Best Practices
How to handle Buddi orders that were not received in the POS
[#1] If the order is still in the Cova POS Orders section but does not show a “PAID” status:
- Go ahead and ring the order out using 'Cash' as the payment method. Be sure to ring it out using exact change.
- Make sure to note the invoice number.
- Once the transaction is completed, log into your Hub and go to Analytics -> Reports -> Invoice Report
- Run the invoice report for today and click on the invoice number to pull up the invoice in a separate tab.
- In the top-right corner of the screen under Tools, choose the 'Modify Payment Type' option.
- Change the payment type to whatever the customer used (i.e. 'Debit' or 'Visa').
[#2] If the order never made it to the Cova POS but it processed in Buddi:
- Find the invoice in Buddi.
- Build the order in Cova and ring out the order immediately, using 'Cash' as the payment method. Be sure to ring it out using exact change.
- Make sure to note the invoice number from Cova.
- Once the transaction is completed, log into your Hub and go to Analytics -> Reports -> Invoice Report
- Run the invoice report for today and click on the invoice number to pull up the invoice in a separate tab.
- In the top-right corner of the screen under Tools, choose the 'Modify Payment Type' option.
- Change the payment type to whatever the customer used (i.e. 'Debit' or 'Visa').
Furthermore, you can check your payment processor reports to verify that a transaction has been successfully processed.
Troubleshooting with Cova
When inquiring Cova about a specific order, they'll need the Cova Receipt Number (if available) and the GUID (also known as 'External ID' in Buddi).
To obtain these details:
- Go to the listing in the Order Queue.
- Scroll down to the INTEGRATION DETAILS section:
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