Comps, Voids, and Refunds (POS)

This article describes Comps, Voids and Refunds and how to complete them on the TRAY POS.

Comp (POS) allows a user on the POS to fully comp items. Comping an item will reduce the item price to $0.00.

Void (POS) allows a user on the POS to void items. A Void will deduct from the net sales and count of items sold.

Refund (POS) allows a user on the POS to refund items. A Refund will apply a negative payment record to the venue for the applicable tender type being refunded.

Permission Requirements: CompOrder, CompTab, VoidOrder, VoidCard, VoidCash, RefundCheck

If a POS user has been given the above permissions, then they will be able to perform the associated functions without manager authorization. Each one of these functions when performed on the POS, will prompt the user to enter a reason. This can either be a custom typed in reason or a pre-configured reason code that is selected on the POS. If there are Reason Codes configured, the user will only be able to enter custom reasons if they have the AllowCustomReasons permission.

POS Functionality

Comps

To perform a Comp on the POS, login to the POS, select the Checks button in the top center of the touchscreen then select the Check by clicking on the “View” button.

Once the check is opened, select the item to be Comped and then select the Comp button in the bottom of the cart.

The POS will then ask you to confirm the Comp and then prompt to select the reason for the Comp.

Once a reason is selected, press the COMP button.

Notice in the screenshot below how the item is now comped and the balance due is now less. The Comp Reason selected will be displayed to the right of the item in the cart.

NOTE: Comps cannot be removed and Gift Card Products cannot be comped.

Voids

To access Void on the POS, login to the POS, select the Checks button in the top center of the touchscreen then select an open Check by clicking on the “View” button.

Once the check is opened, select the item to be Voided and then select the Void button in the bottom of the cart.

The POS will then ask you to confirm the Void and then prompt to select the reason for the Void.

Once a reason is selected, press the VOID button.

Notice in the screenshot below, the item is now voided and removed from the cart and the balance due is now less.

Refunds

The Refund functionality on the POS is only available on checks with active payments, open or closed.

Select the red “Reopen Check” button in the lower right.

Refund Method #1 – Refunding entire check amount:(Recommended if refunding entire check)

Once the check is Reopened, select the Refund Check button from the bottom right corner of the screen.

Next, SELECT REFUND TYPE – Void or Comp.

Next, the user should select the reason for the void or comp and click on the green REFUND button.

NOTE: This particular flow does not require a refund reason but will instead use the void or comp reason.

Now the refunded check can be closed using the green Close Check button in the lower right of the screen.

Refund Method #2 – Refunding a partial amount from the check:

Once the check is Reopened, select the red Refund button next to the applicable payment.

NOTE: Any discounts, voids or comps should be applied prior to refunding. If you perform the refund first and then apply a discount it will adversely affect the check calculations.

Type in the desired refund amount and press the red REFUND button. This screen allows you to enter a dollar amount and either leave the tip or refund the tip. The tip amount will need to be entered separately from the payment amount.