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Xenial Product Documentation

POS Reason Codes

Xenial Cloud Portal 4-Dot Menu Data Management Ordering Settings Settings POS Reason Codes

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:

  1. From the POS Reason Code List homepage, select New POS Reason Code.

  2. 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.

  3. From the Selected Types section, select Add Item.

  4. From the Available Types window, select the transaction types to associate with this reason code, and then select Done.

  5. 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.

  6. From the upper-right of the screen, select Save.