| Oracle® Retail Xstore Point of Service Mobile User Guide Release 20.0 F35714-03 |
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| Oracle® Retail Xstore Point of Service Mobile User Guide Release 20.0 F35714-03 |
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Tendering is the last step that occurs just before completing a sale. You must select a form of payment or refund, and it may involve check or credit card authorizations, if any of these tender types are selected.
For all tender types, you must select or enter two basic items of information:
Form of payment (also called tender type; that is, cash, check, credit card, and so on)
Amount paid for each selected tender type
Depending upon the form of payment and your system's requirements, you may have to enter or select additional information, for example:
Additional tender types if the first tender type did not pay the total due
Additional forms of customer ID (driver's license number, birth date, credit card number, hotel guest's room number, or other ID)
Customer name
Customer address
Security approval for large sales or refunds
This section covers the following topics:
The exchange of tender for merchandise or the remitting of a tender for a return is the final step in a transaction. To select a tender for a transaction:
When you are ready to complete the transaction, press Amount Due to list the tenders that are available for the type of transaction you are processing. You can also swipe a credit card at the sale screen.
If you swiped a credit card, refer to Credit Card.
The following tender types are available on the Mobile POS:
House Account (Not available on Mobile Handheld)
To tender a transaction:
Select the Amount Due area to begin transaction tendering.
Figure 6-4 Mobile Handheld Sale Tender Options
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Note: Your tender list may be different form the example shown here. |
Select the proper tendering method. To tender a sale, refer to the section for the appropriate tender type as indicated below:
Table 6-1 Tender Types
| Tender Type | Refer to |
|---|---|
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Cash |
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Credit |
Credit Card, and Debit Card |
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E-Wallet |
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Check |
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Gift Card |
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Gift Certificate |
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Redeem Store Credit |
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Redeem Merch Credit Card |
Redeem Merchandise Credit Card |
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Travelers Check |
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Foreign Currency |
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House Account |
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Coupon |
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Customer/Card Not Present |
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Cash is one type of tender that can be exchanged for merchandise. Networked cash drawers are available for mobile and requires you to scan the drawer to confirm you are in front of the cash drawer. Scanning the cash drawer is required when the drawer will need to open as in collecting cash.
When all items have been entered or scanned, select Cash.
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Note: Depending upon the configuration of your system, the Cash Amount Due prompt may default to the total amount owed for the transaction. |
Enter the amount of cash presented by the customer and then press OK.
Enter dollar amounts.
<OR>
Choose one of the Quick Cash options.
A prompt may display asking if the sale is complete.
Select the method for providing the receipt:
Figure 6-8 Mobile Handheld Receipt Options
Click Email to email the receipt and, if necessary, also provide a printed copy.
Click Print Only to provide only a printed copy. The transaction ends.
Figure 6-10 Mobile Handheld Email Address Prompt
If you selected an email receipt, enter the customer's email address.
When you complete the sale, Xstore Mobile POS opens the cash drawer. You can accept money from the customer, place it in the cash drawer and return the change due amount, if the total of all tenders exceeds the amount due.
Xstore Mobile POS supports networked cash drawers. Scanning the cash drawer is required when the drawer will need to open as in collecting cash. This confirms you are in front of the cash drawer when it opens.
If configured, a prompt displays reminding you to close the cash drawer. After the cash drawer has been closed, the sale receipt is printed and the system is ready for the next transaction.
The receipt indicates that the purchase was paid with cash, shows the amount tendered, the change amount, and the tender type received.
Figure 6-12 Customer Sale Receipt - Cash Tender Example
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Note: This section applies to Credit and Debit Cards. |
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Note: Debit Cards are supported via Oracle Retail EFTLink. |
Payment Terminals
You can read credit and debit cards on a PIN Entry Device (PED) payment terminal. The entry modes available are governed by the payment terminal capabilities and payment processor, plus also the transaction amount. The possible entry modes on the payment terminal include:
Dip (Insert) the card: Chip and PIN (or Chip and Signature)
Card Swipe in the MSR (Magnetic Stripe Reader)
Tap the card: NFC Tap & Go
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Note: NFC enabled smartphones can also be used to perform an NFC Tap payment if the payment terminal allows, using payment apps such as ApplePay, SamsungPay and GooglePay. |
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Note: The payment terminal itself will decide on the authentication required, and can be influenced based on:
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When card payments are made using Dynamic Currency Conversion (DCC) on the payment terminal, that is when the payment terminal allows you to pay in foreign currency instead of local currency, the foreign currency information such as foreign currency amount and foreign currency exchange rate is captured.
