> ## 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.

# Using Reason Codes

> How to use reason codes to track stock adjustments, holds, and releases, and how to enforce them per account.

## 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

<Steps>
  <Step title="Open the Transactions screen">
    Go to **Transactions** from the left-hand menu.
  </Step>

  <Step title="Use Column Manager">
    Click the **Column Manager** icon.
  </Step>

  <Step title="Add Reason Codes">
    Find and select **Reason Code** from the dropdown list.
  </Step>

  <Step title="Save">
    Save your changes. The Reason Code column now appears alongside transaction details, showing both the **name** and **number** for each code.
  </Step>
</Steps>

## 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:

1. Go to **Accounts**
2. Open the **Column Manager** and enable the **Enforce Reason Codes?** option

<Warning>The enforce option is only visible if reason codes have already been configured for that account.</Warning>

<AccordionGroup>
  <Accordion title="What are reason codes used for?">
    They explain why stock adjustments, holds, or releases were made -- providing an audit trail.
  </Accordion>

  <Accordion title="Can I filter transactions by reason code?">
    Yes. Use the filter boxes on the Transactions screen to search by reason code.
  </Accordion>
</AccordionGroup>