Organise tags and action reasons

Tags organise records into reusable groups. Reasons explain operational actions such as voids, returns, quantity adjustments and drawer movements.

Prepare tags

1. Open Manage › Tags.
2. Choose the relevant tag category.
3. Create a clear name.
4. Attach the tag from the appropriate record's detail page.

Prepare reasons

1. Open Manage › Reasons.
2. Create a reason with its name and type.
3. Choose the type matching the action, such as Void & Return or drawer operation.
4. Save and Sync before staff use it.

If a reason is missing from an action, check its type and the latest Sync.

Save the changes and tap Sync on the main cashier before checking the branch apps. The console and the till can show different settings until that exchange completes. Check the branch and signed-in user's role if an action or record is missing, and test the changed setting before busy service.

Read discount targeting and cash operations.