Find Sales Supervisor Options

Notice that the Record Navigation Bar includes a Supervisor option. Selecting this option will return a drop-down list of actions.

review receipts, supervisor menu

Void Sale

Voids the sale and presents the receipt again listing each entry as void. You can void a transaction that included a trade-in provided the traded-in item is still in the original category in inventory or not yet taken in as inventory.

For record-keeping purposes, we recommend reversing a sale rather than voiding it.

• If a statement period has been closed, the void button may not be available on a store charge.

• Posting to QuickBooks will include voiding transactions, but the check and credit card payments are not removed. They will appear as refunds due.

Change Customer

Offers the Find Customer filter to assign the new customer. You will be offered a dialog box confirming the action.

Change Associates

Offers the ID The Associate(s) window, as seen in the section entitled Starting a New Transaction. This allows you to enter a new associate ID or split the credit among associates.

Change Why-In/ Promo

Allows a supervisor to change the reason for the customer’s visit.

Cancel

Ends the supervisor options.