Overview
Reason Codes help you track why stock has been adjusted, held, or released. They provide a clear explanation for every stock action and can be enforced on a per-account basis.Selecting reason codes when adjusting stock
When you make a stock adjustment, a dropdown menu labelled “Please select a Reason Code” appears. Choose the most appropriate reason — for example, Damaged Stock for items that need investigation.Adding reason codes to the Transactions screen
1
Open the Transactions screen
Go to Transactions from the left-hand menu.
2
Use Column Manager
Click the Column Manager icon.
3
Add Reason Codes
Find and select Reason Code from the dropdown list.
4
Save
Save your changes. The Reason Code column now appears alongside transaction details, showing both the name and number for each code.
Filtering by reason code
Use the filters on the Transactions screen to search for specific items or reason codes, making it easier to investigate particular stock actions.Enforcing reason codes by account
If you want to require reason codes for every stock action on specific accounts:- Go to Accounts
- Open the Column Manager and enable the Enforce Reason Codes? option
What are reason codes used for?
What are reason codes used for?
They explain why stock adjustments, holds, or releases were made — providing an audit trail.
Can I filter transactions by reason code?
Can I filter transactions by reason code?
Yes. Use the filter boxes on the Transactions screen to search by reason code.