Cashier Reasons in Connect for Appetize

Description: You'll learn to create and manage Reasons in Activate, which are used to describe and track actions like refunds, price changes, cash drawer operations, and more, along with assigning these Reasons to Reason Groups for Vendor Role-level utilization.

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Overview

Reasons are created to keep track of actions processed within Activate. Reasons are used to describe and audit the following Activate POS functions:

• Refunds
• POS Price Changes
• Cash Drawer Open / No Sale
• Clearing the Cart
• Manual Reduction (item or cart level)
• Tax Exemption
• Cancel Check
• Cash Action Paid In
• Cash Action Paid Out 

Reason Groups are used to assign Reasons at the Vendor Role level.

An example group would be Refund/Void with the Reasons someone would be voiding an order (Damaged Item, Incorrect Size, Guest Satisfaction, etc.). The cashier must select a reason when processing the return and it will be reported with the refund details. 

Create Reasons

1. Log in to Connect and select Options on the left side menu.
2. Select Reasons from the menu.
3. Select Add Reason in the top right corner.
   
4. Enter the details for the Reason. 
   
   • Name: The name of the Reason
   • Code: A numeric and/or letter abbreviation for the Reason.
   • Requires Validation: Whether the Reason will need Manager Approval.
5. If Requires Validation is set to YES, additional options appear.
   • Offline Apply: Select Yes to allow, No to disable and Approval to require Manager Override. 
   • Decline Apply: Select Yes to allow, No to disable and Approval to require Manager Override. 
6. Select Save to finish adding the Reason.
   

Edit Reasons

From the All Reasons page, every Reason can be viewed in list form.  

A search bar at the top of the screen allows users to narrow down the Reasons. Users can also sort by Name or Code.

To delete a Reason, click the trash can icon.

Additional Config Required

Reasons are assigned to Reason Groups. Reason Groups are how Reasons are assigned at the Vendor Role level to utilize within Activate.