Configuring reason codes

  1. Select Configuration in the menu.
  2. Select the Settings tab on the Configuration page.

    The Settings panel appears.

  3. Select Reason Codes.
  4. In the Reason Code field, type the Reason Code to be used when resolving variance after performing the inventory count.
  5. Select transaction type Add or Remove.

    Selecting Add means the user can select this reason code when adding items to the inventory.

    Selecting Remove means user can select this reason code when removing items from the inventory.

  6. Select status.

    Active (check) signifies that the reason code can be used when resolving variance.

    Inactive (uncheck) reason code can only appear in reports but cannot be selected from the list when resolving variance.

  7. Click Add icon to save.
  8. Click Edit (pencil) icon to edit the reason code.
  9. Click oDelete (X) icon to delete the reason code.
    Note: 

    Reason code with existing transaction can only be deactivated but not deleted.