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Hold, discounts and returns

Park a bill and pick it up again, take money off a bill, and hand goods back over the counter.

Three things a queue asks for. The first is a cashier's own job; the other two need a manager, and this page says why.

Parking a bill#

A customer has gone back for the milk they forgot, and there are four people behind them. Park their bill and serve the queue.

  1. Press F4, or press Hold at the top of the screen.
  2. The bill clears and a green Bill parked message appears. The number on the Held bills button goes up by one.
  3. Serve the next customer as normal.
Type the customer's name in the Customer box BEFORE pressing Hold. The parked bill is then labelled with their name instead of just Bill, and with four bills on hold that is the difference between one glance and four.

Picking a parked bill up again#

  1. Press F5, or press Held bills. A box opens headed Parked bills.
  2. Click the bill you want. It fills the screen again, with the customer's name and phone if they were typed.
  3. Carry on — add anything else, then charge as usual. Saving the sale removes the parked bill by itself.
  4. To throw a parked bill away instead, press the bin next to it and confirm with Discard.
POSHeld billsParked bills
A parked bill remembers the GOODS, never the money. The prices are worked out fresh from the catalogue when it is picked up, so a bill that sat through a price change can never ring up yesterday's total.
Parked bills do not hold stock. Nothing is reserved for that customer — if the last of an item sells at the other counter while the bill is parked, it will not be there when the bill is picked up again.
If a product was deleted while the bill sat on hold, it quietly drops off the recalled bill. A short bill at the counter is better than a screen that breaks in front of a customer.

Taking money off a bill#

The Discount box sits on the right, under Items. You type an AMOUNT in rupees, not a percentage — the cashier types what was actually agreed out loud ("Rs 50 kam kar do"), and a percentage of a basket that is still changing is hard to say across a counter.

  1. Type the amount in Discount. The Total drops straight away.
  2. A Reason box appears underneath. Fill it in — it is saved with the bill.
  3. Charge as normal.
A discount is a manager's call, not a cashier's — that is why a cashier account has no Discount box on screen at all, and why the server refuses one with A manager has to approve a discount — ask them to sign in. A till where anyone can take money off at will is how shops lose money quietly, month after month, with nobody able to point at when it started.
A discount can never be bigger than the bill — it is cut back to the bill's own total. Tax, if your shop charges it, is worked out after the discount comes off.
Always fill the Reason in. The report shows Discount given as one lump for the whole day — the reason on each bill is the only thing that later explains it.

Taking goods back at the counter#

A return is done on the ORDER, not on the till — you have to find the bill first. Only a Manager, Admin or Super Admin can do it: a cashier can ring a sale up but not reverse one.

  1. Open Orders → All Orders and find the bill. The customer's receipt has its number on it.
  2. Click it, and scroll down to the section headed Counter return.
  3. Under Return items, type how many of each thing came back. Each row says Sold N — already returned N, and the box will not let you go past what is left.
  4. Type why in the reason box — wrong size, damaged.
  5. Press Return items, then Return in the box that asks you to confirm.
  6. It worked when a message says the items are returned and the stock is restored, and the goods appear under Already returned above.
OrdersAll OrdersCounter returnReturn itemsReturn
The original bill is never rewritten. The return is kept as its own record, so a printed receipt can never quietly disagree with what is on screen — which is exactly what you need in an argument.
The refund is at the price the customer actually PAID on that bill, not today's price. Once every unit on the bill has come back, the order's status becomes refund by itself.
Ask for more than is left and it refuses with Only N of that item can still be returned. That is the guard against the same shirt being refunded twice — it counts everything already handed back on earlier returns.
When the same product was sold TWICE on one bill at two different prices, a return names the product but nobody can say which of the two came back. The cheaper line is always refunded first, so the shop can never be made to over-refund on a guess. If it really was the dearer one, a manager can settle it with the bill in hand.
This works on a website order too. Somebody who bought online can walk into the shop with it, and the return is done on the same screen — that is the whole point of one shared order list.
The goods go back onto the shelf they left — the branch recorded on that bill. If you keep the returned item at a different branch than the one it was sold from, the stock figures will stop matching what is on the shelves, and only a stock transfer puts that right.