How to Cancel a DEX Session

DEX Transactions are secure transactions between Peet's and our DEX customers. Because of this voiding of a DEX transaction is no longer allowed. Any differences between our invoice and the customer need to be resolved during the DEX process. Below is the detail of how to cancel a DEX session; should one need to be cancelled.

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Table of Contents
How to Cancel a DEX Session
How to Perform a Buyback

Note:
It is recommended that you contact DSD Support immediately if you notice an error with
A DEX Invoice; while you are still at the store (customer account).

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Detailed below are the different options available for the two different customer types (DEX customer, Non-DEX customer).

DEX Customer (Image 1) Void, Void and Copy, or Void and Print are not available, after the DEX session has been finalized.

Non-DEX (Image 2) Customers have the ability to Void, Void and Copy, or Void and Print after the invoice has been finalized.
                             

 Image 1       
                                                         

 Image 2

How to cancel a DEX Session

If you are at the DEX Send and Receive screen and the store states that they did not receive the communication in their system, and they are requesting to send the data again. Please perform the following steps to Cancel the DEX session.

1.  There are two methods to cancel the DEX session.
   a) First is pressing the back arrow button to cancel the DEX session.
   
   b) Second is pressing the ellipsis and pressing Cancel.
   
   
   
2. Press the Yes button to acknowledge canceling the DEX Session.
   
   
   
3. After pressing Yes, you will be placed back into the Open screen. Press the back arrow button, you will be prompted to Cancel. Press the Yes button to void the invoice and be returned to the Invoice item selection screen.
   
   
   
   
4. Make necessary item corrections; if any. Then press the forward arrow button to continue the DEX session as normal.
   
   
   
5. If you need to void the invoice. Press the back arrow button and press the Yes button to accept voiding the invoice.
   
   
   
6. After the invoice has been voided. You will be placed back in the Customer Account screen.
   
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   If a DEX session has been finalized, please follow these steps to perform a Buyback to have the product back available into your inventory to sell to the correct Customer Account.
   
   
   

   How to Perform a Buyback

1. Navigate to the Customer Account by tapping Service Account.
   
   
   
2. A list of all Accounts are displayed. Choose the Account by tapping the arrow next to the Customer's name.
   
   
   
3. Select Invoice from the menu.
   
   
   
4. To change this Invoice from Sales to Returns, tap the Returns tab. 
   
   
   
5. To change Buyback, tap OUT OF CODE to view the Reasons selection screen. Then tap, BUYBACK.   
   
   
   
   
   
6. Select the items and quantities that need to be returned. Tap the green checkmark to accept your item quantities.
   
   
   
   
7. After reviewing your items, press the FINALIZE INVOICE button to continue.
   
   
   
8. Press the Continue arrow button to finalize the return.
   
   
   
9. Tap Post Invoices button.
   
10. The remainder of the process is the same as a normal Sales Order.  
    
    
11. After the Buyback has been completed. Proceed with creating a new Sales Invoice.
12. Once the new Sales Invoice has been created. Please e-mail DSD Support at [e-mail] and provide both Invoice numbers, the original Invoice (to be Voided) and the new Invoice (Correct) that was created. This information will be sent to Route Accounting to ensure that the original Invoice is properly voided.