Create a POS Reason Code

Create codes that cashiers can select to identify the reason they performed particular transactions at the Ordering application, such as voids, refunds, and order item price changes. When a cashier performs the transaction, they are prompted to select the applicable reason code.

Examples of reason codes include: Customer Walk Out, Customer Changed Mind, and Pay Out for Store Supplies.

To create a POS reason code:

  1. From the Xenial Portal, select Data Management.

  2. From the Ordering Settings menu, select Settings.

  3. Select POS Reason Codes.

  4. Select New POS Reason Code.

  5. Configure the record as needed.

Define General Settings for a POS Reason Code

Xenial PortalData ManagementOrdering SettingsSettingsPOS Reason Codes

To define general settings for a POS reason code:

  1. In the Name field, type a name or description of the reason code.

  2. In the External ID field, type an external identifier for the reason code. External identifiers are references used by external third-party systems, such as an accounting system.

  3. Set the Active toggle to Active if the reason code is available for selection at the site.

    • Multi-site users: To the right of the field, select the globe icon to define values for each site.

  4. Select Prompt Reason to prompt the cashier to select a reason code for the transaction.

  5. In the Type section, select the transaction types to associate with this reason code.

    • Select a transaction type from the Available column.

    • Select the right arrow to move the transaction type to the Selected column.

    • Select the double-right arrow to move ALL transaction types to the Selected column.

    • Select the left arrow to move a selected transaction type back to the Available column.

    • Select the double left-arrow to move ALL transaction types back to the Available column.