POSitouch Overrings

Description:  Learn how to use the four Overring options available from the manager screen and complete each one.

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Access Overring

1. Swipe the manager's card to proceed. Alternatively, a fingerprint scan or the manager’s number and password may be used.  Select Manager Screen.
   
2. Select Overring and select Enter.
   
3. Select a choice from the list. 
   

General Overring

Select General Overring when the original check number is unknown and a refund needs to be processed by ringing in items manually. 
This option is not linked to a specific past transaction. For instance, if a customer returns during dinner to report an issue with a burger purchased earlier in the day—or even a previous day—and a refund is approved, General Overring can be used to issue it.

This action creates a "negative check," which can be paid out in cash from the register to refund the customer or by credit card to apply a credit to the customer’s credit card. 

1. Upon selecting Overring > GENERAL OVERRING, a broadcast message will appear indicating that the next check entered will function as a negative check. Select OK to make the next check an overring check.
   
   It is best practice to use the actual server number that rang in the initial order, as their cashout will reflect this overring by reducing cash to remit, when taking a cash payment.
2. The items being ordered appear with a negative price.
   
3. From the payment screen, the check can be closed to cash or a credit card (which will credit the card for the amount of the check).
   

Refund, Items Prepared

1. Upon selecting Overring > REFUND, ITEMS PREPARED, input check number, and select Enter.
   
2. The word Refund appears at the top right of the check, and the items are listed as negative amounts. Pay out the check to refund the entire amount of the check.
   
3. By default, all items are selected for a refund.  Highlight an item that is not eligible for a refund and select (DE)SELECT. 
   In this example, the BBQ Burger and Blue Bac Burger have been deselected, and their total will remain on the check. 
   
   Important:  The DESELECT ALL button will remove all items from the refund. 
   To reapply the refund on specific items, simply highlight an item and select the (DE)SELECT button to reapply the refund.  
   In this example, DESELECT ALL was touched, Texas Burger was touched and  (DE)SELECT was selected.
   

Overring Transaction

1. Select Overring > OVERRING TRANSACTION when the item(s) have been paid for, but were not prepared.  This will return the items to inventory.  Upon selecting Overring Transaction, input the check number and select Enter. 
   
2. The word Void appears at the top right of the check, and the items are listed as negative amounts.
    
3. In this example, the customer has paid for 2 coffees, and the second one was not prepared. Since only one item needs to be removed, select DESELECT ALL, highlight the item that was not prepared but was paid for (in this example, a coffee), select the coffee, and select (DE)SELECT.  Once paid, this will only refund the price of one coffee, including tax.
   

Reopen a Closed Check

1. Overring > REOPEN CLOSED CHECK can be used to correct the way a check was paid. For example, a server has closed a check to cash, but it should have been paid for by credit card. 
2. Select Reopen a Closed Check, input the check number, and select Enter.
   

3. This check can now be closed normally to the correct payment method.