Cancel or Refund Order in Lunchbox 2.0

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Disclaimer: This article is for Lunchbox 2 Enterprise customers only. If your dashboard header looks the same as below, you are in the right place:


Cancel or Refund Order Overview

This article will go over how to cancel an order before it has been sent to the POS as well as refund an order after it has been sent.


Table of Contents

When to Cancel vs Refund an Order

Depending upon the order status, you will be able to cancel or refund the order from the Order Detail Tab:

Cancel Order: If the order has not been sent to POS, you will be able to cancel by clicking Cancel Order at the top of the order:

Refund Order: If the order has been completed, you will be able to process a refund for the order by clicking Refund Order at the top of the order:


Issuing Refunds

There are two ways to issue refunds through the Lunchbox Management Dashboard:

  1. Order Detail Tab

  2. Reports Tab

Refund through Order Detail Tab

To process a refund through the Order Detail Tab:

Step 1: From the Order Detail Tab, find the order that you wish to refund by entering order information in one of the Order Search fields

Step 2: Click Find Order

Step 3: Verify that the order has a Status of Completed. Otherwise, the Refund Button will not be visible and you will not be able to process a refund for that specific order

Step 4: Click the Refund Order Button to be taken to the Refund Page

Step 5: From the Refund Page, you can issue a refund for the entire order amount, select specific items to refund, or refund a specific dollar amount

a. To refund the whole order, click the ‘Full Refund’ button. This will auto-populate the entire order amount in the Refund Amount field

b. To refund specific items, select the quantity from the drop-down beside the item(s) you wish to refund. The amount for the items will auto-populate the correct amount in the Refund Amount field

c. To refund a specific dollar amount, enter the amount in the Refund Amount field

Step 6: Verify that you have the appropriate dollar amount that you wish to refund in the Refund Amount field

Step 7: Enter a Refund Reason, if applicable

Step 8: Click Submit

Refund through Reports Tab

To process a refund through the Reports Tab:

Step 1: Enter the Order ID that you wish to refund into one of the Quick Search fields or select Orders in the Select Report drop-down, along with the order date range

Step 2: Click Get Order if you entered an Order ID or View if you selected to run an Orders Report

Step 3: Verify that the order has a Status of Completed. Otherwise, the Refund Button will not be visible and you will not be able to process a refund for that specific order

Step 4: Click the Refund Link to the left of the Order # to be taken to the Refund Page

Step 5: From the Refund Page, you can issue a refund for the entire order amount, select specific items to refund, or refund a specific dollar amount

a. To refund the whole order, click the ‘Full Refund’ button. This will auto-populate the entire order amount in the Refund Amount field

b. To refund specific items, select the quantity from the drop-down beside the item(s) you wish to refund. The amount for the items will auto-populate the correct amount in the Refund Amount field

c. To refund a specific dollar amount, enter the amount in the Refund Amount field

Step 6: Verify that you have the appropriate dollar amount that you wish to refund in the Refund Amount field

Step 7: Enter a Refund Reason, if applicable

Step 8: Click Submit


Best Practices

Refunds will not prompt the POS to update the check and also process the refund, so it is highly recommended that you process any refunds in both the Lunchbox Management Dashboard as well as the POS to ensure that reporting matches, tips are recorded properly, etc.


  • Reporting

  • Order Management

  • Order Seach (from Reports)

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