Start with the boundaries
Regulars should be easy to find, stored value and points should actually work, and refunds or reprints should be easy to explain when something goes wrong. This item covers members, stored value and points, discounts, coupons and invoice details, plus order lookup, refunds and returned items, voids, reprints and retries. For how to set them up and how to refund, see the members & promotions and orders & refunds guides. Order intake: Ordering and tables; checkout and receipts: Checkout, payments and receipts; fiscal and NTAK software boundaries: Fiscal and NTAK.
What is included
This item covers: members, stored value, points, discounts, coupons and invoice details; order lookup and statistics; refunds, returned items, voids, reprints and retries.
Members and marketing
Under member management in the back office you will find members, stored-value users, member groups, discount rules, stored value/points, marketing coupons and redemption records; you can add members and generate coupons.
Which invoice-detail fields are available depends on what your store has enabled; how invoice headers are entered also depends on your store's back office.
Order centre and statistics
In store orders and statistics reports you can look up store sales, filter by standard / invoice / void / staff use, and see totals for receivable, received, refunds and voids. The back office is mainly for lookup and audit; refunds are not posted there.
The back office also shows delivery-platform order lists and platform settings, with platform confirmations and fiscal numbers shown separately, which makes reconciliation easier.
After-sales boundaries
Refunds, voids and similar actions can be set to need manager authorisation in the till authorisation policy. Refunds, returned items, voids, reprints and retries are all included in this item; how to do them is in the orders & refunds guide, and member and promotion setup is in the members & promotions guide.
What to check before you choose
- Which member features do you need: members and stored-value users, member groups, discount rules, balance and points, coupons and redemption records?
- Using member balance or points at checkout: depends on what your store has enabled.
- Should refunds and voids need a manager? The till authorisation policy can require it.
- Which figures will you check afterwards? Store orders and statistics filter by type and total up receivable, received, refunds and voids.
- Where do refunds happen? The back office is for lookup and audit; refunds are not posted there.
Good fit / less of a fit
Good fit: Stores with regulars that run stored value, points or coupons; stores that need to look up and reconcile orders by type afterwards.
Less of a fit: Businesses that rely on a third-party CRM to sync member data; processes that expect to post refunds directly in the back office.
How it fits into a store day
- Before a weekend promotion, generate a batch of marketing coupons in member management.
- A regular wants to use points for part of the bill at checkout (whether points can be used at checkout depends on what your store has enabled).
- A guest asks for a refund; following the authorisation policy, the cashier gets a manager to confirm before processing it.
- At month end, filter voided orders in store orders and check them against the refund and void totals.
Out of scope / see also
- Not included: third-party CRM sync; taxpayer / tax-ID lookup (there is no entry for this in the interface at present).
- Seeing delivery-platform order lists does not mean platform order import, refunds or settlement are fully connected.
- Step-by-step operations are in the operations guides; legal terms are in the FAQ.
Next steps
- Same channel: Checkout, payments and receipts · Ordering and tables · Fiscal and NTAK
- How-to: Members, discounts, stored value, and coupons: how to manage
- Prices: Pricing
- By store type: A day in a cafe or dessert shop · A day in a table-service restaurant