These pre-defined codes allow explaining the cause of certain actions in a uniform and consistent manner, in addition to common free notes.
They can be added to:
Incoming goods
Reason per task
Reason per item
Incoming goods return
Reason per task
Reason per item
Purchase order type return
Counting Task
Reason per task
Reason per item
Stock correction
Sales order cancellation
Enabling the setting
To activate the Reason Codes, in the Web App, open Settings -> Reports and Codes and activate the "Enable reason codes" setting
Once activated, the new menu point Reason Codes can be found under Administration:
Option functionality
In Administration - Reason Codes are two tabs:
Reason Codes: here, the specific codes can be created and managed
Settings: here are the global settings for all codes stored, precisely to which processes the codes apply and if they are mandatory to use.
Creating new Reason Codes
To create a new code, go to Administration - Reason Codes - Tab REASON CODES
Press the orange + Icon at the bottom right.
The following form will show up:
Give the Reason a distinct name. This name will be shown in the Mobile App
With the Toggle, choose if the reason is used internally or given from external (i.e. by the supplier or carrier)
For internal reasons, the code will be auto-generated.
For external reasons, you can assign your own reason code as shown below.
This setting can not be changed after saving
Set the new reason active (default is Active)
Click CREATE
Example for external reason
Using the Reason Codes
In the Administration - Reason Codes - Tab REASON CODES, the codes can be applied to the respective process and will be shown in the Mobile App from then on:
Behind each code under the three-dot menu, the reason code can be activated/deactivated or edited.
Global Settings
Under Administration - Reason Codes - SETTINGS the following can be set:
In what processes are reason codes mandatory
If the reason codes can be applied to the whole process only, or to each line item as well.
Example:
If the "reason per task" is applied, the user can only assign a reason code to the whole incoming goods sequence
If the reason per item is activated, the user can apply reason codes to each line item of this incoming goods sequence
If you set up a reason code as mandatory, we advise adding a positive reason code like "all good", so the process can be finished in any case, like the booking of incoming goods without any flaws.
Please find here our Article on how to use Reason Codes in the Mobile App