About
Whether it's a customer returning a product, a sales clerk cancelling a Quote or the warehouse needing to write off stock, specifying a REASON assist in many ways (Such as Reporting, Accountability & driving business processes).
Setup
Reason Codes are available in System Setup > List of Values.
There are 5 pre-configured system lists (sets of reason codes).
Each system list is configured per module:
Order Cancellations
Quote Cancellations
Sales Returns
Stock Transactions
Supplier Invoice Disputes (Future release)
To edit/ view an existing list click on Name i.e. "Reason Codes (Sales returns)":
Within each list there's a list of values (reasons).
Existing reasons can be edited or new reasons can be added:
Edit
To edit an existing reason click on Name i.e. "Customer Mistake".
Default: Default reasons will be pre populated in reason dropdown fields before a selection is made (There can only be 1 default reason per list).
Active: Inactive reasons wont appear in dropdown lists.
Add
To add a new reason click on Add Value.
The Name is to reflect the reason i.e, "Damaged", "Expired" Etc.
Examples
Note, selecting Other in Reason dropdown list will require users to type in a description.
Sales Returns
Related article: Sales Returns Process
Returns Note
Stock Transactions (Write Off)
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