Citrus-Lime Point of Sale

Currently the auto assign only assigns to the customer (according to the how-to). it would be great to assign the payment as a deposit to the order as it knows what the order number as it is on the payment link screen in back office. This would save time as it stops us having to go into each order/payment to see what has been paid and assign to the specific special order. It also means custoemrs woudl get their products quicker as no manual intervention is needed we also cannot allow this current option as it assign customer credit and this will not look right with out finance department and the 'credit' needs to be assigned to an order otherwise it could be spent by the customer accidently on other purchases etc also the credit finances will look incorrect

Hello, we're not using this feature because... it's not easy enough. With what's coming I think it is even more important to start using this so that access can be restricted as it should be. For clarity I mostly talking about shop floor retail environment. We would love the ability to scan a lanyard with a barcode that we could print via the label printer. I would prefer the till register to go to a screen / pop up with all the names of staff at that store, click their name and enter their pin ~4 numbers or whatever. Or if they hit switch user. And / or a lanyard with a barcode that overrides the button/pin combo. This is totally separate to the 2FA that needs to be done once a day. Ideally everyone logs in when they start and they are then allowed to switch to their login, with whatever access they have been granted. If we do this it would open up things like commission, help see who did what.

can we get some branding on CitrusPay payment links, it looks really basic and doesn't match our store branding, once completed it does not even say our company name, i think it would make customers feel safer to use it if there was branding on there

On a POS customer record, when you use the red clear customer details button to leave just the surname as Data Removed this doesn't do anything to the Delivery Addresses on that tab, you have to manually delete them. Fine you can remember to do that as part of a Data Removal request from a customer but really for the POS account, one action should remove all personally identifiable data on that record.

It would be useful if dollars from a payment link could be applied to a deposit on an order. Right now the dollars sit in the customer account balance, but if the customer has multiple open orders these dollars can become mixed and misapplied. It would be much more clear is the payment link dollars could be allocated as a deposit on the correct order so they don't get mixed with other account sales/payments.

A label without a price but WITH a bin location would be very useful not just for us, but other customers who may be selling small parts etc at variable prices depending on the sales channel or selling to no retail customers. Of course the ultimate solution with the various comments about the pricing labels would be customisable labels the same as we used to have on the legacy RMS Citrus Lime system :)

have just been testing something and 30p comes up as 0.3, could it show 0.30 just so it is 100% clear what the value is?

Would it be possible for quotes to have an expiry date and auto delete? It takes ages to go through old quotes and delete them. If someone hasn't gone ahead with a quote after 2-3 months then the price may have changed anyways. The other option would be if you can delete the quote from the search instead of going in and tendering, then searching again to clear the next old quote.

Currently if a customer pays a deposit you can refund this by clicking on "Manage refunds" and then "issue Refund". Once this has been done the button remains active allowing for multiple refunds within the order. If a refund has been issued to the full amount can this button then be removed or be made not clickable.

I am requesting two improvements to CitrusPay: - Card-processing support that is available seven days a week. - One place where we can see ALL card transactions processed through CitrusPay, including deposits, sales, refunds, and attempted/declined transactions. WHY SEVEN-DAY SUPPORT IS NEEDED For a bike shop, Saturday and Sunday are typically our busiest days. Those are the days we have the most customers in the store and process the greatest number of credit and debit card transactions. If there is a problem with CitrusPay or a card transaction on a weekend, we need to be able to reach someone who can help us determine what happened and resolve the issue while the customer is still standing in front of us. Today is a perfect example. WHAT HAPPENED TODAY Today, an out-of-town customer put a bike on LAYAWAY. Like many of our customers, he lives several hours away. In this case, he lives five hours away. We are in a tourist town, so transactions with customers who do not live locally are quite normal for us. We took a $400 deposit from his debit card. Later in the day, the customer returned and told us he had changed his mind about purchasing the bike and asked us to refund his $400 deposit. Because this was a Layaway, I: - Used Recall Order to retrieve his Layaway Order. - Located and selected "Deposit Taken." - Clicked "Issue Refund." - Proceeded through the refund process. - The customer inserted his debit card into the Pin Pad. - The Pin Pad then displayed "Card Declined," and the refund did not appear to process. I attempted the refund again. However, when I clicked "Issue Refund" the second time, Citrus-Lime told me: "The deposit has already been refunded." The system also displayed the following message: "Please note that you can only refund any deposit payment up to the maximum still applied to the transactions (e.g., if any of the deposits has been used when picking up items, you cannot refund more than the remaining value)." THE PROBLEM Citrus-Lime POS is now telling me the $400 deposit has already been refunded, while the Pin Pad told me the refund was declined. I then tried to determine what had actually happened. I checked the Receipt Journal. I could not find a receipt showing that the refund had been successfully processed. I checked Back Office > Payments & Transactions. Under the Transactions tab, I could not find either the original $400 deposit or the attempted refund. I then checked CitrusPay Payouts > Transactions. That screen will not show me today's transactions. I can only see transactions through yesterday at 5 pm. So, despite checking multiple areas of Citrus-Lime, I have no way to determine what actually happened at the card processor. Did the refund go through? Was it declined? Did CitrusPay receive the refund request but decline it? Did the POS incorrectly mark the deposit as refunded even though the card processor declined the transaction? Why was the debit card declined for a refund? Most importantly, how do I now get this customer's $400 back to him? THE CUSTOMER IMPACT Unfortunately, I could not get an answer because this happened on a Sunday, when I could not reach Citrus-Lime or the card-processing support office. The customer has to leave early tomorrow morning (Monday am) to drive approximately five hours home. He left my store without his $400 refund, and I could not even tell him definitively what happened to the transaction, or when I might have the issue straightened out. That puts both the customer and our business in a terrible position. REQUEST #1: CITRUSPAY SUPPORT SEVEN DAYS A WEEK If CitrusPay is going to be our payment processor, we need access to card-processing support on the days we are actually processing cards. Retail does not stop Friday afternoon. Saturday and Sunday are among our busiest days, and those are precisely the days when card-processing problems can have the greatest impact on our customers and our business. At minimum, we need a seven-day CitrusPay/Card Processing Help Desk that can look at a transaction in real time and tell us exactly what happened. REQUEST #2: ONE PLACE TO SEE ALL CARD TRANSACTIONS We also need a single location within CitrusPay where we can see every card-processing transaction that has gone through the Pin Pad/Card Processor, regardless of how Citrus-Lime categorizes the underlying POS transaction. That should include: Sales Deposits Layaway deposits Refunds Deposit refunds Voids Declined transactions Failed refund attempts Pending transactions Most importantly, we need to be able to see TODAY'S transactions in real time. If a transaction goes through the CitrusPay Pin Pad, I should be able to immediately find it in CitrusPay and see its status. I should not have to search the Receipt Journal, Payments & Transactions, CitrusPay Payouts, and multiple other areas of the system trying to piece together what happened. In today's situation, the POS says the deposit was refunded, the Pin Pad said the refund was declined, and I cannot find a card-processing record that tells me which one is correct. That's exactly when a retailer needs two things: real-time visibility into the card transaction and a support person we can call. Please let me know how I can determine the actual status of today's $400 refund and how I can successfully return the customer's money. I would also appreciate Citrus-Lime considering these two requests as important CitrusPay operational improvements.