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 Orders → Reasons.

Add a reason

Click Add New Reason to open the form.

The Add reason form — Creating a new reason.

Enter the text

Type the reason text, such as Customer changed order or Item out of stock. Select Category, such as Discount, Compliment, Cancellation Or Refund Select all that apply.

Save

Click Save to add the reason.

Notes

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.

Orders