QR Code
You may need to select a payment terminal if multiple PEDs are in use in the store.
Selection is either by:
scanning the QR code on the front of the payment device or,
use your device camera or,
by selecting from a list of PED devices.
If only one PED is available, no selection of payment terminal is required and the scanning QR code functionality configuration should be disabled.
To select a payment terminal from a QR code:
Select a tender type requiring a need of a payment terminal that is authorized by Oracle Retail EFTLink such as a credit/debit card.
From the prompt 'Please scan the payment device':
Scan the QR code on the front of the payment terminal or,
Select the barcode icon (shown on the top left of the PED Selection list to open the device camera and scan the QR code on the front of the payment terminal.
Xstore will send a card service request to EFTLink specifying the PED to use and payment is completed at the scanned PED.
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Note: Retailers are responsible for creating QR codes for the payment terminals and placing them on the appropriate device. They are also responsible for configuring available PEDs. |
Tendering
To tender a transaction with a credit card:
Select Credit from the list of Sale tenders. See Figure 6-3 and Figure 6-4.
Select a payment terminal to use, if required.
Enter the card information by doing one of the following:
Swipe the card on the Xstore Mobile POS device or enter the card manually. See Manual Entry.
Enter the tender amount. Default value is the total for the transaction.
Select OK.
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Note: When tendering a transaction with a prepaid credit card, if the amount remaining on the customer's prepaid card is less than the amount owed, the transaction is credited with the remainder of the prepaid card balance. Another tender is then required to complete the sale. If the transaction is canceled, the original amount is returned to the prepaid card. |
The tender amount is displayed onto the Payment Terminal.
The customer will present the payment card using the desired method.
Xstore Mobile POS attempts to authorize the tender.
If authorization is successful, continue the transaction.
If authorization fails, either use a different tender, or continue with Tender Authorization.
The customer may be prompted by the Payment Terminal to authenticate the card payment:
If necessary, wait for the customer to enter their PIN.
If necessary, wait for the customer to sign the signature capture device.
If necessary, verify the customer signature.
After the customer signs, select Accept.
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Note: If your store issues email receipts, additional/different prompts display. Refer to Chapter 4, Basic Transaction Entry, for more information about Email Receipt Options. |
If necessary, ask the customer to sign the receipt.
If there is still an outstanding balance to pay then the Sale Tender Options screen is re-displayed for the cashier to select another tender.
Select the method for providing the receipt:
Click Email to email the receipt and, if necessary, also provide a printed copy.
Click Print Only to provide only a printed copy. The transaction ends.
If you selected an email receipt, enter the customer's email address.
The transaction is complete.
Digital Wallets (eWallets) are new payments methods typically implemented using digital wallet apps on smartphones. Alipay and WeChat Pay are two of the largest providers, but numerous other brands also exist.
Xstore Mobile POS supports eWallet payments such as Alipay and WeChat Pay, including the ability to void and refund these eWallet payments. This functionality is supported in the OPI core of Oracle Retail EFTLink.
To tender a transaction with an eWallet tender:
Select E-Wallet in the menu of tenders. See Selecting Tenders.
Depending on the number of wallet types available, you may be prompted to select the required eWallet type such as Alipay and WeChat Pay.
Xstore prompts the cashier to scan the QR Code displayed on the shoppers phone.
If the customer has a QR Code displayed in the eWallet app on their phone, then the cashier will scan the QR Code.
If not, then the cashier will select to Skip Scan.
Confirm the amount to be tendered (usually the full transaction amount) or key a different amount.
If the cashier selected to Skip Scan:
The Payment Terminal will display the amount to pay, and a QR Code and prompt the customer to scan the eWallet QR Code, on their mobile phone.
Wait for the customer to scan the QR Code.
The Payment Terminal either Approves or Rejects the payment.
If there is still an outstanding balance to pay then the Sale Tender Options screen is re-displayed for the cashier to select another tender.
The Sale Complete prompt is displayed and the cashier is prompted to select a receipt method.
The cashier can select to email or to print the receipts as the Xstore configuration dictates.
Xstore completes the transaction.
A personal check is a type of tender that can be exchanged for merchandise. Depending upon your store policy, the prompts for additional tender information may be different from the prompts shown here. These prompts display when a MICR is not available, or if your store policy requires additional information for check processing.
After all items have been entered or scanned, select the Check option and then press OK.
