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Table of Contents

Retail - Mark a Completed Purchase as Cancelled

Set the User Role permissions that let retail staff cancel completed purchases, void payment transactions, process returns, and authorize cash refunds.

Table of Contents

Purpose

Set the User Role permissions that let retail staff correct completed purchases: cancel the purchase, void a payment transaction, process a return, and authorize a cash refund. Set permissions for each facility and role, and give each role only the actions its users need.

Permissions Summary

Permission

Location

Allows the user to

Cancel completed orders

Web Application > Retail > Purchases actions

Mark a Completed purchase as Cancelled in Flourish Web.

Refund purchase

Point of Sale > Shop > Sales History actions

Return items and refund a completed purchase.

Authorize cash return with PIN

Point of Sale > Shop > Sales History actions

Authorize a cash refund with a PIN. Cash refunds require this and Refund purchase.

Void payment transaction with PIN

Point of Sale > Shop > Cart actions

Authorize a payment void with a PIN.

Void payment after original till session closed

Point of Sale > Shop > Cart actions

Void a payment after its till session has closed. Without it, Flourish blocks the void.

For PIN-authorized actions, the permission must be on the authorizing user's role.

Set the Cancel Permission

  1. Navigate to Manage Settings > User Roles > Web Application.
  2. Select the facility.
  3. Select the role.
  4. Open the Actions menu next to Purchases in the Retail section.
  5. Toggle Cancel completed orders on.
  6. Close the Actions window.
  7. Click Save.
The screenshot shows the Flourish Web "Edit Role" page for the Retail module, with the Purchases submodule expanded to display its list of Actions permissions; the "Allow completed…

Set Return Permissions

  1. Navigate to Manage Settings > User Roles > Point of Sale.
  2. Select the facility.
  3. Select the role.
  4. Locate the Shop card.
  5. Open the Actions menu next to Sales History.
  6. Toggle Refund purchase on.
  7. Toggle Authorize cash return with PIN on, if the role authorizes cash refunds.
  8. Close the Actions window.
  9. Click Save.

Set Void Permissions

  1. Navigate to Manage Settings > User Roles > Point of Sale.
  2. Select the facility.
  3. Select the role.
  4. Locate the Shop card.
  5. Open the Actions menu next to Cart.
  6. Toggle Void payment transaction with PIN on.
  7. Toggle Void payment after original till session closed on, if the role voids payments after the till closes.
  8. Close the Actions window.
  9. Click Save.
The screenshot shows the Admin Retail "Modules & Permissions" screen for the Shop module's Cart submodule, listing enabled Cart Actions such as "Void payment transaction with PIN"…

Users must log out and back in before a permission change takes effect.

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