Overview
Reason codes are essential for tracking stock adjustments and order line processes. There are six types, and you can assign them globally or to specific accounts.Reason code types
Creating reason codes
1
Navigate to Reason Codes settings
Scroll down to the Settings tab and select Reason Codes. Click New to create a new code.
2
Input reason code information
Provide the following:
- Code — a unique identifier
- Name — a descriptive title
- Description — additional detail about the code’s purpose
- Reason Type — one of the six types above
3
Activate and configure
Mark the code as Active or Inactive. Enable Generic for All Accounts to use it across all accounts, or leave it unchecked to assign it manually.
Assigning reason codes to accounts
1
Navigate to Accounts
Go to the Accounts screen under the Settings tab.
2
Select the account
Choose the account you want to configure.
3
Assign reason codes
Scroll to the Assigned Reason Codes tab. Select and assign the relevant codes from the list.
Can a reason code be used for all accounts?
Can a reason code be used for all accounts?
Yes. Enable the Generic for All Accounts option when creating the code. Otherwise, assign it manually to specific accounts.
How many types of reason codes are there?
How many types of reason codes are there?
Six: Negative Adjustment, Positive Adjustment, Hold, Release, Short Order Lines, and Account Transfer.