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How to Void a Vines OS order on Revel
How to Void a Vines OS order on Revel

Cancel or void an existing Vines OS order on Revel and refund card

Updated over 10 months ago

If you have a processed Vines OS order on Revel, and the customer would like a refund. NOTE: You will also need to log in to VinesOS to process the refund.

If the order has not already been opened on Revel iPad, you can alternatively void the order on Vines OS, which will be faster in terms of getting the refund to the customer. Learn how to refund on Vines OS. Don't refund on Vines OS IF the order has been opened on the Revel iPad because after that has been done, we cannot update the order anymore, so it will still show the revenue on the iPad. The Revel dashboard will show the correct refund, but it won't show it on the iPad if the order has previously been opened there.
**IMPORTANT: Don't open orders on Revel iPad until the customer is on-site.

  1. Open the order on the iPad. (Once the order is opened on iPad you must not void on Vines OS, the iPad is now the master and the refund must be done on Revel). 

  2. Remove items from the order by tapping the three dots above the order list, to the right of the customer name, and choose "Return Item(s)" and Select All, or by tapping the item to remove one at a time. If you are swapping out items, do not REFUND, use the swap out method instead. 

  3. If you are retrieving inventory back, toggle the inventory button on the right to ON, which is usually the default. IF inventory is not being retrieved, toggle it OFF. 

  4. Enter the reason for voiding.

  5. Hit OK

  6. Confirm popup: Hit Refund to confirm the amount to be refunded back to the card on file. 

  7. The amount refunded will appear in the confirmation window. 

  8. Go to Vines OS, open the order, and proceed to issue the Refund.

**IMPORTANT: If the order was paid on Vines OS, then it can be refunded on Vines OS. However, if you run a new payment on Revel for an order, then all subsequent payments and work done to the order should be done exclusively on Revel, not VinesOS.
Please note that we will not be able to issue a refund if the order is surcharged on Revel.

Once the order has been opened on the Revel iPad do not try to VOID it on Vines OS. Instead, only do one of these options, because once the order is opened on iPad we can't send the void through if you void on Vines OS. If you void and refund it on the iPad, it will sync back to Vines OS and settle the void to the card on file. See: 

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