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POS Reason Codes

Xenial Cloud Portal 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 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.

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