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Note: Note: After selecting the Check option from the Sale Tender list, the system may automatically prompt you to place the check in the MICR device. After the system gets the required information from the check, other on-screen prompts may follow, depending on your system's configuration. If the MICR fails to read the check information, the system may display a prompt that allows you to reinsert the check and try again, or disable the device and enter the information manually. Disabling a device may require a particular security level. |
If prompted, enter the check's MICR number (Route number + Account number + Check number) and then press OK.
Figure 6-24 Mobile Handheld Check MICR Number Prompt
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Note: The entry must consist of a single string of characters with no other embedded spaces or additional characters. |
If prompted, enter the check number and then press OK. It must be the same check number that you entered when the system prompted for the MICR number.
Figure 6-26 Mobile Handheld Check Number Prompt
If prompted, enter the state from which the customer's ID was issued and then press OK.
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Note: Enter only the two-letter abbreviation for the state. |
If prompted to enter the customer's driver's license number, a credit card number, or other form of ID, enter the ID number and then press OK.
If prompted, enter the customer's birth date (as printed on the state-issued ID card) in the MM/DD/YYYY format and then press OK.
Select Yes to validate the birth date.
Enter the check amount, or accept the default amount for the total due, and press OK.
If the tender authorization is currently offline, a message displays prompting you to perform one of the following activities:
Select Cancel to re-tender with another tender type. Xstore Mobile POS returns to the tender list where you can select a different tender type.
Select Retry to attempt to process the check again.
Select Manual to begin the manual authorization process.
If you chose to authorize the card manually, follow the instructions on the prompt and enter the authorization number in the Authorization Number field. Select OK to continue.
After the information is processed, the system displays a prompt asking if the sale is complete. Press Y for Yes to continue and complete the sale. If you press N for No, Xstore Mobile POS returns to the Sale Tender screen.
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Note: If your store issues email receipts, additional/different prompts display. Refer to Chapter 4, Basic Transaction Entry, for more information about Email Receipt Options. |
To tender a transaction with a gift card
Select Gift Card from the list of Sale tenders. See Figure 6-3and Figure 6-4.
Enter the card information by doing one of the following:
Swipe the card on the Xstore Mobile POS device or enter the card manually. See Manual Entry.
Figure 6-34 Mobile Handheld Enter Gift Card Amount
If necessary, change the amount to tender on the gift card.
Select OK.
Xstore Mobile POS attempts to authorize the tender.
If authorization is successful, continue the transaction.
If authorization fails, either use a different tender, or continue with Tender Authorization.
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Note: If your store issues email receipts, additional/different prompts display. Refer to Chapter 4, Basic Transaction Entry, for more information about Email Receipt Options. |
The transaction is complete. Return to the Main Menu.
To enter a card manually:
Figure 6-35 Mobile Handheld Enter Gift Card Number
Enter the card number.
Select OK.
Continue the transaction.
To tender a transaction with a gift certificate:
Select Gift Certificate from the list of Sale tenders. See Figure 6-3and Figure 6-4.
Enter the gift certificate number information by doing one of the following:
Swipe the certificate on the Xstore Mobile POS device or, enter the gift certificate number.
Enter the amount to tender.
If the gift certificate value is less than the total due, return to the tender selection screen to select another tender.
If the gift certificate is worth more than the amount of the purchase, a store credit, gift card, cash, or other tender is issued as change for the remaining balance, depending upon your store's policy.
The transaction is complete. Return to the Main Menu.
To tender a transaction by redeeming store credit:
Select Redeem Store Credit from the list of Sale tenders. See Figure 6-3and Figure 6-4.
Figure 6-38 Mobile Handheld Enter Store Credit Number
Scan the store credit receipt or enter store credit number.
Select OK.
Select the method for providing the receipt.
Click Email to email the receipt and, if necessary, also provide a printed copy.
Click Print Only to provide only a printed copy.
If you selected an email receipt, enter the customer's email address.
The transaction is complete. Return to the Main Menu.
To redeem a merchandise credit card:
Select Redeem Merch Credit Card in the menu of tenders.
Enter the merchandise credit card number:
Scan the merchandise credit card or,
Enter the merchandise credit card number.
If prompted, select Yes to complete the transaction.
A traveler's check is a type of tender that is issued to an individual by a financial institution and can be exchanged for merchandise. Traveler's checks are issued in set denominations.
Select Traveler's Check in the menu of tenders.
Enter the traveler's check amount and select OK.
