Overview
Reason Codes are used in both SalesPad POS and SalesPad Cloud, but their functions are slightly different for both applications. In SalesPad Cloud, Adjustment Codes can be used for inventory transfers, adjustments in, and adjustments out, and Return Codes are used for returns.
Note: Adjustment and Return Codes are the only Reason Codes used in SalesPad Cloud. All other Reason Codes are used in SalesPad POS.
To get started, select Reason Codes from the Settings menu.
Navigation Menu
Reason Codes
Create a Reason Code
To create a Reason Code, open the tab for the type of Reason Code you wish to create, then click the New Reason Code button in the upper left-hand corner of the screen.
For a brief explanation of each Reason Code type, click here:
New Adjustment Code - Use this code to account for inventory adjustments in or out
New Discount Code - Use this code to give a customer a special discount (not for use with SalesPad Cloud)
New Pay In Code - Use this code to account for money added to a drawer (not for use with SalesPad Cloud)
New Pay Out Code - Use this code to account for money taken from a drawer (not for use with SalesPad Cloud)
New Return Code - Use this code to give a reason for inventory being returned
Depending on which type of Reason Code you select, a corresponding drawer will open. Fill out the information fields in the drawer and click Save.
For a brief explanation of the different information fields in each drawer, click on the name of the drawer below:
Adjustment Reason - Allows you to name your Reason Code
Description - Allows you to describe your Reason Code
Inventory Account - Indicates the account credited
Offset Account - Indicates the account debited
Inactive - If checked, this Reason Code is inactive
Discount, Pay In, Pay Out, or Return Code
Reason Code - Allows you to name your Reason Code
Inactive - If checked, this Reason Code is inactive
Note: Adjustment Codes can have an Inventory and Offset accounts associated with them, but Return Codes cannot.
Edit a Reason Code
To edit an existing Reason Code, first select the Reason Code from the list on the left-hand side of the Reason Codes window (make sure that you have the correct Reason Code type tab open)
Once you've selected the Reason Code you want to edit, make your changes in the information fields on the right-hand side of the screen (available edit fields will vary depending on the type of Reason Code you are editing).
When you've finished making your changes, click Save.
See it in Action
Adjustment Codes appear in the Adjustments module. When creating an adjustment in, adjustment out, or a transfer, assign a Reason Code in the Adjustment Reason column.
Remember, if you don't see the Adjustment Reason column in your grid, simply click the Columns button on the right-hand side of the grid and check the box for Adjustment Reason.
Return Codes are used in the Return Items screen. Assign a Return Code in the Reason column of your Return Items grid.
