Reason Codes
Flax Enterprise Configuration App · Process guide
Reason codes are the reasons cashiers and managers choose from when performing specific actions at the POS. They are managed under Reason Codes in the left menu, in one list per action type.
Managing reason codes
Reason Codes: Return, Discount, Cash in and Cash out
| Control | What it does |
|---|---|
| Add | Creates a reason code in that list |
| Edit | Changes the reason code's name or code |
| Delete (trash icon) | Removes the reason code |
| Refresh user rights | Refreshes POS user rights |
Each reason code has an ID (assigned automatically), a Name (EN) shown to cashiers, and an optional Code.
Reason code types
Reason Codes: End-of-Day variance to Purchase return
Reason Codes: Tax Exemption to Inventory write-off
| Type | Used for |
|---|---|
| Return | Why a product is returned by a customer or sent back in the supply chain, for example a defect or buyer's remorse |
| Discount | Manual price reductions at the POS. Used by managers to authorize discounts and to report margin impact by reason |
| Cash in | Adding cash to the till outside a sale, such as float top-ups, petty cash or safe drops |
| Cash out | Removing cash from the till outside a customer refund, such as safe drops, petty cash payments or banking. Needed for drawer reconciliation at end of shift |
| End-of-Day variance | Differences found during end-of-day cash or stock counts. Gives an audit trail for expected versus actual figures at close of business |
| Inventory registration | Registering incoming stock to a location, or adjusting inventory quantities when a discrepancy is found |
| Tax Exemption | Why a transaction or line item is exempt from standard tax rates |
| Promotion | Planned promotional pricing or campaign discounts, as distinct from ad-hoc discounts |
| Purchase return | Returning purchased goods to a supplier, for example defective goods or a supplier pricing mistake |
| Inventory write-off | Removing stock without a sale, such as spoilage, damaged goods or samples. Needed when adjusting inventory down outside a regular sale |
Related settings
- Reason code is required at day closing: see Cash Management & Day Closing.
- Discount limits and manager override: see Discounts & Price Overrides.