Reason Codes

Reason Codes

Reason Codes
 
Reason Codes are used to classify changes to inventory, accounts, and transactions at the Point of Sale.  This allows you to view why changes are being made.  The reason codes can be viewed in multiple reports.  
 
  • Loyalty 
    • Loyalty codes are used for Promotions and Campaigns to track what promotions are being applied at the Point of Sale.
  • Payout
    • This is used when cash is taken from the till to pay for something.  For example, a manager orders pizza for the crew, and removes $20 from the till to pay the delivery person.
  • Drop
    • This is used when a cashier or other employee removes an excess amount of cash from a till and puts it into a safe prior to closing a batch.
  • Account Adjustment
    • Account Adjustments are used when applying a credit or adjusting a customer's A/R account.
  • Tax Change
    • When the tax type or tax exemption status is changed on a transaction, this will track why it was changed.
  • No Sale
    • A No Sale is used when opening the cash drawer at the POS without completing a transaction.  
  • Customer Discount
    • Specific discounts reasons can be required at the POS to apply a discount to a transaction or item.  For example, if the customer is a VIP they get 10% off, or if a product is damaged, they can give 5% off.
  • Inventory Main Manual Adjustment
    • When manually adjusting an item's quantity on hand, the reason code will track why the inventory amount is being changed.
  • Return to Main 
    • Used for return transactions when the items can go back into inventory.
  • Return to Offline
    • When return transactions have items that CANNOT be placed back into inventory.
 
Creating and Editing a Reason Code
 
To create a new reason code, select the New Code button found in the upper left corner of the Reason Code table.  A blank reason code template will appear.  Enter the Reason Code (this will be displayed on the POS for transaction related types), then enter a description.  You will then select the Reason Code Type (see above), and a start/end date.  The start date will default to the date the reason code was created, and an end date is NOT required. 
 
To edit a reason code, simply select the Edit button next to the reason code you wish to make changes to.
 
        

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