Item Actions
Overview
Each line in the order has its own actions, and which actions you get depends on the order’s mode:
- Live mode — while you’re building or working an unpaid order: discount, compliment, adjust quantity, add a note, and cancel.
- History mode — on a finished order in Order History: cancel and refund.
Sensitive actions require a reason and may ask for a manager approval.
Requirements
- Signed in to the POS app
- A manager available for protected actions you don’t have permission for
Steps
Live mode: while you’re building the order
Tap any item in the cart to open its actions: Cancel, Compliment, and Discount, plus a note field and a quantity stepper.
Open an item
Tap the item in the cart.
Discount an item
Tap Discount and choose System Discount (predefined in Discounts) or Custom Discount (percentage or fixed value, capped at the item’s price). A discount reason is required.
Compliment an item
Tap Compliment to make that one item free — 100% off. A compliment reason is required.
Adjust the quantity
Use the − / + stepper, or tap the number to open a keypad and type the quantity directly.
Add a note
Type into the note field to attach special instructions to this item.
Cancel an item
Tap Cancel. Since the order hasn’t been paid yet, cancelling just removes the item — choose a cancellation reason, optionally add a note, then confirm. This can’t be undone.
History mode: on a finished order
Open a past order from Order History and tap an item to see Cancel and Refund.
Open a past order
Open Order History and tap a finished order, then tap one of its items.
Cancel an item
Tap Cancel, choose a reason, and confirm. The item is marked Cancelled and its price is zeroed on the order — but the money already collected for it stays with the business; it is not given back to the customer automatically. You can still refund that item afterward if you need to return the money.
Refund an item
Tap Refund, choose a refund reason, and confirm — this is also permanent.
Then choose how to give the money back. You can select more than one payment method to split the refund across, and you don’t have to refund the full price — type a partial amount instead. The maximum you can refund is capped at what was actually paid for that item.
See the result
A cancelled item shows a Cancelled flag at zero price; the order itself can stay Completed. A refunded item shows a Refunded flag, and the order becomes Partially Refunded (or Refunded if everything on it has been refunded).
Notes
Cancel vs. Refund, in history: cancelling zeroes the item’s price but keeps the money with the business — nothing is given back. Refunding gives the money back to the customer through a chosen payment method. Cancel first, refund later if you change your mind.
In live mode, cancelling an item is simple removal — the order hasn’t been paid yet, so there’s no money to account for.
Discount lowers the item’s price; compliment makes it free; refund returns money after payment.
Troubleshooting
Can’t refund the full amount? The refund is capped at what was actually paid for that item — check the maximum shown in the dialog.
Can’t cancel or refund an item? If the order is closed, item actions are limited by mode — see the Live vs. History split above, and check you have the right permission.
An action asks for approval? A user with the permission approves it with their PIN — see Manager Approvals.