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Note: Traveler's checks are issued in specific and pre-determined denominations. The system displays a message if you enter an invalid amount for this tender type. |
If the traveler's check value is less than the total due, return to the tender selection screen.
If the traveler's check is worth more than the amount of the purchase, a store credit, gift card, cash, or other tender is issued as change for the remaining balance, depending upon your store's policy.
When sales are tendered in a foreign currency, the amount entered is automatically converted to your local currency. Any change due to the customer displays in local currency. This is known as Dynamic Currency Conversion (DCC).
Select Foreign Currency in the menu of tenders. Xstore Mobile POS prompts for the type of foreign currency.
Select the foreign currency.
Enter the currency amount or use one of the Quick Cash buttons. The foreign currency amount is converted to local currency for display in the View Port.
If prompted, select Yes to complete the transaction.
If prompted, scan the cash drawer you are using. The cash drawer opens. If configured, a prompt displays reminding you to close the cash drawer.
Close the cash drawer. After the cash drawer has been closed, the sale receipt prints and the system is ready for the next transaction.
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Note: Mobile Handheld does not support house account. |
To tender a transaction with a house account:
Select House Account in the menu of tenders.
If there is no customer assigned to the transaction, you are prompted to add one. Click Yes if prompted.
If the customer does not have an active house account set up, this tender will not be available.
If a house account payment is part of the sales transaction, the House Account tender option will not be available.
If the customer's house account has been closed, this tender is not available.
If the customer's house account is on hold, this tender is not available.
Xstore Mobile POS displays a list of authorized buyers associated with this house account.
Select the authorized buyer from the list.
If necessary, change the amount to tender on the house account.
If the amount to tender exceeds the account limit:
If the amount is within the override limit, Xstore Mobile POS opens a prompt. Click Yes to use the house account tender and continue the transaction.
If the amount exceeds the account limit and is greater than the override limit, the transaction cannot be tendered for the full amount using the house account. Click OK to close the prompt and change the amount to apply to the house account.
If prompted, ask the customer to sign on the PIN pad device.
Verify the customer's signature.
If prompted, select Yes to complete the transaction.
To redeem a coupon tender:
Select Coupon in the menu of tenders.
Enter the coupon ID:
Scan the serial number or,
Enter the serial number.
Depending upon the coupon type, you may be prompted to enter the coupon value. If prompted, enter the coupon amount.
Xstore Mobile POS applies the coupon to the transaction:
If the coupon is worth more than the amount of the purchase, a store credit, gift card, cash, or other tender is issued as change for the remaining balance, depending upon your store's policy.
If the coupon does not cover the entire amount of the purchase, the screen automatically returns to the tender selection screen.
If prompted, select Yes to complete the transaction.
A room charge is a tender type used in hotels. Select the Room Charge tender option in a sale transaction to apply the total of the transaction to the guest's room bill.
Select Room Charge in the menu of tenders. A Guest Lookup form opens.
Enter lookup information in any one of the fields:
Room #: Guest room number
Guest Name: Full name of the guest.
Guest #: ID number for the guest.
Select Process. Xstore Mobile POS displays a list of customers matching the search information.
Select the guest's name in the list.
If necessary, change the amount to the charged to the guest's room bill.
If prompted, ask the guest to sign for the room charge and complete the sale transaction.
The receipt will indicate that the purchase was charged to the guest's room bill and shows the amount tendered.
Customer/Card not present (CNP) payments allows for customers to make card payments over the phone, which can be useful for accepting telephone orders at the store.
Select Customer and Card Not Present in the menu of tenders.
Select a reason for using this tender.
Enter the card data requested into the payment terminal. Firstly, the primary account number, and then the card expiry date, and finally, the CVV.
Confirm the purchase amount and the card payment is authorized (or declined) by the payment terminal.
If an attempt to authorize a tender fails, perform one of the following procedures to continue with the same tender:
To attempt the authorization again:
Troubleshoot the connection to the authorizer.
Check the network connection for the Xstore Mobile POS server.
Check whether the Xstore Mobile POS server can connect to the internet.
Figure 6-46 Mobile Handheld Tender Authorization Offline
Select the Retry button.
If the retry is successful, continue the transaction.
If the retry fails, either perform another retry, or continue with Manual Authorization.
Its possible that the Payment Terminal will sometimes request a "manual authorization" from the cashier on the POS.
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Note: Call the appropriate authorization provider to manually authorize a tender. Xstore Mobile POS does not provide manual authorization numbers. |
To enter manual authorization information:
Select the Manual button.
