Playbooks
What to do when something unusual happens: a return, a mismatch, a power cut.
13 articles
- The cash drawer does not matchWhat to do when the counted cash at close is more or less than the POS expected, and how to find where the difference came from.
- Products are about to expireHow to use the near-expiry list to sell product before it expires, and how to write off what does not sell so the numbers stay honest.
- The stock count does not matchAfter a physical count, how to figure out why the shelf and the POS disagree before you adjust anything.
- A customer wants a refundHow to decide whether to refund, what to restock, and how to process it so the cash and the stock stay right.
- Wrong item or price after paymentA paid sale has a mistake. When to correct the ticket, when to reopen it, and when a refund is the right tool.
- Running out of a best sellerHow to catch low stock before the shelf is empty, build the reorder from the low-stock list, and follow up with the supplier.
- Launching a promotionChoose the goal, pick the right promotion type and scope, schedule it, and check afterwards that it made money instead of just moving units.
- A new employee startsCreate the account with the right role, make them set their own PIN, decide which permissions to hold back, and supervise the first shift.
- Suspicious activity at the registerMany refunds, discounts or corrections tied to one person: how to check the facts in the POS before you act, and what to tighten.
- Problems with a supplier deliveryShort, damaged, wrong expiry, or a barcode that already exists: how to receive only what actually arrived and keep the record clean.
- Internet or power goes outWhat the POS can and cannot do without a connection, what to avoid during the outage, and how to get the records straight afterwards.
- The line is long at the busy hourSmall checkout habits that shorten the line now, and how to use the hourly report to staff the rush properly next week.
- Price change dayCosts went up or you are repricing a whole category: how to update prices without breaking checkout, and how to check the margin afterwards.