List management allows customers to configure a list of reasons for 3 categories that save time and provide uniformity across several workflows in SellTreez.
Customers can edit a pre-populated list and create new item that can be pulled down at the POS giving a list of reasons for a discount at the POS, saving time spent at checkout.
Please note: The Discount Category are reasons for a discount and is separate from Creating Discounts.
How Did you Hear Category:
Customers can edit a pre-populated list and create new items in a dropdown list that appear in the Customer Membership Agreements and when editing a customer profile under the Customer Source field.
Adjustment Reasons Category:
Customers can edit a pre-populated list and create new items in a dropdown list that appears in the Inventory Adjustment, Return to Vendor and Destroy workflows in SellTreez.
Please Note: Adjustment reasons that appear in a Metrc state are set by Metrc and can't be edited.
Configuring List Management:
Navigate to Configuration > Config Page > List Management
Chose the list you want to configure for your shop by clicking on the dropdown icon
- Click the toggle on left to enable or disable a list item
- Click into the text box to edit a list item and save
- Add a new list item which will appear at the bottom of the list
Please note: These lists will be pre-populated with default values but can be toggled off or on, edited or newly created by the customer.
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