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Manage Reason Codes

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Quan Vu
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Reason codes are a great way to record more information about basic actions in your account. Use the reporting tool to report on each reason code for excellent visibility. RetailOps allows you to record the following types of reason codes:

Return: Why did the customer return this item? Enter the default return actions (restock, refund, ship) to make returns processing accurate and swift.

Discount: Record the reason for applying a discount to a customer order, such as a VIP discount or special coupon. 

Inventory Adjustment: Require your team to record the reason for adjusting inventory for pinpoint inventory accuracy. 

Cancel: Why is this order being canceled? Was it at the customers request, or is the item no longer available?

 

Add Return Reason Codes

  1. Go to Administration > System Config. At the bottom, click to expand the Codes panel.
  2. Switch to the Return Reason tab.
  3. Press the [Add Code] button at the bottom of the screen.
  4. Enter a Name and a Code.
  5. Set the Restock action to specify whether the item will be restocked:
    1. Checkmark icon. The returned item will be restocked locally.
    2. Pencil icon. The returned item will be restocked remotely.
    3. Red-X icon. The returned item will not be restocked.
  6. Set the Refund and Ship actions. The Refund action specifies whether the customer will be refunded the item total. The Ship action specifies whether the customer will be refunded the shipping charges:
    1. $ icon. The customer will be refunded.
    2. Red-X icon. The customer will not be refunded.
Add Return Reason Codes

Add Inventory Adjustment Reason Codes

  1. Go to Administration > System Config. At the bottom, click to expand the Codes panel.
  2. Switch to the Inventory Adjustment tab.
  3. Press the [Add Code] button at the bottom of the screen.
  4. Enter a Name and a Code.
  5. Set the adjustment Type:
    1. Add. Units will be added to the desired lot.
    2. Subtract. Units will be subtracted from the desired lot.
    3. Move. Units will be moved into a different container.
    4. Receive. This is deprecated and will be removed.
    5. Ship. This is deprecated and will be removed.
Add Inventory Adjustment Reason Codes

Add Discount and Cancel Reason Codes

  1. Go to Administration > System Config. At the bottom, click to expand the Codes panel.
  2. Switch to the desired tab (Discount Reason or Cancel Reason).
  3. Press the [Add Code] button at the bottom of the screen.
  4. Enter a Name and a Code.
Add Discount and Cancel Reason Codes

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