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Retail - Void a Transaction

Before checking or completing the purchase, you can void a retail transaction on the web app. To maintain accurate till reporting, we strongly recommend that you only void transactions within the sam…

NIr Malchy
Updated by NIr Malchy

Before checking or completing the purchase, you can void a retail transaction on the web app.

To maintain accurate till reporting, we strongly recommend that you only void transactions within the same Till Session in which they occurred.
If the till has already been closed, you’ll need special access to void the transaction (see details below). Please note: Voiding a transaction after the till session is closed will not update the records for that closed session.

Prerequisites

Configure your user role to have permission to Void payment transactions with a PIN. The action permission is available under both Retail and Call Center Purchases.

Web App

  1. Click  Settings.
  2. Select User Roles.
  3. Select the facility you need.
  4. Click the pencil icon next to the Role to configure.
  5. Locate Retail or Call Center.
  6. Click on the Actions menu next to Purchases.
  7. Toggle Void payment transaction with PIN 'On.'
  8. Click the to close the Actions for Retail Purchases modal.
  9. Click .

Void a Transaction

  1. In Flourish Web app, go to Retail.
  2. Locate the purchase.
  3. Locate the transaction in the Transaction History part of the purchase.
  4. On the TRANSACTION ID column, locate the Transaction you want to void
  5. Click the Void link.
  6. Type the following:
    1. Void Transaction ID.
    2. User PIN. If the user entering the PIN has permission to void the transaction, a Success message will appear and the Void button will be enabled.
  7. Click Void.
  8. On the POS, the payment is removed from the Purchase, and you can proceed.
  9. The Web app display the voided transactions as Voided and the amounts will appear crossed-out.

Void a transaction on a 'Completed' order

You can void a transaction on a 'Completed' order as long as:

  1. Unless you have special access, the Till that registered the transaction is still open and in the same session.
  2. No returns/refunds have been issued against the order.

This action will do the following:

  • Transition the order back to 'Packed' Status.
  • Any inventory allocated to the order and decremented on completion will be reallocated as it had been before completion.

After this, you can complete the order with a new payment or cancel it.

METRC

If you void a payment transaction on a 'Completed' order that has already synced to METRC, Flourish does the following:

  1. Revert the order from 'Completed' to 'Packed' status.
  2. Cancels ("delete") the order in METRC. 

After the steps above, you can also cancel the order in Flourish.

Voiding the transaction after the till session was closed

Voiding a transaction after the till session is closed will not update the records for that closed session.

Prerequisites

Configure your user role to have permission to Void payment after original till session closed. The action permission is available under both Retail and Call Center Purchases.

Web App
  1. Click  Settings.
  2. Select User Roles.
  3. Select the facility you need.
  4. Click the pencil icon next to the Role to configure.
  5. Locate Retail or Call Center.
  6. Click on the Actions menu next to Purchases.
  7. Toggle Void payment after original till session closed 'On.'
    Void payment after original till session closed
  8. Click the to close the Actions for Retail Purchases modal.
  9. Click .
Void Process

  1. In Flourish Web app, go to Retail.
  2. Locate the purchase.
  3. Locate the transaction in the Transaction History part of the purchase.
  4. On the TRANSACTION ID column, locate the Transaction you want to void
  5. Click the Void link.
  6. Type the following:
    1. Void Transaction ID.
    2. User PIN. If the user entering the PIN has permission to void the transaction, a Success message will appear and the Void button will be enabled.
  7. Click Void.
  8. If you don't have the special access,
    1. After you click Void, you will see this error message:
      till must be open
    2. If you open the till and try to void again, you will get this error message:
      Till session different
  9. If you have the special access:
    1. After you click Void, if the till is closed, you will see this message:
      proceed and override- till closed
    2. After you click Void, if the till is open but on a different session, you will see this message:
      proceed with void
  10. After you click "Proceed with Void", the following will happen:
    1. You will see this message:
      success
    2. Flourish will transition the order back to 'Packed' Status.
    3. Any inventory allocated to the order and decremented on completion will be reallocated as it had been before completion.
    4. You can complete the order with a new payment or cancel it.

Reports

You can view the data on voided transactions in the following reports:

  • Till Report - Find in Reports / Point of Sale - Till Report.
  • Transactions by Facility Report - Find in Reports / Point of Sale - Transactions by Facility Report.

How did we do?

Retail Metrc Sync Error "Package Cannot Be Sold Because it Doesn't Exist in The Current Facility"

Retail - Export the Customer Purchase History

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