|
Technology Forum Computer questions? Need Technical assistance? Ask Andy! |
| LinkBack | Thread Tools |
06-05-2003, 02:59 PM | #1 (permalink) |
Join Date: Jun 13 2002 Location: N CAL
Posts: 365
Rep Power: 22 | 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 |
06-05-2003, 03:31 PM | #2 (permalink) |
Join Date: Jan 25 2000 Location: CT
Posts: 1,768
Rep Power: 25 | 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 ... |
06-05-2003, 03:40 PM | #4 (permalink) |
Join Date: Jan 25 2000 Location: CT
Posts: 1,768
Rep Power: 25 | 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 ] |
Bookmarks |
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests) | |
Thread Tools | |
| |
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 |