How to Setup Order Cancellation Reasons Within the POSaBIT Portal
Orders can be canceled from the order pad for a variety of reasons such as if a customer never shows up or if the order was unable to be filled. While we don't like to see your orders getting canceled we want to help you collect as much feedback as possible on why orders are getting canceled. This feedback can help to optimize your workflow as well as give you a better insight into what goes on at your venue.
This article walks through how you can set up these cancellation reasons so they can be easily selected from the POS whenever an order is canceled.
- Login to the POSaBIT web portal
- Navigate to the "Order Settings" page found within the Settings drop-down at the top of the page.
- Scroll down to the bottom of the page and locate the table labeled "Cancelation Reasons"
- To create a new cancelation reason press the blue "New Reason" button in the top right-hand corner of the table.
- Once pressed you will automatically be taken to a new cancellation reason creation page.
- On this page, enter the cancelation reason you would like to create in the field titled "Reason"
- Lastly, press the blue "Save" button to create the reason. Once created you will see the new reason populate within the cancellation reasons table.
- If you would like to edit an existing reason, simply press the green "Edit" button to navigate to the reason edit page where you can rename the reason and manage the active/in-active status.
