coreSTORE - Getting Started: Reason Codes
Reason Codes are used when someone changes the cost of an item, modifies its sale price, or applies a discount on the sales screen. Employees are prompted to provide a reason for these actions, which can be either manually entered or selected from a set of pre-determined options based on your setup.
Click on Company
Click on Settings
Click on Reason Codes
Request Reason When...
Here you can determine how you want your reason codes to function. The options are:
None: there will be no prompt.
Request: the prompt will ask for a reason but will not require it.
Require: the change cannot be made without inputting a reason inside the prompt.
## # Creating pre-made reasons
Click on Add Reason Code
Reason Code
Description
This is the selectable reason that will show on the prompt.
Click on Save
## # How it works!
Change the price
For example, when you are on the sales screen and you want change the price of the item for that sale, you would click on the price of the item and input the desired price.
Type your desired price
Click on the Check
You can also click on the Tax Included button if you want the price of the tax to be included in the price.
Reason Prompt
Here is the prompt that will show when you try to change the price. As you can see, you have the option for None, Custom Reason, and Damaged (the one we created earlier).
Custom Reason
The Custom Reason option will allow you to type in your own reason for discount the item.
Example of a custom reason
Click on OK
Select a reason
If your reason codes are set to "Require," you must input a reason code to proceed with any changes. The system will not allow you to continue without selecting a pre-made reason or typing in a custom reason.
Click on Company
Click on Settings
Click on Reason Codes
Request Reason When...
Here you can determine how you want your reason codes to function. The options are:
None: there will be no prompt.
Request: the prompt will ask for a reason but will not require it.
Require: the change cannot be made without inputting a reason inside the prompt.
## # Creating pre-made reasons
Click on Add Reason Code
Reason Code
Description
This is the selectable reason that will show on the prompt.
Click on Save
## # How it works!
Change the price
For example, when you are on the sales screen and you want change the price of the item for that sale, you would click on the price of the item and input the desired price.
Type your desired price
Click on the Check
You can also click on the Tax Included button if you want the price of the tax to be included in the price.
Reason Prompt
Here is the prompt that will show when you try to change the price. As you can see, you have the option for None, Custom Reason, and Damaged (the one we created earlier).
Custom Reason
The Custom Reason option will allow you to type in your own reason for discount the item.
Example of a custom reason
Click on OK
Select a reason
If your reason codes are set to "Require," you must input a reason code to proceed with any changes. The system will not allow you to continue without selecting a pre-made reason or typing in a custom reason.
Updated on: 06/26/2024
Thank you!