Reason Codes

You can apply reason codes to your warehouse transactions, returns, manual price adjustments and cash withdrawal/deposits. 

Contents

Create a reason code

1. Log in to your Backoffice > Settings > Reason Codes
2. Click the plus icon in the top left 
   
   
3. Choose the type of reason code you want to add
   
   
4. Enter reason code
5. Enter name
6. Save 

Filter reason codes

1. Log in to your Backoffice > Settings > Reason Codes
2. You will be presented with a list of your reason codes.
3. To easily view a specific type of reason code. Click "Show all types" and choose a specific type.
   
   

Edit reason codes

1. Log in to your Backoffice > Settings > Reason Codes
2. Find your reason code (by filtering if you wish)
3. Click the editing icon at the far left of the reason code.
4. Perform your edits and click Save.

Reason codes for warehouse transactions

There are eight different types of transactions that affect your stock:

• Delivery in
• Delivery out
• Sales
• Returns
• Reclaims
• Stocktake
• Move
• Shipments

If you add one or more reason codes to, for example, delivery out, you will be forced to pick one of these when you perform a delivery out. If you do not apply a reason code to delivery out, you will not be forced to pick one. 

Cash deposit and withdrawal

You can add reason codes for cash deposits and withdrawals. The staff will then need to choose a reason for the deposit or withdrawal.

Stock adjustments for a reclaimed item

You can add a reclaim warehouse in Backoffice > Warehouses and connect it to your store. If a reclaim is performed in the POS, the item will then automatically be transfered from the stores warehouse to your reclaim warehouse.  

Reason codes for manual discounts and price adjustments

If a reason code of this type is added, staff will be prompted to add a reason when they manually apply discounts or change the price of a product.