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.

1. Click on Company
   

2. Click on Settings
   

3. Click on Reason Codes
   

4. 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

5. Click on Add Reason Code
   

6. Reason Code
   

7. Description

This is the selectable reason that will show on the prompt.

8. Click on Save
   

How it works!

9. 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.

10. Type your desired price
    

11. 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.

12. 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).

13. Custom Reason

The Custom Reason option will allow you to type in your own reason for discount the item.

14. Example of a custom reason
    

15. Click on OK
    

16. 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: 04/02/2025