to removal.
  • Removing a sale that involved the purchase of a voucher is not supported. This is because it could lead to inconsistencies in financial reporting in the case that manual adjustments to the voucher balance have been made.
  • Only entitlements that were completed as part of the standard Point of Sale workflow will be removed automatically. If the summary page was completed prior to resolving all the consequences of the sale, and some consequences were then resolved later and not attached to the sale, any such entitlements will require manual cancellation.

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