Cancel Special Order

Top  Previous  Next

If the customer cancels a Special Order after the item has arrived, the deposit (or a portion of it) may be retained as a re-stocking fee or forfeited deposit fee (according to the store policy).  That re-stocking fee/forfeited deposit fee may be handled by

 1) creating an item code at the IMS for re-stocking fees or forfeited deposit fees

 2) creating a Re-stocking Fee or Forfeited Deposit Fee Tender key in POS Setup.

 

To CANCEL a Special Order, press F2 Rec on Account.

 

Fkeys1

 

 

Press F5 Special Order Deposit.

 

FkeysSO

 

 

Click on List to select the existing Special Order to be cancelled.  Press Enter or click OK to continue.

 

SODeposit

 

 

The Special Order screen shows the customer's name and total deposit amount.  Special Orders are cleared when the Deposit is equal to $0.00.  In the RA Deposit box, enter the amount shown in the Deposit box, then press '-' (the minus sign).  In the large white box, enter 'cancel special order' and/or any important notes related to the cancellation. **The minus sign must be entered AFTER the amount has been entered.  The system will not recognize the minus sign if it is entered before the amount.  Also note that the system will display the minus sign before the amount once it has recognized it.

 

SOCancel

 

 

Press OK.

 

 

Refund full deposit amount (no re-stocking fee/forfeited deposit fee)

The Tender screen will be displayed showing a negative TOTAL amount.  The Amount to Tender shows the deposit amount.  To refund the entire amount (in cash), press F2 Cash.

 

Re-stocking fee/Forfeited Deposit Fee with Item Code

If using an item code for re-stocking fees/forfeited deposit fees, press F2 Cash. Enter a new transaction using the fee code.  Enter the amount of the fee.  Press F10 Total.  Enter the TOTAL amount of the refunded deposit amount.  Press F2 Cash. The register will tell the clerk how much to refund to the customer.

 

Re-stocking fee/Forfeited Deposit Fee using designated Tender key

If a Tender key has been designated for fees, press F12 Toggle once to access that key.  Enter the amount of the fee, and press the fee key.  The Amount to Tender is reduced by the fee.  Press F2 Cash to refund the balance in cash.

 

The Special Order will still show at the IMS with a deposit amount of zero.  Once this has been verified, the Special Order may be deleted.  NEVER delete a Special Order with a balance on it (whether positive or negative).