Go Back   tanTALK - Tanning Salon Business Owners Community > TanTalk Central > Technology Forum

Technology Forum Computer questions? Need Technical assistance? Ask Andy!

Reply
 
LinkBack Thread Tools
Old 06-05-2003, 02:59 PM   #1 (permalink)
 
Join Date: Jun 13 2002
Location: N CAL
Posts: 365
Rep Power: 22 summrtan is on a distinguished road
Andy
Is there anything that can be done in Helios that will allow my employees to void an eft transaction? Same with voiding an inhouse charge transaction? I'm not reaaly sure why it's there in the 1st place. I'm getting frustrated with employee calls because they have a customer standing in front of them that signed up for an EFT Membership and then decided they wanted something else. I'm sure I'm not the only one that has this problem, how do the rest of you handle it?
Thanks
summrtan is offline   Reply With Quote
Old 06-05-2003, 03:31 PM   #2 (permalink)
 
Andy's Avatar
 
Join Date: Jan 25 2000
Location: CT
Posts: 1,768
Rep Power: 25 Andy has a spectacular aura about Andy has a spectacular aura about
Helios have placed these restrictions in the system on purpose.

Neither make that much sense to me, Helios were attempting to assist with controls, but like the old saying goes ... being up to your waste in water and alligators ... they forgot that there mission was to drain the swamp.

Right ... EFT transactions can not be voided. Best suggestion I can give you when a client wishes to "cancel" a POS transaction that relates to an EFT coded sales code ... is to ... set up a Refund sales code for that purpose ... thus giving the money back. Since the original EFT transaction and this refund will be on the same day ... you can then later use the View ... System Files ... Transactions and DELETE both the original and refund. Thus the impact is GONE, once you also remove the related Membership from the Client Profile and the EFT record both via Master Edit.

The mission here was to stop your frustration with employee calls related to this ... while the REFUND (which you would want to monitor) allows the employee to respond to the clients wishes without call you.

InHouse ... a little simplier .... first record a POA (Paid on Account) transactions to eliminate the balance ... DO NOT F5-End Sale ... now do a refund to offset the InHouse Charge ... total of transaction will now be ZERO and F5-End Sale .... you may have some other impact from the original transaction that you will have to reverse, if your refund code does not handle it.

Hope this helps ...
Andy is offline   Reply With Quote
Old 06-05-2003, 03:36 PM   #3 (permalink)
 
Join Date: Jun 13 2002
Location: N CAL
Posts: 365
Rep Power: 22 summrtan is on a distinguished road
That will work with the EFT except when they decided to go with our other EFT membership, at that point Helios will not let employee sell them a new EFT since they already have one.
summrtan is offline   Reply With Quote
Old 06-05-2003, 03:40 PM   #4 (permalink)
 
Andy's Avatar
 
Join Date: Jan 25 2000
Location: CT
Posts: 1,768
Rep Power: 25 Andy has a spectacular aura about Andy has a spectacular aura about
If you wish to handle that situation ... then rather than the refund you need sales codes to handle the possible Upgrade / Downgrade.


_________________

Andy Thompson
ACT Business Solutions
Toll-Free 877-777-6717
andy@atso.ca
ACT Help Center [ This Message was edited by: Andy @ ATSO.ca on 2003-06-05 15:41 ]
Andy is offline   Reply With Quote
Old 06-06-2003, 09:00 AM   #5 (permalink)
 
Join Date: Dec 7 2000
Location: NJ
Posts: 97
Rep Power: 0 George Rose is on a distinguished road
In version 10.1.4 you can't access Tranasactions, it just locks up during the search.
George Rose is offline   Reply With Quote
Reply

Bookmarks



Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are On

Similar Threads
Thread Thread Starter Forum Replies Last Post
Posting EFT Transactions Andy Technology Forum 2 05-07-2002 10:14 AM
How much do you charge for eyewear?? terryberry Tanning Salon Management 25 02-08-2002 09:09 PM


All times are GMT -5. The time now is 08:04 AM.


Powered by vBulletin® Version 3.7.2
Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0
Copyright 2009 - tanTALK.com

click here for advertising info!