Enter the authorization number.
Select OK.
Continue the transaction.
To select a return tender for a refund transaction:
Click Add Tenders when you are ready to complete the transaction.
Xstore Mobile POS displays a list of return tender types. The list of return tenders available for issuing refunds will be determined by type of return (verified or unverified / blind return) and the Xstore configurations for return tenders.
Over tendering a refund is not allowed.
Examples of return tender types:
To tender a refund, select the tender required.
To tender a return transaction in cash:
Select Cash in the menu of tenders.
Enter the amount of cash to be returned to the customer and click OK:
If prompted to complete the transaction:
Click Yes to complete the transaction.
The transaction completion process begins.
Click No to return to the tender selection screen. See Selecting Tenders.
If prompted, scan the cash drawer you are using.
The cash drawer opens. If configured, a prompt displays reminding you to close the cash drawer.
Take the cash from the cash drawer and return it to the customer.
Close the cash drawer.
After the cash drawer has been closed, the sale receipt prints and the system is ready for the next transaction.
The procedure for tendering a return on a credit/debit card will change depending upon whether the card is selected from the Selecting Tenders list, or if it is automatically selected by a verified return:
To tender a return with a Credit Card selected from the Selecting Tenders list:
Select Credit/Debit in the menu of tenders. See Selecting Tenders.
Confirm the amount to be refunded (usually the full transaction amount) or key a different amount.
The tender amount is displayed onto the Payment Terminal.
The customer will present the payment card using the desired method.
Its possible that the Payment Terminal will sometimes request a "manual authorization" from the cashier on the POS.
Call the authorizing agent to request and receive an authorization code.
Enter the authorization code.
Click OK.
The Manual Authorization code is transmitted to the Payment Terminal for approval.
The customer may be prompted by the Payment Terminal to authenticate the card payment:
If necessary, wait for the customer to enter their PIN.
If necessary, wait for the customer to sign the signature capture device.
If necessary, verify the customer signature.
If necessary, ask the customer to sign the receipt.
The Payment Terminal either Approves or Rejects the refund.
If there is still an outstanding balance to refund then the Return Tender Options screen is re-displayed for the cashier to select another tender.
The Sale Complete prompt is displayed and the cashier is prompted to select a receipt method.
The cashier can select to email or to print the receipts as the Xstore configuration dictates.
Xstore completes the transaction.
Xstore Mobile POS automatically displays the credit card information for the original transaction when you tender a verified return. To tender the return:
Select the return tender:
Click OK to apply the tender to the card used in the original transaction. This is called a tokenized refund and uses the saved transaction token on Xstore from the original card payment, and thus the customer does not need to re-present the card. Continue with Step 2.
If the original card is not suitable to be used, for example it has expired, or a different card or tender is required, click Back to change tenders. Continue with Selecting Tenders.
Confirm the amount to be refunded or key a different amount (cannot refund a higher amount that was originally tendered on this card).
If necessary, ask the customer to sign the receipt.
The Payment Terminal either Approves or Rejects the refund for the verified refund.
If there is still an outstanding balance to be refunded then the Return Tender Options screen is re-displayed for the cashier to select another tender.
The Sale Complete prompt is displayed and the cashier is prompted to select a receipt method.
The cashier can select to email or to print the receipts as the Xstore configuration dictates.
Xstore completes the transaction.
The procedure for tendering a return on an eWallet tender is similar to that with a Credit / Debit card, that was used as payment on the original sale transaction. It is not possible to perform a blind return to an eWallet tender, it can only be selected from the original tenders on a verified return.
Xstore Mobile POS automatically displays the eWallet information for the original transaction when you tender a verified return. To tender the return:
Select the return tender:
Click OK to apply the tender to the eWallet used in the original transaction. This is called a tokenized refund and uses the saved transaction token on Xstore from the original eWallet payment, in order to refund to the original eWallet account. Continue with Step 2.
If the original eWallet is not suitable to be used, for example it has expired, or a different tender is required, click Back to change tenders. Continue with Selecting Tenders.
Confirm the amount to be refunded or key a different amount (cannot refund a higher amount that was originally tendered on this card).
If necessary, ask the customer to sign the receipt.
The Payment Terminal either Approves or Rejects the refund for the verified refund.
If there is still an outstanding balance to be refunded then the Return Tender Options screen is re-displayed for the cashier to select another tender.
The Sale Complete prompt is displayed and the cashier is prompted to select a receipt method.
