Return of Receipts or Goods from Previous Cash Shifts

Starting from version 7.6.2.57, r_keeper has the Return of goods function from receipts of previous cash shifts. There are two return options:

• Return of a specific order from the cumulative database. The receipt is searched for on the report server by accessing the SQL storage database
• Arbitrary return. The return receipt is generated manually with arbitrary goods.

Required Employee Rights

To make a receipt return, an employee must have the following rights:

• Return of goods
• Open any order — to change the main waiter
• Close receipt.

To make an arbitrary return, you need the following rights:

• Return of goods
• Calculate receipt
• Close receipt
• Arbitrary return
• Dish — to select dishes from the menu
• Edit open price — to change the price.

To grant rights:

1. In the r_keeper manager station, go to the menu Personnel > Employees
2. Select the role of employees who can make returns and go to its properties
3. Select the Cashier Restrictions section and specify the required rights
4. Save the changes.

Return from Specific Receipt

When a certain receipt is returned, this receipt is searched for on the r_keeper report server, that is, in the accumulative SQL database. Some of the fields are filled in automatically.

Order Search

To search for an order or generate a return manually:

1. In the main menu at the cash station, press the Return of the goods button
   

   

2. The Search for order or check window will open
3. In the Filter by receipt number field, enter any of the following values:
   
   • Fiscal device
   • Fiscal report number — receipt
   • Employee INN (TIN)
   • Employee name
   • r_keeper receipt number
   • Payment amount
   • Order closing time
     

     

   • Tapping the Find button will open the Arbitrary return window
4. Tap Enter
5. Select the order you want to return from the list of found receipts
   

   

6. Next, the return receipt generation mode will open. In this mode, you need to enter the necessary information to issue a receipt and select dishes to return from the receipt.

Selection of Dish for Return

After selecting an order, the order formation mode will open.

In the upper part of the window, there is an information area of ​​the selected receipt, where you can enter information about the check:

• r_keeper receipt number
• Fiscal register number
• Fiscal receipt number
• Date and time when the r_keeper receipt was closed.

The contents are displayed in the order area.

The fields display the following information:

• # — dish serial number

• The flag 

  

  — a dish deletion marker. With its help, dishes are selected for partial or complete deletion from the receipt
  

  If you set a flag in this field, then all dishes in this line will be marked for deletion.
  If you set the quantity for deletion for a dish, then the flag in this line will be set automatically.

• Quantity — the number of the dish servings in the original order
• Selected — the number of the dish servings to be deleted
• Name — the dish name
• Amount — the dish amount in the original order
• Plus and minus

  

   — buttons to change the quantity by one for the selected line.

At the bottom of the window, there is the return reasons area. It displays a list with all reasons for deletion (voids) with the For dish return restriction set.

Next is the Main waiter area, which contains a list of all employees who are registered in the current cash shift. In this block, you must select the main waiter of the order. The main waiter value in the return order is just informative, as it is not used to form the order. By default, the main waiter of the order is the employee who makes the return.

On the right side there is an area of ​​function keys:

• Quantity — to change the quantity of goods using the keyboard
• Return all — to select all dishes in the receipt for return
• Clear — to cancel the selection of dishes to be returned.

Below, there are the information fields:

• Station — to display the station name at which the goods are returned
• Reason for return — to display the selected reason for the return
• Main waiter — to display the selected main waiter. By default, it is the name of the employee making the return

Selecting Dishes to Return

Full Receipt Return

To return all dishes from the receipt:

1. Tap the Return all button.
   For all receipt lines, the dish deletion flag is activated. The quantity selected for deletion will become equal to the original
   

   

2. To make a return, tap the Confirm button 

   

   .

Partial Return of Goods from Receipt

To partially return dishes from a receipt, set the amount to be returned for the required dishes. For this:

1. Highlight the required line with the dish
2. Enter the required amount on the numeric keypad
3. Tap the Quantity button.

The returned quantity will then be displayed in the Selected column.

You can also return a part of the dish:

1. Highlight the required line with the dish
2. Tap the minus button.
   The first tap on this button will set the amount to be returned equal to the original amount. Each subsequent tap will decrease the amount to return by 1
   

   

3. After setting the required quantity for a return, click the Confirm button

   

   to finalize the return receipt.

