Setting Up Inventory and Transaction Reasons in Shortcuts

Step 1: Access Configuration Settings

1. Open Shortcuts POS.
2. Tap the Setup button located at the bottom right corner.
3. Navigate to Configuration.

Step 2: Add a New Reason

1. In the Configuration menu, click the General button on the left.
2. Scroll down and select the Reasons option.
3. You will see three tabs at the top:
   • Reasons for Visit
   • Deletion Reasons for Transaction
   • Reasons for Take Inventory

Step 3: Set Up Inventory Reasons

1. Select the Reasons for Take Inventory tab.
2. Click New to create a new reason.
3. Name the reason (e.g., Quarterly Colour Inventory).
4. Add a description (e.g., Count colour tubes every few months).
5. Press Save to confirm.

Step 4: Create Transaction Modification Reasons (For transactions that require modification, such as training staff):

1. Go to the Transaction Modification tab.
2. Click New to add a reason (e.g., Test Transaction).
3. Include a description (e.g., Test customer created for training purposes).
4. Save the changes.

Step 5: Define Visit Deletion Reasons (To track reasons for visit deletions):

1. Select the Reasons for Visit tab.
2. Click New and add a reason (e.g., Test Visit).
3. Provide a description (e.g., Customer visit deleted for training purposes).
4. Save your settings.

Key Takeaways

• Custom reasons help maintain clarity in reports, especially for inventory counts, transaction modifications, and visit deletions.
• Using clear descriptions for each reason ensures accurate tracking, particularly when staff is in training.
• Adding reasons is a straightforward process through the Configuration menu in Shortcuts POS.