Node Preferences - System - Reasons and Notes Preferences
In the 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.
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).
Sample Reasons and Notes Preferences for Discounts (showing Manual checkbox, only available for Discounts):
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). |
Sample Adjustment Reasons
