Occasionally, suppliers may need to adjust orders due to factors like market availability or product substitutions. Zeroing out an item and providing a reason helps your customers understand why their order has changed. This guide will walk you through enabling and using the feature to manage such adjustments effectively.
Table of Contents
Enabling the Feature
To enable the ability to zero out items and add reasons for changes:
Navigate to Settings: Go to Settings > Features.
Enable the Following Options:
Reason for deleting line items
Line item comments
Once these features are enabled, you can start managing your orders with greater flexibility.
Zeroing Out an Item
To zero out an item from a customer order and provide a reason:
Access the Order: Navigate to the order you wish to modify and click 'Edit'.
Select the Line Item: Choose the item you want to zero out and click the delete icon.
Provide a Reason:
The quantity will be set to zero, and a list of reasons will appear.
Select the appropriate reason or choose 'Other' to enter a custom reason if the predefined options do not apply.
Save the Order: The zeroed-out item and its reason will now be visible to the venue.
Note: If you prefer to remove the item entirely without providing a reason, select 'Delete without a reason'. This will completely remove the item from the order.
Visibility for Customers
Zeroed-out items and their associated reasons are visible to your customers in the venue app when they view their order, ensuring transparency.
Adding Reasons to Your Invoices
If you want the reasons for zeroed-out items to appear on your invoices, our support team can update your invoice template to include this information. Simply contact Support to make this adjustment.
Important Notes on Integrations
Integration with Xero and MYOB: Zero quantity line items sync seamlessly with Xero and MYOB.
Other Integrations: If you use a different integration, please consult our support team before enabling this feature to avoid any potential disruptions to your workflow.
Contact Support
For any questions or further assistance, please contact our support team.