How to: Require Reason Code for Opening Drawer
To require a reason code when the staff opens the drawer on the POS, you need to do the following:
- Create an Open Drawer infocode.
- Enter the possible reasons as selection codes for the infocode.
- Let input be required for the infocode.
- Choose Pop-up as the display option.
- Create a POS action triggered by Drawer Open.
- Assign the Open Drawer infocode to the POS action.
When an infocode is assigned to the Drawer Open POS action, the input for this infocode is requested when the staff presses the Open Drawer button. The staff can either:
- Select the appropriate reason - the system creates a POS trans. infocode entry with the reason selected and this information is posted with the transaction, explaining why the drawer was opened.
- Press Cancel - this cancels the Drawer Open action.
Example
In the following example, the OPENDRAWER infocode has been assigned to the Drawer Open POS action.
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Press the Open Drawer button (command OPEN_DR). The reason code pop-up appears:
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If you press Cancel, the drawer is not opened. The input is required for the infocode: