Cancellations in POS

Sarah's cancellation system allows you to control the removal of products and sales through a barcode authorization process.
This is especially useful in environments where supervision is needed over what gets removed from the cart.

Who needs authorization?

The barcode authorization cancellation system applies exclusively to the Junior Salesperson role (Role ID: 4).

Roles 1, 2, and 3 can freely remove products from the cart and close sales.
The Junior Salesperson cannot edit prices or quantities, and needs authorization for any removal.

Authorization codes

Authorization codes are barcodes configured at the company level and printed for use by authorized personnel (supervisors, managers).

Configure codes

1. Go to Company Settings
2. Find the Cancellation codes section
3. You can:
   • Generate a new code automatically
   • Enter a code manually
   • Assign a descriptive label (e.g., "Morning shift supervisor")
4. Click Add

Each code can be:

• Viewed in full by clicking the eye icon
• Printed individually to hand out to authorized personnel
• Deleted when no longer needed

It is recommended to have at least one active code per shift or supervisor.

Cancelling a single product

When a Junior Salesperson presses the delete icon (🗑) on a cart product:

1. An authorization modal opens
2. The supervisor scans or enters the authorization code
3. The code is validated against the database
4. If valid, the product is removed from the cart
5. The cancellation is recorded in the log

No comment is required for individual product cancellations.

Quick cancellation (Shortcut: Q)

For scenarios where multiple products need to be cancelled quickly, there is a quick cancellation mode:

1. Press the Q key or the Quick cancellation button in the cart footer
2. Step 1: Scan the authorization code
3. Step 2: Scan the barcode of the product to remove
4. The product is removed and the modal closes automatically

If you need to cancel another product, you must restart the process (new authorization for each cancellation).

Cancelling a complete sale

When a Junior Salesperson tries to close (X) a sale tab:

1. A sale cancellation modal opens
2. The supervisor scans or enters the authorization code
3. A mandatory comment must be written explaining the reason for cancellation
4. The code is validated and the cancellation is recorded
5. The sale is removed from the POS

The comment is mandatory for complete sale cancellations and is recorded in the log.

Cancellation records

Each cancellation generates a record with the following information:

The product description and price are copied at the time of cancellation, so the record remains intact even if the product is later deleted from the system.

Cancellation logs view

The logs view is available at Sales > Cancellations and is accessible only to Administrators (Role ID: 1).

From this view you can:

• See all cancellations sorted from newest to oldest
• Filter by type (product or sale)
• Review who cancelled, with what authorization, and for what reason
• Export data for auditing

Junior Salesperson POS restrictions

In addition to the cancellation system, the Junior Salesperson role has the following POS restrictions:

• Cannot edit prices of products in the cart
• Cannot edit quantities of products in the cart
• Cannot see the Returns button in the POS
• Cannot see Inventory > Products in the sidebar menu
• Cannot switch cart view mode (always uses the visible cart)

For more details about roles, see Roles and Permissions.

Best practices

• Print the codes and hand them out only to authorized personnel (supervisors, managers)
• Rotate codes periodically for security
• Review logs regularly to detect unusual patterns
• Use descriptive labels on codes to easily identify who authorized each cancellation
• Require clear comments on sale cancellations to maintain traceability