Use predefined reasons for withdrawn offers - configuration option

Owned by Fiona Wilson
Last updated: Jan 19, 2023
2 min read

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Predefined reasons for an offer being withdrawn can be set up, resulting in withdrawal reasons being standardised across your business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

1. Withdraw the offer

As usual, to withdraw the offer - from the Offers screen:

  • Select the offer

  • Change the offer Status to Withdrawn

 

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

 

Withdrawal details can be viewed after they have been entered (see 2a) & can also be reported on (see 3)

2a. Withdrawal details

Once logged, withdrawal details can be viewed in the Offers screen

  • Right-click over the withdrawn offer and select Withdrawal details

3. Reporting

From the main menu:

  • Click Reports and select Power Reports

  • Select a report type of Offer Report

  • Click 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 results grid

From the 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

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