When a customer wants to Cancel an Excursion or Charter, whether they have made a deposit or not, you must go through the Scuba Trip wizard in order to return any deposits and/or update the trip roster to show that the customer was Cancelled. Begin by logging into the POS to start a sale. A customer can be put onto the sale prior to entering into the Trip Signup, or in the signup wizard. Either way, a customer must be added to the sale in order to cancel a trip. This allows for full tracking.

For this help file, we will add the customer from within the Scuba Tirp wizard. Click the link to go to the basic help file to Add A Customer To A Sale.

In the POS screen, click the Tasks button. Within Tasks, click the Scuba Trip button to trigger the trip wizard. The first step in the wizard is to select a Returning Customer from your database of existing customers.

Returning Customer:

Select Returning Customer and click the Next button. An existing customer can be looked up by name, phone number, or if available, their customer card can be scanned. Select the method by clicking in the box next to each option then click the Next button.

If looking up by Name, click in the Last/Business or First Name field and use the touch keyboard or your own keyboard to enter in your search criteria. You may touch or click the "Beginning With" or "Containing" text labels or touch or click the Last/Business Name or First Name labels to change the search method. (Beginning With becomes Containing and vice versa when touched).

Type in full or partial information and click the Enter button to pull up a list of results matching your search criteria. Click the Column Headers to sort the list and use the scroll bar or buttons to navigate through it. Click the Next button to select the customer and move on through the wizard.

If looking up by Phone Number, use the touch number pad or your keyboard to type in the 10 digit or a partial of the customer's number. Click the Enter button to pull up a list of results matching your search criteria. Click the Column Headers to sort the list and use the scroll bar or buttons to navigate through it. Click the Next button to select the customer and move on through the wizard.

If using the customer card, scan the card and the wizard will move you through to the next step.

With a customer on the sale, the wizard forwards to the options to Sign Up, Make Payment/Pay Off, or Cancel A Trip. Select the option to Cancel A Trip and click the Next button. Moving forward in the wizard, your next step is to select from a list of Excursions and Charters your customer has been signed up for. This list is sorted by Depart Date and lists the customers balance along with the trip details. Select the trip your customer is Cancelling and click the Next button.

From here, you will immediately be returned to the sales screen. In the receipt, if the customer had made a deposit on the trip, you will see the Trip Deposit as a negative amount. If there was no deposit, the sales receipt will be as it was prior to cancelling the trip (if products were on the ticket, they will still be there, otherwise the ticket will be blank).

Total the sale for any balance, or if the ticket is blank and the customer is not making a purchase, either go into Tasks and use the Clear Customer button to stay in the sales mode, but remove the customer from the sale, or back in the main sales screen, click the EncomPos logo at the top of the receipt and the customer will be removed and you will be logged out of the sales mode.