POS Reason Codes
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The following describes how to setup the Ordering application to prompt the cashier to select a reason code each time a particular transaction type is performed, such as Voids, Refunds, and Paid Outs.
Reason code examples: Guest Walk Out, Guest Dissatisfied, and Pay Out for Supplies.
To create a POS reason code:
From the POS Reason Code List homepage, select New POS Reason Code.
From the POS Reason Codes section, define the following:
Setting
Description
Name
Type a name or description of the reason code.
External ID
Type an external identifier for the reason code.
External identifiers are references used by third-party partners / integrators.
Active
Toggle to Active if the reason code is available for use at company sites.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Prompt Reason
Toggle On to prompt the user to select a reason code for the transaction.
Toggle Off to NOT prompt the user to select a reason code for the transaction.
From the Selected Types section, select Add Item.
From the Available Types window, select the transaction types to associate with this reason code, and then select Done.
From the Selected Types section, define the following setting for each listed type (if applicable):
Setting
Description
Return to Stock
Toggle Yes to return the product to inventory when this transaction is performed.
Toggle No to NOT return the product to inventory when this transaction is performed.
From the upper-right of the screen, select Save.