The Why In report showing None usually means that not all Why In settings are set to required. Keep in mind, the report looks at the Why In on the last sale—not just new customers and what brought them in. It will not consider people using store credit or gift certificates since nothing "brought" them in to use funds they already had.
To verify your settings for Why In:
- Go to Administrative > System Options > POS Options. All system options for Why In are found here. You’ll want to verify each setting.
- NOTE: Two Why In options appear in the middle of the section (labeled "require"), and the rest are listed alphabetically at the bottom. You can also search for "Why In" using the System Option search bar to list them all.
- The options at the bottom are labeled "Why In is Optional if X applies". We recommend setting these to FALSE to ensure Why In is always required.
- This likely means adding Why In reasons for things like "Repeat Customers", "Service Pickups", etc.
Why In Option Definitions:
- Require Why In for Every Sale – Makes Why In required in general.
- Require Why In for New Customers – Requires Why In for newly added customers at POS. This answers "what brought them in the first time."
- Why In Allow Typing – Lets associates manually type into the Why In field.
- NOTE: This can get messy and makes reporting harder if associates spell or phrase things differently.
The remaining Why In settings determine if Why In is required when the sale involves:
- A cancellation
- A payment
- An item pickup
- A price adjustment at POS (on repair/custom jobs)
- A return
- Generally, set all these to required and add applicable Why In entries.