Dialogue box: Managing reasons for cancellations and returns

The Manage reasons for cancellations/returns dialogue box can be reached via the menu Settings > Reasons for cancellations/returns.

Reasons for cancellations and returns allow you to document why a receipt or line item was cancelled or returned. You can freely define cancellation or return reasons. For more information on this topic, click here: Creating reasons for cancellations and returns.

Managing reasons for cancellations and returns

List of reasons for cancellations/returns: In the list, you can see all the reasons for cancellations and returns that you have created.

Editing cancellation/return reasons: Select one of the reasons to edit it. The Create/edit reason for cancellation/return dialogue box will open.

Deleting reasons for cancellations and returns: Select and hold a reason for cancellation/return to delete it. Before the reason for cancellation/return is deleted, a pop-up will appear. Select Yes to confirm.

”Create” button (plus icon): Use this button to create a new reason for cancellation/return. The Create/edit reason for cancellation/return dialogue box will open.

Icons for cancellation/return reasons: You can tell if it is a cancellation and/or return reason by the icons next to the designation. If a recycle bin icon is displayed, then the reason is related to a cancellation. When an arrow symbol is visible, then the reason is related to a return. When both icons are visible, then the reason is related to both a cancellation and a return.

Dialogue box: Editing reasons for cancellations and returns

In the Create/Edit reason for cancellation/return dialogue box, you can create a new reason for cancellations and returns, or edit an existing one.

Toolbar

”Save” button: Click on the button with the check mark icon to save all changes and exit Edit mode.

“Cancel” button: Click on the cross icon to discard all entered data, or to reset the changed data to its original value and exit Edit mode.

General

Name: Enter the name of your reason for cancellation/return here. This will be recorded on the cancellation/return document and recorded in the cash register log.

Description: Enter a description in this field to specify when, for instance, the reason for cancellation/return should apply.

Sort number: Enter the sort number here. Use the sort number to specify the order in which the different reasons for cancellation are displayed in JTL-POS (1 = top). By default, the reasons for cancellation are displayed in the order in which they were created, except for when a sort number is not specified or has been entered more than once.

Scope

In this section, you can specify if a reason is associated with a cancellation, a return, or both a cancellation and a return.

Cancelled: If you enable this option, the reason can be selected for a cancellation.

Return: If you enable this option, the reason can be selected for a return.