The cashier can select to email or to print the receipts as the Xstore configuration dictates.
Xstore completes the transaction.
To issue or reload a gift card:
Select Issue Gift Card or Reload Gift Card in the menu of tenders. See Selecting Tenders.
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Note: Select the Issue Gift Card option to issue a new gift card. Select the Refund to Gift Card option to put the refund value onto the customer's current gift card. |
Enter the gift card number:
Scan the gift card.
Enter the gift card number.
If necessary, change the amount to refund.
If prompted to complete the transaction:
Click Yes to complete the transaction.
The transaction completion process begins.
Click No to return to the tender selection screen. See Selecting Tenders.
To issue a gift certificate:
Select Gift Certificate in the menu of tenders. See Selecting Tenders.
Enter the gift certificate amount.
If necessary, change the amount to refund.
If prompted to complete the transaction:
Click Yes to complete the transaction.
The transaction completion process begins.
Click No to return to the tender selection screen. See Selecting Tenders.
To issue store credit:
Select Issue Store Credit in the menu of tenders. See Selecting Tenders.
If necessary, change the amount of store credit to issue.
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Note: If the total return amount is greater than the maximum allowed value of store credit to issue, Xstore Mobile POS will show the maximum allowed value of store credit. |
Click OK if prompted sign the store credit voucher.
If prompted to complete the transaction:
Click Yes to complete the transaction.
The transaction completion process begins.
Click No to return to the tender selection screen. See Selecting Tenders.
If necessary, sign the store credit voucher.
Give the customer the store credit voucher along with the receipt.
To issue or reload a merchandise credit card:
Select Issue Merch Credit Card or Reload Merch Credit Card in the menu of tenders. See Selecting Tenders.
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Note: Select the Issue Merch Credit Card option to issue a new merchandise credit card. Select the Reload Merch Credit Card option to put the refund value onto the customer's current merchandise credit card. |
Enter the merchandise credit card number:
Scan the merchandise credit card.
Enter the merchandise credit card number.
If necessary, change the amount to refund.
If prompted to complete the transaction:
Click Yes to complete the transaction.
The transaction completion process begins.
Click No to return to the tender selection screen. See Selecting Tenders.
To tender a transaction with a house account:
Select House Account in the menu of tenders. See Selecting Tenders.
If there is no customer assigned to the transaction, you are prompted to add one. Click Yes if prompted.If the customer does not have an active house account set up, this tender will not be available.If a house account payment is part of the sales transaction, the House Account tender option will not be available.If the customer's house account has been closed, this tender is not available.If the customer's house account is on hold, this tender is not available.
Xstore Mobile POS displays a list of authorized buyers associated with this house account.
Select the authorized buyer from the list:
Click the buyer.
If necessary, change the amount to return on the house account.
If the amount to tender exceeds the account limit:
If the amount is within the override limit, Xstore Mobile POS opens a prompt:
Click Yes to use the house account tender and continue the transaction.
Click No to either use a different tender, or apply a smaller amount to the house account and use a different tender for the remainder.
If the amount exceeds the account limit and is greater than the override limit, the transaction cannot be tendered for the full amount using the house account.
Click OK to close the prompt and change the amount to apply to the house account.
If prompted, ask the customer to sign on the PIN pad device.
Verify the customer's signature.
If prompted to complete the transaction:
Click Yes to complete the transaction.
The transaction completion process begins.
Click No to return to the tender selection screen. See Selecting Tenders.
If prompted, ask the customer to sign the receipt.
A room charge is a tender type used in hotels. Select the Room Charge tender option to remove the total of the transaction from the guest's room bill.
Select Room Charge in the menu of tenders. See Selecting Tenders.
A Guest Lookup form opens.
Enter lookup information in any one of the fields:
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Note: Any additional information you enter into another field is ignored. |
Room #: Guest room number.
Guest Name: Full name of the guest.
Guest #: ID number for the guest.
Click Process.
Xstore Mobile POS displays a list of customers matching the search information.
Select the guest's name in the list:
Click the customer.
If necessary, change the amount to the charged to the guest's room bill.
If prompted to complete the transaction:
Click Yes to complete the transaction.
The transaction completion process begins.
Click No to return to the tender selection screen. See Selecting Tenders.
When prompted, ask the customer to sign the receipt for the room charge.
Select a reason as to why the customer is not present.
Confirm the amount to be refunded or key a different amount (cannot refund a higher amount that was originally tendered on this card).
The Payment Terminal either Approves or Rejects the refund for the verified refund.
