Index
Section: Configuration Menu > Invoicing > Reasons
Introduction
In Golfmanager we allow you to control all types of cancellations and discounts applied by the users of the system.
In this way, when performing one of these actions at the POS, the system will force the user to choose one of the following reasons in order to complete the sale. At any time, the operations manager will be able to review all cancellations and discounts, and their corresponding reasons.
When cancelling a sale, with a document issued, a pop-up window opens where the reason for cancellation is selected.
When assigning a discount percentage to a sale, a pop-up window opens where you can select the reason for the discount:
General
Section: Configuration Menu > Invoicing > Reasons
In this list we will register all these reasons. The explanation is very simple:
Reason. Here we would put the text we want for this reason. For example "Employee discount".
Type. Here we choose if this reason is a discount or cancellation type. In the previous case we will choose "discount".
For this tool to work correctly, we must activate the pop up that forces the user to choose a reason after each cancellation or discount. To do this you need to add the following advanced options:
pos.showDiscountReasons > for discounts
billing.showCancellationReasons > for cancelations
All these reasons will be reflected:
discount reasons: in the list of sales lines
of cancellations: in the list of tickets and invoices.
NOTE: To view it on the invoice, go to the following link.
NOTE: With them you can filter, export to excel, and create reports from the same list or with our BI tools and Pivot Tables.