Reason Codes
To set up reason codes go to Tools>Tools Menu>Companies>Analysis and Reporting Codes>Reason Codes
Click on an empty row to add a new Reason Code.
Code - Enter a short code for the Reason Code. this can be set as anything, in the above example S has been used for Sales, SC for Suspending Customers, etc.
Description - Enter a description of the Reason Code, this description will appear whenever the Reason Code is used. (Once this has been set and saved, it cannot be changed)
Type - Choose the type of Reason Code by clicking on the dropdown arrow. Reason Code types below:
COL - Collections
CREDIT - Refunds
DAMAGE - Damaged Stock
DD - Direct Debits
DEL - Delivery
DERIVED - Derived Pricing
DETAILS - Customer Details
QUOTE - Quotations
SALES - Sales
STOCK - Stock Codes
RESTOCK - Restocking
DEL CHG - Delivery Charge
Once done, click Save and then click Close
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