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Voiding a Line Item During a Sale |
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Voiding a Line Item During a Sale Entering a Voided Transaction Voiding or Correcting a Sales Ticket After Daily Closeout
If you have entered a line item on the sales ticket incorrectly to void it out and re-enter it correctly there are two ways that an incorrect line item can be corrected.
Step A
Select Misc/Void ticket in the Sales Register and locate the sales ticket you want to delete.
Select the F10 option button and type void .
This ticket will be deleted from the day's sales.
Step B
When the cursor is under the Services column press V for Void.
Notice that an asterisk * or a negative sign appears under the Ext column for that item. This means that the following transaction will be subtracted from the totals for the sales ticket and any inventory items that are voided are added back into inventory.
Enter the service or retail item as you would normally.
When you have finished, the extended price will be a negative number and the asterisk will remain to the right of the extended price.
The price will be subtracted from the sales ticket totals. Now re-enter the line item correctly.
Voiding or Correcting a Sales Ticket After Daily Closeout
Another Void transaction is when you have closed the day and after reviewing your reports, you find an error.
In order to maintain an audit trail and accurate client tracking records, you can re-enter the data correctly through the void process.
To correct an error, the following steps should be performed:
Select Void/Return from the Sales Register menu. A monthly calendar will be displayed with the current day highlighted. Select the day you want to correct
The screen will switch to the "Select Client" screen. Enter the client name or phone number (you can use the first name or last name to locate the client in your system). You need to enter either the first name, last name, home phone number, or work phone number. You cannot enter more than one.
Enter the employee code for which the error was made and select Ok . Enter the information requested using the original document (Sales Slip/Price Sheet).
The cursor will be flashing in the Serv/Ret. column (the employee number should already be displayed).
Enter the data the same way as entering a sale. You don't have to indicate a negative sale or quantity. The computer will automatically record a negative symbol in the quantity column after you enter the service code.
Now you can re-enter the sale correctly without leaving the void screen. Follow this instruction very carefully.
After you enter the void, hit the "V" key once again for void. In the next column an asterisk will appear. The asterisk must be there in order to enter the sale.
Now you can enter the sale(s) correctly as you would normally. The voided transaction can be for various reasons. For example, entering the wrong employee, the wrong service was charged, entering the wrong client, etc. Follow the directions from "Entering A Sale" .
If the change has a net effect of zero, then you have completed the transaction and the error has been corrected.
If there is a change that does not net to zero, in the left-hand corner of the screen, there will be a running sub-total of the credit due by service type. In the right hand corner will be a refund of payment by payment type.
This is where you would indicate what method of payment should be refunded. E.g. (check, credit card, etc.)
Select the appropriate refund payment and select Ok . If you made an error doing a void, then use Step A above.
To enter an item that was returned, or give a customer a refund, select Void from the Sales Register menu .
Enter the refund in the same manner as you would enter the original sale.
When it comes time to enter the payment, enter the amount of money being refunded and the method of payment (Cash, Check, etc.).
Unique will add any inventory back into your inventory stock and enter the transaction as a refund. The refund will show up on the Daily Sales report and the amounts of the refund will be subtracted from the daily sales totals.
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