Prism Administration Console Guide
Node Preferences > System > Reasons and Notes
In Node Preferences > System > Reasons and Notes area, work with the reasons that will be available for selection for sales, returns, discounts and disbursements. To view and work with Reasons, you must first drill down to the Store or Workstation level. Select a program area from the drop-down. Any reasons that have been defined for the program area are displayed below. If the "Reason Required" checkbox is selected, users will be required to select a reason when creating a discount, return, etc.
Shrinkable
The Shrinkable flag is used to indicate those reasons used to reduce the on-hand quantity of items due to shrinkage (e.g., theft or damage). The Shrinkable flag can then be used to filter reports for those events. This flag has no effect on workflow.
Default Reason
If the "Default" checkbox is selected, then that reason will be entered by default when performing the transaction type selected in the drop-down.
Required Reason
If the "Required" checkbox is selected, the modal that is displayed to the user to select a reason will have the "Cancel" button disabled. If the "Required" checkbox is disabled in preferences, users can skip selecting a reason by clicking Cancel in the modal.
Manual checkbox on Discount Reasons
For Discounts, a Manual checkbox is available in the UI. If the Manual checkbox is selected, manual entry is allowed (instead of dropdown selection only).
Node Preferences > System > Reasons and Notes (showing Manual checkbox, only available for Discounts):
Discard POS Transaction Reason Code
These discard reason codes never show up for regular transactions, ONLY for Discarded Transactions. It doesn't make sense to pick a discard reason on a regular transaction.
In POS Transactions > Transaction Details > General tab, the Discard Reason Code field is read-only and is only populated when a user has selected a reason on a discarded POS transaction.
Adjustment Reasons
Adjustment Reasons work a bit different than the other Types. If you select Adjustments in the Type dropdown, then you will see a set of UI elements for each adjustment type: Price, Cost and Quantity. The following table lists the settings for Adjustments
| Preference | Description |
|---|---|
| Require cost adjustment reason | If selected, users must select an adjustment reason to update a cost adjustment memo. |
| Default cost adjustment reason | If a default quantity reason is selected, the reason will be entered on new cost memos (can be edited). |
| Require price adjustment reason | If selected, users must select an adjustment reason to update a price adjustment memo. |
| Default price reason | If a default price reason is selected, the reason will be entered on new price memos (can be edited) |
| Require quantity adjustment reason | If selected, users must select an adjustment reason to update a quantity adjustment memo. |
| Default quantity reason | If a default quantity reason is selected, the reason will be entered on new quantity memos (can be edited). |
Adjustment Reasons
