Så hanterar du returer och korrigeringar i Onslip-appen
Sometimes a customer changes their mind, or there’s been an error in a saved receipt that needs to be corrected later. In the Onslip app, you can easily handle returns and corrections in three different ways, depending on the situation.
Onslip Academy: Returns & Errors at the Register (4:41 min) Link to the video: See how to handle different types of returns and errors In the video, we go through how to search for receipts, handle return mode, and correct card purchases with tips.
Find the Right Receipt for Your Return
Before you start a return, you need to locate the purchase in the system. You can search for transactions in several ways:
Via History: Browse through past sales.
Via Recent Transactions: The fastest way if the purchase was made recently.
Via Search: Search for a specific receipt number.
Via Customer Profile: If the purchase was linked to a saved customer.
Option 1: Return using a previous receipt
This is the best option if the customer still has the receipt or if the purchase was made recently.
Tap the main menu (the three lines) in the top-left corner.
Select History or Recent Transactions.
Select the correct transaction from the list and tap Return in the top-right corner.
Select the items on the receipt that are to be returned.
Tap “Refund” and select a reason for the return (e.g., “Changed my mind”).
Inventory balance: If you use inventory management, you can choose whether to return the products to inventory.
Tap “OK” and select the payment method to use for the refund.
Option 2: Manual Return Mode
Use this if you want to quickly return specific items without having to look up an old receipt.
Start with a completely blank receipt on the screen.
Tap Return Mode in the bottom right corner (the button will be highlighted).
Tap the products in your register that need to be returned. They will now appear with a negative amount on the receipt.
Tap Refund and enter the reason for the return.
Select whether the items should be returned to inventory (if applicable).
Tap OK and select a payment method.
Option 3: Correct a card purchase with a tip (Cancel)
Standard returns only handle the price of the products. If the customer left a tip during a card purchase, you must use the Cancel function to ensure the total amount is correct.
Go to History via the main menu and tap the purchase you want to correct.
Tap the Cancel function.
Confirm by clicking OK and select that you want to make a refund on the card transaction.
Ask the customer to tap or insert their card into the terminal again. Now the entire amount, including the tip, is automatically refunded.
Tap OK and then Refund Mode.
Enter the reason for the return and select whether the products should be returned to inventory.
Good to know: Once a correction or return is complete, the transaction will be saved with the status “Return” in your history and on your reports, ensuring that your accounting records are always accurate.