Fix a Mistake at the Counter

A stamp went on the wrong card, a top-up was typed with an extra zero, a reward was given by mistake. Staff can take it back on the scanner in a few taps, without a manager at a laptop.

What changed on the scanner

• Activity replaces History and the old Today screen. The Today tile on the home screen now opens Activity on the Money filter, for phones that can see today's totals.
• Remove Stamp and the short Undo that followed a store-credit payment or top-up are gone. Tap the entry in Activity instead.
• The free-amount Withdraw button is gone. Staff still redeem rewards as before; taking off any amount by hand is Withdraw points under Manager actions.
• Reset and balance adjustments are under Manager actions on the customer's card, for phones with that permission. See Change Scanner Permissions.

Find the entry

Open Activity on the scanner's home screen. It lists every stamp, point, reward, benefit and payment in the shop, newest first, from this phone and your other phones. Narrow it down with All, Stamps, Points, Money or This phone.

After you scan a customer, Recent activity on their card shows their latest entries. Tap See all to open the full list.

Undo an entry

You can undo stamps, points, rewards, benefits, offers, coupons, visits and payments.

1. Tap the entry. Its details open; nothing is undone yet.
2. Tap Undo this.
3. The confirmation shows what changes on the customer's card, for example "from 5 back to 4 stamps". Tap Take back. For a reward or benefit that was used, the button reads Give back: the customer gets it back and can use it again.

If the entry had moved the customer up a level, the level goes back down with it.

The entry stays in the list with an Undone tag, so you keep a record.

A top-up the customer has already partly spent can still be undone: the confirmation says how much was spent, and only what is left on the card is taken back.

Undoing a top-up only changes the card. No money moves in the till: if the customer paid cash, hand it back yourself.

Who can undo what

• Your own phone, the same day: every phone can undo its own entries from today.
• Other phones in the same shop, up to 7 days back: the scanner needs Can undo mistakes made on other phones. Only owners and admins can turn it on, in the dashboard: Change Scanner Permissions.
• Older than that: an editor or the owner corrects the balance or the visits on the customer's page in the dashboard. A used reward, benefit or coupon can't be given back there.

When Undo isn't offered

Staff see the reason instead of the button:

• “Already undone at 16:33 on Bar iPad. Nothing else to do.”: Someone has already taken it back. Nothing more to do.
• “Done on Bar iPad. Ask a manager to undo it.”: It was made on another phone, and this scanner doesn't have Can undo mistakes made on other phones. Ask a manager, or turn that permission on for this scanner.
• “Ask a manager to undo this.”: This phone isn't allowed to undo it.
• “Undo “Stamp added” first.”: A later entry depends on it. Undo that one first.
• “Undo the level change first.”: A level change followed it. Undo the level change first.
• “Anna has already spent some of these points.”: Undoing would take the balance below zero, so an editor or the owner corrects it on the customer's page in the dashboard.
• “This month's benefits have ended. The new ones are already available.”: The customer already has the new ones, so the old ones can't be given back.
• “This coupon has expired.”: The customer can no longer use it.
• “An editor or the owner can correct older entries on the customer's page in the dashboard.”: It is older than the limits above. An editor or the owner corrects the balance or visits on the customer's page in the dashboard.
• “This can't be undone from the scanner.”: This kind of entry can't be undone on the scanner.