Processing a Credit Note in Meat Matrix POS

Processing a Credit Note in Meat Matrix POS

Overview

A Credit Note is processed in the Meat Matrix POS as a Refund. This requires supervisor authorization for security and accurate accounting. 

Steps

Step 1. Initiate the Refund

  1. On the main POS screen, click the Refund button located on the menu on the left side. 


Step 2. Supervisor Authorisation

  1. A "SUPERVISOR AUTHORIZATION REQUIRED" pop-up screen will appear. The supervisor must enter their User ID and Password to authorise the refund.


Step 3. Enter the Product(s) to be Refunded

  1. After authorization, the POS screen will change to a CASH REFUND session. 
  2. In the Product / Scan field, enter the product(s) that are being returned by the customer.
  3. Click the TENDER / FINALIZE button on the right side of the screen.



Step 4. Fiscalise the Credit Note


  1. The screen will change to Cash Refund. Click the small button next to the field to automatically populate the amount.
  2. This will also update the Total Tendered amount at the bottom. Click PROCESS to complete the refund


The system will now finalize the transaction, record the credit note.

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