You can maintain accurate sales records and inventory tracking in Retail Express by properly voiding or cancelling transactions when needed, helping your retail operators correct errors and handle customer cancellations efficiently. This capability ensures your financial reports and inventory levels remain accurate by properly reversing completed transactions, which helps maintain data integrity across your retail operations.
Setting up proper void and cancellation workflows enables your retail team to handle transaction corrections systematically while maintaining audit trails, helping optimize financial accuracy and compliance. This helps retail operations maintain trustworthy reporting and inventory data by ensuring cancelled transactions are properly documented and reversed in your system.
Voiding or cancelling a sale should only be used where products have not been fulfilled to the customer (Refunds should be used in that instance). Voiding a sale will still reverse any stock movements and cancel Gift Vouchers/Credit Notes, but is designed for the intention where a sale was created in error.
Before you Begin
- Payments are not automatically cancelled or reversed; ensure to reverse any Payments prior to voiding a sale
- Payments cannot be accessed, cancelled or reversed after a sale is Voided
- Once a sale has been voided it cannot be edited/reinstated
- Access to voiding sales can be done via Security Profiles
- Once a sale is voided Products will have their inventory movements reversed (you can track these stock movements via the Inventory Movement Log)
Payments must be manually reversed prior to cancelling, otherwise the payment will continue to appear in both the Cash Up via the End of Day Report and the Income Report.
Voiding Credit Notes / Vouchers
Void can be used to cancel a Credit note or Voucher when it is no longer required, ensuring it is no longer available for redemption in any way e.g. if there was a credit note created by accident or with the wrong value.
To cancel the Credit note or Voucher:
- Navigate to the original sale
- Reverse any payments
- Continue to Void
The Credit Note or Voucher will be moved to a cancelled Sales/Order status and will no longer be redeemable.
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Voiding a sale
To cancel a sale:
- Open the sale in POS
- Ensure any payments have been reversed
Payments must be manually reversed prior to cancelling, otherwise the payment will continue to appear in both the Cash Up via the End of Day Report and the Income Report.
- Click VOID
- Type the word VOID (in caps)
- Click VOID
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