Cash Management - Reasons (HQ)

Cash Management – Reasons (HQ) allows the site to specify reasons for Cash Management Actions in a drop-down list on the POS when performing certain Cash Management actions (i.e. Make Change).  If Reasons are not configured and associated to an Action will cause the Action triggered at the POS to not have a drop-down selection list but opens an open text field that provides the option for text input.

To access In Cash Management – Reasons for your site, select the " Cash Management" section on the left-hand menu and then select "Reasons".

Permission requirements: Add No Sale, Edit No Sale, Delete No Sale

Adding Reasons

In order to add a Reason, click on the "Add Reason" button in the top right.

You can see the prerequisite fields below.

Cash Management - Reasons Fields

FIELD	DESCRIPTION
Reason	Enter the name of the Reason
Description	Enter a description of the Reason (optional)

Once the Reason is created, it must be assigned to an “Action”.  Go to the “Actions” tab and edit an Action to assign the Reasons to it.

Reason Codes do not require being Published in TRAY HQ.

Below is a link to configuring Cash Management Actions where Reasons can be assigned to Actions.  If no Reason is assigned to an Action, the POS user will be prompted to input a Reason using a keyboard input.

Cash Management - Actions (HQ)

Below is a link to POS functionality regarding “No Sale” / “Make Change”

No Sale (POS)