Overview
This article guides you through the process of refunding a sale using the Clubware Shopfront.
The article is divided into the following seven topics:
Prerequisites
Role
Scope
Use case
Navigation
Branch level
Refund a sale
Prerequisites
Role
Your Role must have the Manage sale Permissions.
To apply limited discount to products, your Role must have the Manage POS Allow Limited Discounting Permissions.
To apply unlimited discount to products, your Role must have the Manage POS Allow Unlimited Discounting Permissions.
Scope
You must have a Role within the Member's Branch.
Tip: More information can be found here:
Use case
The Shopfront enables Staff members to record point-of-sale (PoS) Transactions when selling Products to Members in-house. Refunds are also processed like a sale, except with a negative total.
Navigation
The Shopfront is accessed at Branch level:
Branch level
To open the Shopfront:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)
Click on the Shopfront icon (left-hand side of the main menu)
Note: The Shopfront icon is available on all Branch level screens.
The Shopfront opens in front of your current screen and when closed, returns you to your current screen.
All Products that are "Available for sale" in the Branch are listed:
Refund a sale
To refund a sale in the Shopfront:
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Search for the Product Either scroll to find the Products you wish to refund, or use the search box: Note: The Product search allows partial searches. e.g. To search for any Products that contain "Protein" in the name, you could enter "pro" or "tein" or any other partial part of the word. |
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Click Add to cart (required) The Product is added to the cart on the right-hand side indicating the quantity and price: Note: Prices include GST. |
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Adjust the quantity (required) Use the minus The item box will highlight in yellow and present a Refund tag. Note: As it is possible to add sales and refunds to one Transaction, the Pay/Refund button is determined by whether the Total (inc. GST) value is negative or positive. |
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Adjust the price (optional) You can manually edit the refund amount or you can use the pencil icon Either enter a percentage or use a quick discount option: Unlimited Discounting permission: Limited Discounting permission:
The original refund amount will be displayed above the amended refund amount: Note: If you adjust the item quantity to refund more than one item, the adjusted refund amount is applied to all the items. In the above example, the refund amount for a bottle of water was adjusted from -$5.50 to -$5.00. If the quantity was decremented to refund 2 bottles of water, both bottles of water would be given the adjusted refund amount of -$5.00 (a total of -$10.00). To apply an amended refund amount to only one of the items, click Add to cart twice to add two identical items in the cart, set the quantity to -1 for both of them, then adjust the refund amount on one of them. |
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Select a Member (optional) Each refund can be associated with the Member being refunded. Note: The Member search allows partial searches. e.g. To search for any Member that contains "Baumbach" in their name, you could enter "baum" or "bach" or any other partial part of their name. The Member search results are presented as you type what you are searching for: Click on the Member's name to select them: The cart will now display the Member's name at the top: To change the Member, associated with the purchase, simply search for another Member:(the newly selected Member will replace the previously selected Member): If you no longer want to associate any Member with the purchase, click X to remove the selected Member: |
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Alter the purchase (optional) To remove a refund from the cart, click on the Trash icon To abandon the sale completely, click the Delete button |
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Click Refund (required) |
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Select refund method (required) Until a refund method is selected, the Refund button is disabled: At this stage, if you need to amend what is being refunded, click the X or Cancel button to go back to the cart: To proceed with the refund, select Cash or Card: Select Cash for cash refunds only Select Card for EFTPOS, debit card or credit card refunds Note: Ensure the refund has been processed before proceeding i.e. cash has been handed over or card Transaction has completed (was not declined). Cash refunds are automatically rounded to the nearest 10c. |
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Click Refund $x.xx (required) |