Types of Refunds: Full, Partial, and Custom

Introduction

Providing exceptional customer service includes the ability to handle refunds with ease and accuracy. In this comprehensive guide, we'll walk you through the step-by-step process of executing both full and partial refunds using the eatOS platform. Whether you need to address customer concerns, process returns, or accommodate special circumstances, understanding the intricacies of refunds is vital for maintaining customer satisfaction. Join us as we explore the user-friendly features of eatOS that empower you to efficiently manage transactions, ensuring a seamless and positive experience for both your customers and your staff.

Table of Contents

Perform Full Refunds - Dashboard
Perform Partial Refunds - Dashboard
Perform Custom Refunds - Dashboard
POS Full Refunds
POS Partial Refunds

Perform Full Refunds

Dashboard



Step 1: On your eatOS dashboard navigate to the left side navigation bar and tap on Sales.



Step 2: On the Sales section select Transactions



Step 3: Select the sales transaction that requires a refund



Step 4: Select Full Refund to initiate the refund process.



Step 5: Tap Select a Reason



5a. Choose or select appropriate reason for refund you can also add an extra refund notes.



Step 6: Tap Refund to complete the refund process and to close the transaction



Note: After successfully following these steps, you'll notice that the order's status in the order list will be updated to "REFUNDED."



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Perform Partial Refunds

Dashboard



Step 1: On your eatOS dashboard navigate to the left side navigation bar and tap on Sales.



Step 2: On the Sales section select Transactions



Step 3: Select the Sales Transaction that requires a refund



Step 4: Select Partial Refund to initiate the refund process.



Step 5: Select the items to be refunded by tapping on the check boxes.



Step 6: Tap Select a Reason



6a. Select the appropriate reason as well as add a note regarding the refund if applicable.



Step 7: Tap Refund to complete the refund process and to close the transaction



Note: After successfully following these steps, you'll be prompt with the order's status updated to "Refund Successful"



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Perform Custom Refunds

Step 1: On your eatOS dashboard navigate to the left side navigation bar and tap on Sales.


Step 2: On the Sales section select Transactions


Step 3: Select the Sales Transaction that requires a refund


Step 4: Select Custom Refund to initiate the refund process.


Step 5: Enter the custom amount to be refunded and tap Select a Reason


5a. Select the appropriate reason as well as add a note regarding the refund if applicable.


Step 7: Tap Refund to complete the refund process and to close the transaction




Note: After successfully following these steps, you'll be prompted with the order's status updated to "Refund Successful"

POS Full Refunds

Step 1: From the left-hand side of the navbar tap on Tickets.



Step 2: In the list of transactions, locate and select the specific transaction that you want to refund.



Step 3: On the Selected Ticket swipe left on the total amount paid and select Refund.

Note: Make sure the ticket is Closed before processing the refund.



Step 4: Next you will be prompted with a Yes or No question. Tap on Yes to confirm the refund transaction or No to cancel the refund request.



Step 5: If you select Yes, select a reason for the refund and tap Done when finished.



Step 6:. The image below shows a ticket that has been fully refunded, ensuring a seamless and hassle-free refund process for both you and your valued customers.



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POS Partial Refunds

Step 1: From the left hand side of the navbar tap on Tickets.



Step 2: Select the ticket that requires a refund. Please note that the ticket must be marked as completed before a refund can be initiated. Incomplete tickets cannot be refunded.



Step 3: Swipe left on the item you wish to refund and tap on the Refund option to proceed.



Step 4: Select a reason for the refund from the available options.



Step 5: Once you've selected the reason, tap Done to continue.




Step 6: The status will be updated to Partially Refunded, indicating that the refund process has been successfully initiated.

Conclusion

Effortlessly manage customer satisfaction with eatOS. Whether it's a full refund for complete reimbursement or a partial refund for specific situations, eatOS provides the tools for seamless transactions. Elevate your service standards and ensure customer loyalty with the ease of transactional excellence.**If you have any questions or require further assistance, feel free to reach out to our dedicated support team. We're here to help!**


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Updated on: 03/20/2024