In Salido, the ability to delete or void items on a check depends on whether the item has been sent. Items that have not yet been sent to the kitchen or bar—meaning the order hasn't been finalized—can be deleted directly by the user. Deleting is often used to correct a mistake where an item was added to the check erroneously.
Once an item has been sent, it cannot be deleted; it must be voided. Voiding an item requires a valid Void Reason, which Salido utilizes to keep a detailed record for reporting purposes. These Void Reasons provide insights into operational aspects such as service errors or customer satisfaction issues.
- Deleting Items: This can only be done if the item has yet to be sent; this action leaves no trace in reporting since it's treated as if the item was never placed.
- Voiding Items: This is required for items sent and tracked with Void Reasons for accurate reporting on void activity.
To Delete an Item from a Check in the POS:
1. If logged out to the PIN screen for inactivity, enter your PIN and tap to log back into the POS device
2. On the home screen of the POS, tap the button to bring up the features menu
3. Tap the Check icon to bring up the Checks List
4. Select the check requiring the item deletion from the Checks List view
5. Select the item you want to delete by tapping it in the check detail view on the left, or choose multiple items by tapping their corresponding boxes
6. Tap the Delete button
7. Verify the item has been deleted
To Void an Item on a Check in the POS:
1. If logged out to the PIN screen for inactivity, enter your PIN and tap to log back into the POS device
2. On the home screen of the POS, tap the button to bring up the features menu
3. Tap the Check icon to bring up the Checks List
4. Select the check requiring the item voidance from the Checks List view
5. Select the item you want to void by tapping it in the check detail view on the left, or choose multiple items by tapping their corresponding boxes
6. Tap the Void button
7. Tap the arrow to expand the drop-down list of Void Reasons, and choose the correct reason
8. Tap the Void button
9. If you do not require a manager's permission to void a check, skip to Step 10; otherwise, have the manager approve the Void using one of the following two methods:
- Ask the manager to enter their PIN directly into your terminal
- Ask the manager to approve the Void by tapping approve on the pop-up message they will receive on their terminal
10. Confirm that an item has been successfully voided when you see it crossed out on the check within the POS system
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