Reason Codes are pre made explanations used to perform and record certain actions on the POS such as comps, voids and refunds on a check. If no reason codes exist, the user will be prompted with a blank field to enter a custom reason. If reason codes exist, a user cannot enter a custom reason unless that user has the POS permission: AllowCustomReasons
Reason codes can be reported on in either the Comps, Refunds or Voids report. Custom reasons can be viewed in these reports, but you cannot filter for custom reasons, only reason codes
Permission Requirements: View Reason Code, Add Reason Code, Edit Reason Code, Delete Reason Code
Reason Codes
To create, edit or delete a reason code, under the Cash Management tab select the Reason Codes tab
The Reason Codes tab is a complete list of the active reason codes currently available on the POS. On this page, hit Add Reason Code to add a reason code. Alternatively, you can edit or delete an active reason code assuming you have the correct above store permissions
| FIELD | DESCRIPTION |
| REASON | The name of the reason code |
| EID (Optional) | Unique identifier, used for enterprise management |
| DESCRIPTION | Description of the reason code |
| TYPE | Comp, void or refund |
| DATE CREATED | The date the Reason Code was created in HQ |
| CREATED BY | The user that created the Reason Code for the site |
The Add Reason Code window will prompt you to enter the Reason name, EID (if applicable), Description, and Type. The Reason Name in many cases is self explanatory so it will often be the same typed for the Description. The Type is referring to the discount type such as a comp, refund or void. Hit Save to add it to the list of available reason codes
