Credit Item Operation

Description

Used to credit the next item selected and if necessary enforce the entry of Reason Codes. The next item is an item selected from the Keyboard Layout and not one already appearing in the sales grid. Use the Clear Item POS Key to clear an item in the sales grid.

This POS Key is primarily used to credit items, in order to correct a sale and put the item back into stock. Example 1, you sold the incorrect item and you want to credit it back into stock. Example 2, on a TAB/Table when a Customer/Member has already received an item and is not happy, then the item can be credited in order to appease the Customer/Member. In contrast. items are cleared from a sale that has either been incorrectly added or the Custom/Member has changed there mind and does not want to proceed with the purchase of the item.

To Be Considered

If required, restricting access to this POS Key can be managed by Clerk Security. Note : When Clerk Security is configured for the Credit Item POS Key such that authorisation is required to credit an item, the authorising Clerk will now be added to the sale as a comment to ensure authorised credits can be easily searched in the Search Transaction screen by entering the text 'Authorised by Clerk' in the string field when searching.
If required, enforcing Clerks/Staff at the SwiftPOS Touch terminals to provide reasons for the crediting of sale items can be achieved by ensuring that the Enforce Reason Code settings have been configured. These settings are accessed from here.

Pre-Requisites

Ensure the Function Credit Item POS Key is added to the appropriate Layout using the Keyboard Designer.

Operation

How to Credit the next item selected

Sell items at the SwiftPOS Touch terminal.
Select the Credit Item POS Key.
Select the item either in the sales grid or on the keyboard that is to be credited.
The item credited will be displayed in red font and the sale price will appear as a negative value item.

Finalise the sale.

How to Credit an Open Priced Item. For example, a Gas Cylinder

Select the Credit Item POS Key.
Select an Open Price Product. For example a Product POS Key that has been linked to the Open Price Product Gas Cylinder.
This will prompt for a price to be entered. Note : Enter the price as a positive amount.
The credited Open Price Product will appear in the sales grid as a negative amount.
A Multi Link (Macro) POS Key can be configured to link both POS Keys in steps 1 and 2 above. For example a POS Key captioned Gas Cyl Return would then appear on the keyboard layout, and when selected a price entry prompt would be displayed. Once entered the credit for the Gas Cylinder Return would appear in the sales grid.

Configure Authorisation required when Crediting an Item

In Keyboard Designer select the Credit Item POS Key and select the Clerk Security button.
In the Clerks Groups screen select/unselect the appropriate Clerk Groups.
Send a Full Update to the SwiftPOS Touch Terminal.
At the SwiftPOS Touch terminal, now when a Clerk, that does NOT have authority, credits an item they will be prompted for the entry of an authorising Clerk's ID and password, before being allowed to continue.
Note : On finalisation of the sale, the authorising Clerk will now be added to the sale as a comment to ensure authorised credits can be easily searched in the Search Transaction screen by entering the text 'Authorised by Clerk' in the string field when searching.

Credit Item POS Key Settings

This screen is accessed from here.

Enforce Reason Code - Select to enforce the Clerk/Staff Member to select/enter a Reason for crediting the selected sales item. For more information ...
Always Print - Select to ensure a receipt is always printed regardless of whether the Receipt button is on or not.