The Refund Process do not work correctly, it should work like the discount process, where the waitress ask for approve and a pop up screen is displayed for a manager pin. At that point the manager will enter he/her pin. Since it does not work with way and the manager need to log into the system to refund an order, the refund order is logged under the manger shirt report and not the waitress shirt report. This is causing issue this tip especially with cash refunds at the end of the night because there refund is not show on the shirt report since the waitress put in the the refunded order but the manage is actually processing the refund. Please contract me for more explanation.
This feature is under review.
Any update on the status of this software weakness with Clover or a work-around?
Margaux Murray commented
Yes the refund should follow the employees not the manager who did the refunds.
Sylvester Tucker commented
The refund should follow the employee not the manager who did the refund on their shift report. Throw tips off at the end of night.
Sylvester Tucker commented
I just this happen after not noticing this. I have a customer who is a sports bar. They bartender needed to do a refund because they didnt have the brand of cigarettes the customer wanted. The bartender had to get the manager to do the $10.00. The manager did the override for the refund. At the end of the night the $10.00 showed up under the manager which made the bartender short $10.00.
The solution to this is to have the refund follow the employee as the manager overrides the refund under the employees name. When they do their closing for the night it will reflect on employees sales slip which will provide how much they owe the house or the house owes them.
The merchant is concerned about how refunds appear in the shifts reports, the merchant stated the employees do not have permissions to perform refunds, refunds via manager approval (pin code) the issue is that the refund will show under the manager's name instead of the employee who may have processed the original payment. The causes confusion when it comes to the pay out for employee tips. merchant would prefer the refund information be attached to the employee ti assure the tips are being paid out correctly.
Merchant would like the permissions to remain so employees cannot perform refunds but when they select refund a pop up comes up asking for a manager approval.
Alan Collins commented
For informational purposes, it is important to know, We are a nightclub, not a restaurant. Our clover terminals are not "shared". There is 1 terminal for each bartender. We do not have a wait staff that enters orders that are sent to kitchen or bar. The customer orders drinks from one of my bartenders, the bartender makes the drink, rings up drink and either opens a tab or cashes the order out.
Also, you should know, I have my permissions set to NOT allow employees to make refunds. Doing so would be a loss prevention nightmare. Only management has those permissions.
Most of the instances we have an issue is when an employee hits the Fast Cash button instead of the Save button. These buttons are extremely close to each other and really should be relocated.
When this happens, a manager must make the refund under his log on but that doesn’t solve the problem because at that point the refund shows under the managers shift report making his bank appear “over” because he didn’t ring up the original order. And the worst part is, even though the transaction was refunded, it still shows as a cash sale on the bartender who originally cashed the order out by mistake. Which makes that bartender bank “short” according to the shift report.
It looks like it’s an issue with permissions. I think if a “management override” option were available where the bartender could process the refund or reopen the order, by entering a management override code, it would solve the problem.
This is an extremely timeconsuming problem for management and back office. Please find a resolution.
Merchant wants to be able to track the refund to the employee, because when employee needs to process refund an admin or owner has to log in and process. So the refund goes to the Admin and not the employee.