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 settings:
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 external third-party systems, such as an accounting system.
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
Select this option to prompt the cashier to select a reason code for the transaction.
Type
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.
From the upper-right of the screen, select Save.