Adding a Promo Reason

Squirrel Cloud allows the creation of predefined reasons when returning an item at POS. This allows users to aggregate data and monitor for trends.

Promo reasons do not print or display at POS. They are used only for reporting.

1. Navigate to Advanced Setup > Reasons > Promo Reasons.

1. Click Add Promo Reason.

1. (Optional) Enable the Is Open field. When this field is enabled, users enter a reason for the promo manually. This entry is displayed on the Promo Report.

2. In the Reason field, do one of the following:

   • If the Is Open field is enabled, enter a name that reflects the requirement for manual reason entry (e.g. "Other" or "Manual"). The reason entered at POS is displayed on the Promo Report.

   • If the Is Open field is disabled, enter a descriptive reason for the return. The reason entered at POS is displayed on the Promo Report.

1. Click Save Promo Reason.