Creating Retail Reasons

Some actions in Flourish's Retail module will require you to record a reason for performing those actions. Things like moving cash into and out of vaults, adding a discount to a retail order, canceling a retail order, or recording a cash variance may require a reason for auditing purposes.

A list of default reasons will be automatically created for your facility, but if you would like to update, disable, or add a new reason, you can do so in Settings > Retail > Retail Reasons.

Cash Management Reasons

Cash management reasons are required when you perform a pay-in or pay-out between a sub-vault and a till. To manage your cash management reasons:

  1. In Flourish, navigate to Settings > Retail > Retail Reasons > Cash Management.
  2. Click on the New Reason button.
  3. Enter a Reason Name.
  4. Enter a Reason Code Abbreviation.
  5. When you're done, click Save.

Discount Reasons

If your discount is set up to require a reason, you'll want to make sure to add discount reasons first.

  1. In Flourish, navigate to Settings > Retail > Retail Reasons > Discount.
  2. Click on the New Reason button.
  3. Enter a Description.
  4. When you're done, click Save.

Order Cancellation Reasons

If you have the Require cancellation reason code retail configuration option enabled, you will be required to select a reason when you cancel a retail order.

  1. In Flourish, navigate to Settings > Retail > Retail Reasons > Order Cancellation.
  2. Click on the New Reason button.
  3. Enter a Reason Name.
  4. Enter a Reason Code Abbreviation.
  5. When you're done, click Save.

Variance Reasons

Variance reasons are required any time there is a discrepancy between the expected and counted cash amount in a till. For example, when closing a till with a cash discrepancy or when opening a till with a float amount lower than the previous closing float, you'll need to select a variance reason.

  1. In Flourish, navigate to Settings > Retail > Retail Reasons > Variance.
  2. Click on the New Reason button.
  3. Enter a Reason Name.
  4. Enter a Reason Code Abbreviation.
  5. When you're done, click Save.

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