> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Reason Codes

> How to create, configure, and assign reason codes to accounts for tracking stock adjustments, holds, releases, and transfers.

## 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

| Type                    | Purpose                                        |
| ----------------------- | ---------------------------------------------- |
| **Negative Adjustment** | Negatively adjust existing stock               |
| **Positive Adjustment** | Positively adjust stock (enables "Add Stock")  |
| **Hold**                | Place available stock into hold status         |
| **Release**             | Release stock from hold status                 |
| **Short Order Lines**   | Short a sales order when stock is insufficient |
| **Account Transfer**    | Transfer stock between accounts                |

## Creating reason codes

<Steps>
  <Step title="Navigate to Reason Codes settings">
    Scroll down to the **Settings** tab and select **Reason Codes**. Click **New** to create a new code.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Assigning reason codes to accounts

<Steps>
  <Step title="Navigate to Accounts">
    Go to the **Accounts** screen under the **Settings** tab.
  </Step>

  <Step title="Select the account">
    Choose the account you want to configure.
  </Step>

  <Step title="Assign reason codes">
    Scroll to the **Assigned Reason Codes** tab. Select and assign the relevant codes from the list.
  </Step>
</Steps>

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="How many types of reason codes are there?">
    Six: Negative Adjustment, Positive Adjustment, Hold, Release, Short Order Lines, and Account Transfer.
  </Accordion>
</AccordionGroup>