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Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.

Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.

Contents

Carrying out cancellations

Your task/initial situation

You are currently in the checkout process and have already added an item to the receipt. Your customer now tells you that they do not want individual items or even the entire purchase after all.

In JTL-POS, you can carry out cancellations at different times during the checkout process:

Line item cancellation: You can cancel an individual line item and remove it from the receipt directly during the checkout process.
Receipt cancellation: You can cancel an entire receipt during checkout. If required, you can define cancellation reasons for this, which will be prompted during cancellation.
Exchanges/Returns: Exchanging and returning items are a special form of cancellation. In this case, the receipt is cancelled only after the checkout. Read more on this topic here: Carrying out returns/exchanges.

Please note: In JTL-POS, you have the option to reset receipts. If you reset a receipt, the receipt number remains available and the receipt is not marked as cancelled. For more information on this topic, click here: Resetting receipts

Requirements/Restrictions

To be able to remove individual items from a receipt, a user must have been granted the Create and edit receipts right. For more information on this topic, click here: Managing user rights.
To cancel an entire receipt, a user must have been granted the Cancel receipts right. For more information on this topic, click here: Managing user rights.

Optional: Creating cancellation reasons

You can define reasons for the cancellation of receipts or line items in JTL-POS. As soon as there is at least one cancellation reason at line item or receipt level, the reason will be prompted and must be specified for a cancellation at the relevant level. For more information on this topic, see: Creating cancellation reasons.

Carrying out line item cancellations

With a line item cancellation, you only remove a single line item from the receipt. This might be necessary if, for example, you have scanned the wrong item or if your customer decides at short notice not to take an item after all.

To cancel a line item, simply swipe it to the left. The icons for editing the line item will appear.

Tap the recycle bin icon. You will be asked to confirm that you really want to delete the line item.
Confirm the confirmation request with Delete. The line item will then be removed from the receipt.

Please note: The entire line will be removed in this process. That means that if the quantity for this line item is higher than 1, it will be completely removed. If you only want to reduce the quantity of a line item, tap the pen icon instead of the recycle bin icon and adjust the quantity. In this case, no cancellation will be logged.

Cancelling receipts

Instead of individual items, you can also cancel an entire receipt. This makes sense, for example, if your customer backs out of the purchase before payment is made.

Please note: If your customer wants to cancel the purchase after the checkout, you must carry out a return/an exchange. For more information on this topic, click here: Carrying out returns/exchanges

Tap on the … Options button below the line item list. The receipt menu will open.
Tap on Cancel receipt. If you have defined at least one cancellation reason for receipts, the system will prompt you to select a cancellation reason. Otherwise, you will be asked if you really wish to cancel the receipt.

Select one of the cancellation reasons or confirm the confirmation request. The receipt will be cancelled.

You can find receipts cancelled in this way in the overview All receipts > Cancelled until day-end closing.