Overview

This guide outlines the process for locating existing customer orders and voiding them within the Cloud Retailer back-office and Point of Sale (POS) systems.

Locating Current Customer Orders

To view a comprehensive list of orders, including those that are open or completed, follow these steps in the Back Office:

1. Navigate to the Reports menu.

2. Search for and select Current Orders.

3. To find a specific customer, locate the Filter section.

4. Change the Status filter to Customer Name.

5. Set the filter criteria to "Contains" and type in the customer’s name.

6. Adjust the Date Range (e.g., from the date the order was initiated) and click Search.

7. Review the results by clicking the downward-pointing triangle next to an order number to expand the details.

   • Tip: Check the Status column to see if an order is "Open" or "Completed".

   • Note: If multiple orders exist, compare the Total, Order Number, and Deposit amounts to identify the correct one.

Voiding or Canceling an Order

If you identify an incorrect or duplicate order that needs to be removed, perform the following steps at the POS (Register):

1. Select Hold/Orders from the main menu.

2. Click on Recall Invoice.

3. Find and select the specific order you wish to cancel.

4. Once the order is active, click the Cancel Order button.

5. Confirm the cancellation to remove the order from the system.

Troubleshooting Price Discrepancies

If you notice a price difference between two similar orders, it may be due to a recent price change.

• Cloud Retailer provides an option to retain the original product price at the time an order is created.

• Orders created before a price update was finalized in the system will maintain the original pricing.

• Always verify the date and time the order was created in the Back Office report to confirm which price was active.