Phone lookup, 30-day order history | HelloBooks POS Customer lost the receipt? Phone-lookup pulls the last 30 days of orders. Pick the matching item, return it, settle a fresh sale on top — atomic, no double-counting.
Phone lookup, 30-day order history
Customer lost the receipt? Phone-lookup pulls the last 30 days of orders. Pick the matching item, return it, settle a fresh sale on top — atomic, no double-counting.
Part of HelloBooks POS · Returns, exchange & loyalty
Lost-receipt returns are a customer-experience battleground. HelloBooks makes them tractable: phone lookup pulls 30 days of orders, the cashier identifies the item visually, and the return + new sale settles atomically — preventing the inventory phantom that plagues tries.
Every detail, dialled in
Built for the till, validated against the canonical accounting engine — so every POS sale closes the books cleanly.
Phone-driven order history
Type the phone; the till shows the customer’s recent purchases (default 30 days, configurable). The cashier confirms which line is being returned — promotions and prices are recovered from the original bill.
- 30-day default lookup window
- Recent-orders list
- Per-line price recovery
- Cross-outlet by default
Atomic return + new sale
A receipt-less return almost always pairs with a new sale (exchange for a different size / colour / item). HelloBooks treats it as one atomic operation — both legs commit together or neither does.
- Atomic two-leg operation
- Auto-exchange path
- Settles tender difference
- Single audit trail entry
Manager-gated for cash refund
Receipt-less cash refunds are a fraud vector. By default, the engine offers store credit or exchange; cash refund requires manager passcode and reason. Configurable per entity.
- Store credit by default
- Manager passcode for cash refund
- Reason mandatory
- Limit per customer per period
Why teams move off legacy tills
- Cashier must trust customer story
- No price recovery
- Phantom inventory after exchange
- No manager controls
- Phone-driven order history
- Promo / price recovered
- Atomic exchange
- Manager-gated cash refund
Questions, answered
What if the customer is not in the system?
Cashier creates a customer record on the spot (phone is the key). Return-without-bill still requires a recent matching purchase to unlock cash refund.
Can the customer claim an item not in their history?
Manager override only, with reason. The audit trail records every override.
Why default to store credit and not cash?
Cash leaves the building and never comes back; store credit keeps the customer in the franchise. Cash is one passcode away — but not the default.
Is this 30-day window mandatory?
No — configurable per entity (15 / 30 / 60 / 90 days). Pharmacy might use 15 days; electronics might use 90.
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