This page will explain how to populate reasons for Refunds and Voids, Petty Cash and Incorrect Stock through the cloud office.

Note:

Refund – Takes place after the sale has been made.

Void – Used when an item has not been paid for but counts as stock loss.

Refund Reasons

  1. Select Custom Reason > Refunds.
  2. Select Add Reason.

3. Enter the reason. E.g Food complaint, service complaint, staff error, wrong order etc.

3. Click Save.

4. The reason will then appear under the Refund List.

To edit a reason, click the green icon  make any amendments, and click Save.

To delete a reason click the blue icon  and confirm delete.

Voids

Follow the same process to populate Void reasons.

  1. Select Custom Reason > Voids.
  2. Select Add Reason.
  3. Enter the reason for void e.g Food complaint, service complaint, staff error, wrong order etc.
  4. Click Save.

 

Petty Cash 

  1. Select Custom Reason > Petty Cash.
  2. Select Add Reason.
  3. Enter the reason for void e.g Groceries, bar sundries, window cleaner etc.
  4. Click Save.

 

Check Inventory 

Check inventory reasons are reasons why stock may be incorrect when completing stock takes.

  1. Select Custom Reason > Check Inventory.
  2. Select Add Reason.
  3. Enter the reason for void e.g Groceries, bar sundries, window cleaner etc.
  4. Click Save.