Transaction and interaction reasons help you standardize and track why certain actions are performed within your business such as cancellations, refunds, cash movements, or customer complaints. By defining these reasons, you ensure better reporting, accountability, and clarity for your team while performing daily operations.
Managing your transaction and interaction reasons:
In order to manage your transaction and interaction reasons through the Grafterr Admin Panel, follow the steps below:
Start by logging in to your Grafterr Admin Panel through the Grafterr website using your credentials. Once logged in, navigate to the left-hand menu, scroll down to “Advanced settings,” and click on “Transaction and interaction reasons.” On this screen, you will find different categories of reasons used across various operations.
Order cancellation and void reasons:
These are used when an order is cancelled before completion or when an already placed item/order is voided.
Petty cash-in and petty cash-out reasons:
These reasons are used when cash is added to or removed from the cash drawer. For example, adding change to the drawer or removing cash for expenses.
Refund reasons and kitchen messages:
Refund reasons help define why a refund is issued, such as order error, customer dissatisfaction, or payment issues. Kitchen messages, on the other hand, are predefined notes that staff can send to the kitchen.
Complaints and incident reasons:
These are used to log customer complaints or record any incidents that occur within the restaurant.
Across all these categories, you have the option to add new reasons, edit existing ones, or delete reasons that are no longer required.
Once you make any changes, make sure to refresh the respective application so that the updated reasons are reflected and available for use.
With properly defined transaction and interaction reasons, your business can maintain better operational clarity, improve reporting accuracy, and enhance team accountability.
That’s it! You have successfully learned how to manage your transaction and interaction reasons through the Grafterr Admin Panel. If you face any issues along the way, feel free to reach out to our support team.