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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.

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Reason code types

TypePurpose
Negative AdjustmentNegatively adjust existing stock
Positive AdjustmentPositively adjust stock (enables “Add Stock”)
HoldPlace available stock into hold status
ReleaseRelease stock from hold status
Short Order LinesShort a sales order when stock is insufficient
Account TransferTransfer stock between accounts

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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.

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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.
Yes. Enable the Generic for All Accounts option when creating the code. Otherwise, assign it manually to specific accounts.
Six: Negative Adjustment, Positive Adjustment, Hold, Release, Short Order Lines, and Account Transfer.