How to refund/cancelling orders for Cova clients
Breadstack manages data between POS and Woo. The refund/cancellation functions must align with POS restrictions.
When an order is created on Breadstack (placed on the storefront), it is also placed on the POS system. Therefore, the cancel/refund actions are regulated by the POS restriction and depend on the order's status and payment method.
On Hold and Pending order
The On Hold status is associated with an order awaiting payment.
In this state, the Order can be cancelled directly from Breadstack by:
Go to Orders and select the required order by clicking on it.
Click the symbol … (located next to the button Change shipping method) and select Cancel Order.
Click Yes to proceed for the pop-up alert.
The state of your order will be skipped straight to Processing if either:
The payment is made with the Credit card option during checkout.
The selected fulfilment method is In-store pickup.
Note: if Credit card option is selected but failed to be processed during checkout, the order is still created in the ‘Pending’ State.
Processing order
Processing status is assigned to orders with payment made and ready to be fulfilled. (With exceptions mentioned above)
For Cova, this can be triggered directly on Breadstack via the Mark Processing button.
For Greenline, this must be performed on the POS platform.
In this state, the Order can be Cancelled or Refunded on Breadstack depending on the Payment method.
For Non-Credit card payments, order can be cancelled directly on Breadstack. However, this does not automatically trigger a refund. Actual refund action must be done outside of Breadstack.
For Credit card payments, the payment refund is automatically triggered once the order is cancelled.
Completed order
The order that has been delivered to the customer is marked with Completed status on Breadstack.
In this state, the order is no longer available for Cancelled/Refunded via Breadstack.
Cova Refund
Similarly, to receive a refund:
Access the Cova POS view and the Invoice tab.
Remember to note down the Order Receipt ID; it can be found together with the Order ID on Breadstack.
Find the Order based on the Receipt ID and tap Refund.
Once the order has been refunded, the status changes to Refunded. In addition, a Refund amount is added to the Order detail.
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