Reason - Basic

This task allows you to define reasons for doing refunds and till adjustments.

Figure: Example Reason Screen

Code

The code must be unique.

Description

A description about the reason.

Adjustment Type

This determines what the reason is for and where it can be used. Not all of the reasons are used for POS (as indicated below).

If you were doing a No Sale at POS, it would ask you to select from the No Sale reasons. If no reasons are defined, POS would simply skip the question. If reasons are defined, you must select one.

The available types are:

Refund/Return	The reason for doing a return or a refund transaction at POS.
Skim	The reason for doing a skim adjustment transaction at POS.
Float	The reason for doing a float adjustment transaction at POS.
Paid Out	The reason for doing a paid out adjustment transaction at POS.
Paid In	The reason for doing a paid in adjustment transaction at POS.
Cancel Sale	The reason for cancelling the sale at POS.
PO Return	When an item is being returned in a Return Request (Purchase Order Return), you need to specify a reason for the item being returned.
Stock Revaluation	When an item's stock value is being adjusted, this is the reason for doing the valuation.
Discount	The reason for selecting a discount. These reasons are used if the discount is set up to ask for a reason.
No Sale	The reason for doing a No Sale at POS.
Price Change	The reason for doing a price change of an item at POS.
External Payment	The reason for doing an external payment. If you accept payments for multiple different companies, you would set up a reason for each company.
Kitchen Message	Used with the KITCHENMSG key to print selected items from a table receipt along with a message to the kitchen printer. This allows you to set up the reasons such as to tell the kitchen staff to hurry up on an item or to slow down.
Extra Invoice Costs	Used with Extra Invoice Costs that is used to record additional costs in association with an invoice.

Return Items To Stock

This option is only visible if the Adjustment Type is Refund/ Return. If this is checked on and a return is done, stock will be decremented. If the option is checked off, the stock will be decremented but then an extra adjustment will be made to increase the stock again. The net result is that the stock won't change, but you have an audit of the stock being adjusted as required.

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