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This guide has been reviewed against our global client base and classed as relevant to all regions |
Predefined reasons for an offer being withdrawn can be set up, resulting in withdrawal reasons being standardised across your business
These reasons can also be used as criteria when running Power Reports on offers
To set up predefined reasons on your system, click here to contact Reapit Support
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As usual, to withdraw the offer - from the Offers screen: |
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2. Select the reason Click the link beside Reason
The list of predefined reasons are displayed
Select the relevant reason
Enter any extra notes in Comment
Click Accept
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Withdrawal details can be viewed after they have been entered |
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) & can also be reported on (see |
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Withdrawal details Once logged, withdrawal details can be viewed in the Offers screen |
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3. Reporting From the main menu: Click Reports and select Power Reports Select a report type of Offer Report  Image AddedClick Withdrawal reason then select which reasons to report on Select any other required criteria for the report Click Run Report
You can also add a Withdrawal Reason column to your report |
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| title | 3a. Add Withdrawal Reason column on results grid |
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results grid: Right-click over a grid heading Hover over Pick columns and click More Scroll to the bottom of the list, tick Withdrawal Reason and click Accept Right-click over a grid heading again and click Save grid layout
The column will now be displayed for all offer reports run
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Adding the Withdrawal Reason column on the results grid for an offers report means that it will always be displayed for all Offer reports run, allowing you to sort/filter/group the results by reason |
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Predefined reasons for an offer being withdrawn can be set up, resulting in withdrawal reasons being standardised across your business |
