How Do I Use Reason Codes?
Understanding Reason Codes
Reason Codes in Clarus WMS help you keep track of why stock has been adjusted, held, or released. They provide a clear explanation for every action taken with your stock.
Step-by-Step Guide
1. Adjusting Stock
When you make an adjustment to stock, a dropdown menu called "Please select a Reason Code" will appear. From this menu, choose the most suitable reason for your action. For instance, if stock is damaged and needs investigating, you would select "Damaged Stock".
2. Adding Reason Codes to the Transactions Screen
Reason Codes are very useful for tracking stock actions in the Transactions section.
To add Reason Codes to your Transactions view:
- Open the Transactions Screen: Go to Transactions from the menu on the left.
- Use Column Manager: Click on the Column Manager icon.
- Add Reason Codes: In the dropdown list, find and select Reason Code to add it to your view.
- Save: Once you have saved your changes, the Reason Codes will show next to the transaction details.
3. Viewing Reason Codes in Transactions
- Reason Code Name: This shows the actual reason for stock adjustments, releases, or holds.
- Reason Code Number: Each code has a unique number, which is useful for tracking and investigating purposes.
4. Using Filters
You can use the filters on the Transactions screen to look for particular items or Reason Codes. This makes it much easier to find specific stock actions and understand why they happened.
5. Enforcing Reason Codes by Account
If you set up Reason Codes for specific accounts, you can make sure they are always used:
- Go to Accounts.
- Using the Column Manager, activate the option called Enforce Reason Codes?
REMEMBER: This option will only be visible if Reason Codes have already been configured for that account.FAQs
What are reason codes used for?
Reason Codes explain why actions such as stock adjustments, holds, or releases were made.
How do I select a reason code when adjusting stock?
When adjusting stock, a dropdown menu will appear where you can select a Reason Code, such as "Damaged Stock".
How can I add reason codes to the transactions screen?
Use the Column Manager in the transactions screen to add Reason Codes to the displayed columns.
Can I filter transactions by reason code?
Yes, you can filter transactions by Reason Code to find specific stock actions.
How do I enforce reason codes for specific accounts?
Go to Accounts, and under Column Manager, enable the Enforce Reason Codes? option. This will apply to accounts where Reason Codes were assigned during setup.
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