OVERVIEW
Referral reasons are used to track how new customers heard about the shop. The Referral Reasons are the values that appear on the Referral Reasons screen when starting a new ticket in POS. The Referral Reasons screen will appear at POS when starting a new ticket based on the Referral shop question .
In addition, the Referral Reasons screen can be manually initiated by using the Referral Reasons POS button. Note: If the Referral Reasons button is not currently on the POS screen, see POS Button Setup to create a customized set of transaction information buttons.
A Referral Reason can also be required before allowing the ticket to be saved based on the POS Save Requirement shop setting. This function can be used to have the application prompt the user for a referral reason at the close of the ticket instead of when starting a ticket. To enable requiring a Referral Reason when saving the ticket, set the Referral shop question to NO and enable the referral reason in POS Save Requirements shop setting.
A Referral Reasons report can be run that will group the tickets by referral reason for the specified time period.