Return of Receipt Paid by Seats

If the order was paid for by seats, and it included a common dish or a combo dish, then when returning a receipt for such a dish, the number of servings will be displayed, taking into account their split by seats.

For example, the order was calculated for two seats, the combo dish was a common dish in the order. In this case, when the receipt is returned, the number of combo servings is 0.5.

Making Return Receipt

After selecting dishes to return, tap the Confirm button

 to issue a return receipt.
Tap the Cancel button 

to cancel the operation.

An order will open, displaying all dishes marked for return and the currency in which they were paid.

• If you do not need to change the currency for the return, then tap the button of this currency — in our example it is Pay Russian Rubles. The button does not change the currency, but generates a return receipt for the currency that was specified in the receipt. After that, a return receipt will be printed
• If you need to change the currency of the payment, then tap on the Delete payments button and select the required currency for the return.
  If you try to select a currency without canceling payments, a warning about a balanced receipt and an offer to print the receipt will appear.
  

  

  
  In this case, two documents will be printed on the fiscal register:
  
  • r_k receipt: a fiscal exemption for the amount of returned dishes
  • fiscal register receipt: return of income for the amount of returned dishes

In the cash balance report, the return from previous shifts is not displayed in the Deletions block, since the return refers to a receipt not from the current shift. In this case, the revenue amount is reduced by the return amount.

In the X-report, the return is displayed in the Return of income section of the receipt for the return amount that affects the revenue.

Cancelling Return Operation

If you need to cancel the return operation while forming a return receipt, tap the Delete payments button.

Next, you need to exit the menu. To do this, use one of the following methods:

• Tap the Cancel button 

  

  
  
  1. The edit order cancellation information window will appear
     

     

  2. Tap OK to exit the order return
  3. The system will delete the edited return order and offer to free the table
     

     

  4. Tap Yes
• Tap the Save button 

  

  
  
  1. The system will prompt you to delete the return order
     

     

  2. Tap Yes to delete the return order
  3. The system will prompt you to save the return order in order to return to it later

  4. Tap Cancel to not save the order.

     

     If the return was not completed, for example, due to the lack of the required amount at the cash station, the progress is not saved and the return must be generated again.

Arbitrary Return from Receipt

When using an arbitrary return, the receipt is not searched for in the r_keeper database. All required fields are filled in manually, using the data from the receipt provided by the guest.

Specifying Return Receipt Properties

To switch to the Arbitrary return mode:

1. In the cash station Main Menu, tap the Return of the goods button
   

   

2. The Search for order or check window will open. Click the Find button
   

   

3. In the window that opens, tap the Arbitrary return button
4. A form will open for specifying the main properties of the order.
   

   

   
   Fill in the required fields with the data from the returned receipt:
   
   • The r_keeper 7 receipt number for which the return is made
   • A fiscal number of the receipt for which the return is made
   • A number of the fiscal register on which the returned receipt was issued
   • The date and time of returned receipt issue
   • Specify the reason for the return — void.
     Below are the optional fields:
     
     • Station — the name of the station at which the goods are returned
     • Reason for return — the selected reason for return
     • Main waiter — the selected main waiter. By default, it is the name of the employee making the return
5. After filling in the data, tap the Confirm button 

   

   .

After confirming the data, an order creation form will open.

Choosing Dishes to Return

In the mode of selecting the return receipt contents, an order window will open, in which you must select the dishes to be returned:

1. Select the required dishes from the menu in a usual way
2. Set the number of dishes to return. If you need to return the entire receipt, select all dishes from the receipt to return
3. The price for the selected dish in the order may differ from the price for this dish in the original receipt. To change the price, activate the line with the required dish, enter the desired price on the numeric keypad and tap extra > Open price
   

   

4. Tap the Return *name of the currency* button. In our example, it is Return Russian Rubles
   

   

5. Select the currency and the piece of money to return.

Done, return is completed. When issuing a return receipt, two documents will be printed:

1. The r_keeper receipt — fiscal withdrawal for the amount of the return
2. The fiscal register receipt — the Income return fiscal receipt

In the cash balance sreport, the deletion is not displayed as a separate line, since this is a return from another shift and is not a deletion of the receipt of the current shift. The amount of revenue is reduced by the deletion amount.

In the X-report, the return is displayed in the Return of goods section.