# Common Transactions Beyond basic sales, you'll encounter several other types of transactions in your day-to-day work. This guide covers the most common ones. *** ## Processing a Return When a customer brings back an item: 1. Open the **POS** module. 2. Look for a **Return** or **Refund** button — this may be in the toolbar or an action menu. 3. **Find the original sale:** * Enter the original receipt number or transaction ID. * Or search by customer name and date. 4. The original sale details will appear. Select the item(s) being returned. 5. Set the **return quantity** (e.g., if they bought 3 but are returning 1, enter 1). 6. Choose the **refund method:** * **Original payment method** — Money goes back the way it came (card refund, cash back, etc.). * **Store credit** — The amount is added to the customer's store credit balance. * **Cash** — Hand the customer cash. 7. Click **Process Return** (or **Complete Refund**). 8. Print the return receipt for the customer. > **Tip:** Your store may have a return policy (e.g., within 30 days, with receipt). Follow your company's guidelines. Some returns may require a manager's approval. *** ## Applying Discounts ### Discount on a Single Item 1. In the item list, find the item you want to discount. 2. Click on the item or look for a **Discount** icon/button on that line. 3. Choose the discount type: * **Percentage** — e.g., 10% off * **Fixed amount** — e.g., $5 off 4. Enter the value and confirm. 5. The line total and sale total will update automatically. ### Discount on the Entire Sale 1. Look for a **Sale Discount** or **Order Discount** button (usually near the sale summary). 2. Choose the discount type and enter the value. 3. The discount will be applied across the sale. ### PIN Override for Discounts Some discounts may require a manager or supervisor to enter their PIN to authorize the discount. If prompted: 1. A PIN pad will appear on screen. 2. Ask your manager to enter their PIN. 3. Once approved, the discount will be applied. > **Note:** Not all employees can apply all discounts. If you can't apply a discount, ask a supervisor for help. *** ## Split / Multiple Payments Sometimes a customer wants to pay with more than one method — for example, part cash and part card. 1. Add items and click **Pay** as usual. 2. On the payment screen, choose the first payment method (e.g., Cash). 3. Enter the **partial amount** (not the full total). For example, if the total is $50, enter $20 for cash. 4. The remaining balance will be shown. 5. Choose the second payment method (e.g., Card) and process it for the remaining amount. 6. Repeat if there are more payment methods. 7. Once the full amount is covered, the sale completes. > **Tip:** You can split across as many methods as needed — cash + card + gift card, for example. *** ## Suspending and Resuming a Sale Need to pause a sale? Maybe the customer forgot their wallet and needs to run to their car, or you need to help another customer quickly. ### Suspending (Pausing) a Sale 1. While a sale is in progress, look for a **Suspend**, **Hold**, or **Save** button. 2. Click it. The current sale will be saved and the POS screen will clear, ready for a new transaction. ### Resuming a Suspended Sale 1. Look for a **Suspended Sales**, **Held Transactions**, or **Saved Orders** button. 2. Click it to see a list of suspended sales. 3. Select the sale you want to resume. 4. The items and customer will be loaded back onto the POS screen. 5. Continue the sale as normal — add more items, take payment, etc. > **Note:** Suspended sales are temporary. They may be automatically cleared at the end of the day. Check with your manager about your store's policy. *** ## Voiding a Sale If a sale needs to be completely cancelled: ### Before Payment (Void the Current Sale) 1. While the sale is still on screen (before clicking Pay), look for a **Void Sale** or **Cancel Sale** button. 2. Click it and confirm when prompted. 3. All items will be removed and the sale is cancelled. Nothing is recorded. ### After Payment (Void a Completed Sale) 1. Find the completed transaction — you may need to search by receipt number, customer, or date. 2. Open the transaction details. 3. Look for a **Void** button. 4. Confirm the void. This may require a supervisor PIN. 5. The payment will be reversed (card refund processed, cash returned, etc.). > **Important:** Voiding a completed sale is different from a return. A void cancels the entire transaction as if it never happened. A return is for specific items. Ask your manager which is appropriate. *** ## Quick Reference | Transaction Type | When to Use | | -------------------- | ---------------------------------------------------- | | **Standard Sale** | Customer is buying items | | **Return / Refund** | Customer is bringing back items | | **Discount** | Customer has a coupon, promotion, or special pricing | | **Split Payment** | Customer pays with multiple methods | | **Suspend / Resume** | Need to pause and come back to a sale | | **Void** | Need to completely cancel a sale | For payment-specific details, see [Payment Methods](/end-user-guide/pos-overview/payment-methods.md). For troubleshooting, see [Troubleshooting](/end-user-guide/pos-overview/troubleshooting.md). --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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