https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=41592
Bug ID: 41592
Summary: Add an enhanced workflow for refunds against anonymous
transactions
Initiative type: ---
Sponsorship ---
status:
Product: Koha
Version: unspecified
Hardware: All
OS: All
Status: NEW
Severity: enhancement
Priority: P5 - low
Component: Point of Sale
Assignee: [email protected]
Reporter: [email protected]
QA Contact: [email protected]
CC: [email protected]
Depends on: 24082
Add the ability to search and refund transactions from any register when using
anonymous_refund permission, allowing staff to process refunds at a different
register than where the original payment was made.
Currently, the POS register page (pos/register.pl) only displays transactions
for the current register. This creates a workflow problem when a patron:
1. Makes a payment at Register A
2. Returns to Register B with their receipt requesting a refund
3. Staff at Register B cannot find the original transaction on their register
page
4. Staff must navigate to patron account page to locate and process the refund
This is particularly problematic for anonymous transactions where there may be
no patron account to search.
PROPOSED SOLUTION
-----------------
Add a new "Search transactions" or "Process refund" feature accessible from the
POS interface that allows staff with anonymous_refund permission to:
1. Search across all registers (or all registers in current branch) by:
- Receipt ID / Credit number
- Transaction ID / Accountline ID
- Item barcode / Product code
- Date range
2. Display transaction details including:
- Original payment amount
- Original register where payment was made
- Payment type (CASH, card, etc.)
- Items/services purchased
- Whether transaction has already been refunded
3. Process refund at current register:
- Clearly indicate: "Original payment at Register A, refund from Register B"
- Create REFUND credit on the original transaction
- Create PAYOUT debit at the CURRENT register (cash leaving current till)
- Maintain proper accounting: Register A shows +£10, Register B shows -£10
BENEFITS
--------
- Improved customer service (refund at any register)
- Better support for anonymous transactions
- Maintains accurate per-register accounting
- Reduces staff confusion and navigation complexity
Referenced Bugs:
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24082
[Bug 24082] Add a 'refund' option to anonymous payments
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