Reasons
Overview
Reasons are predefined notes that staff select when cancelling, refunding, complimenting or discounting an order or order item. They keep records consistent and reportable.
Requirements
- Permission to view reasons
Steps
Open Reasons
From the sidebar, go to Manage → Reasons.
Add a reason
Click Add New Reasons to open the form.
Enter the text
Type the reason in Title, such as Customer changed order or Item out of stock. In Categories, select every case where it applies: Cancelation, Refund, Discount or Compliment. You can leave Code empty to have it generated automatically.
Save
Click Save at the top-right of the form to add the reason.
Notes
To change an existing reason, click ⋯ at the end of its row: Edit, Disable, or Delete. To change several at once, select their rows. See Working with lists.
Reasons appear as selectable options on the POS when staff cancel, discount, compliment or refund an order or order item.
Troubleshooting
If a reason is missing on the POS, confirm it was saved and that the device has synced.