Troubleshooting: Entering Transactions as the Salesperson

SalesGuide > Sales > Entering Transactions as the Salesperson > Troubleshooting: Entering Transactions as the Salesperson

At times, problems or errors can occur that are simple to fix without contacting Customer Support. Here, we indicate some common problems and ways to correct them. If you do not find what you are looking for in this topic, refer to the help options in the Denali Help topic and/or check the Documentation section of our Customer Service Center before you contact Customer Support. If you would like to offer suggestions for additions to our Troubleshooting topic, please email us at documentation@cougarmtn.com.

To Fix This:	Try This:
When I open a new transaction, the customer information area is not available.	Verify that the system is set up to show this information upon opening a new transaction. See the Customers tab on the Set Up Layout window for more information.
How can I void a debit card transaction?	At this time, this functionality is unavailable in Denali because it requires immediate process upon authorization. To void (cancel) a debit card transaction, you must process a reversal transaction for the customer’s debit card. For example, if the debit transaction was processed for $50.00, you would credit this amount back to the card.

Published date: 11/22/2021