Learn how to create and add reasons for why you adjust, return, cancel, or void a transaction.
When you make register adjustments or return, cancel, or void a transaction, you’re required to provide a reason by choosing one from a list.
Things to know
- Reasons are shared across all of your locations.
Add reasons
- Go to Registers > Configure.
- Select Register adjustments, Returns, Cancellations, or Voids tab.
- Click Add reason.
- Enter a reason for the category you selected. For example:
- Reasons for Register adjustments could include Error Correction or Manager Override.
- Reasons for Returns or Voids could include Defective Cartridge or Customer Satisfaction.
- Reasons for Cancellations could include Customer Didn’t Pick Up or Invalid ID.
- Click Add.
To delete a reason, click the X next to it.