Reason Code Help

Posted by Meralee on August 29, 2007, 1:22 pm

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We are new to RMS and I'm setting up everything. I'm wondering what reason
codes others have found useful.

Our application is a restaurant supply store (we sell small, large, new, and
used items).

Posted by Terrible Tom on August 29, 2007, 6:04 pm

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Lemme see.

For Product Returns:
DEFECTIVE/DOA PRODUCT
DISLIKED
REPOSSESSED
WRONG ACCOUNT
WRONG ITEM
WRONG TENDER

Those last three are handy when you need to VOID a transaction due to
employee errors.

For Customer Discounts:
FLOOR MODEL
DAMAGED (aka SCRATCH N DENT)
DISCONTINUED
PACKAGE DEAL
QUOTE
SALE
PREFERRED CUSTOMER

I use Preferred Customer whenever I have to change a price UP at the POS...

For Inventory Adjustment:
DONATION
WRITE OFF (DAMAGE/LOSS)
CYCLE COUNT
RTV (RETURN TO VENDOR)

For Inventory transfer from main to offline:
FLOOR SAMPLE
OFF-SITE (DISPLAY ITEMS, ETC)
REPAIR (WAITING FOR SERVICE/PARTS)

You'll need a few Account Adjustment reason codes, too:
BAD DEBT - WRITE OFF DEADBEAT ACCOUNTS
CUSTOMER ADJUSTMENT
FINANCE CHG ADJ - FOR REVERSING LATE FEES, ETC.

I hope that gets you started...

Tom
--
Stop fishing for e-mail

"Meralee" wrote:

> We are new to RMS and I'm setting up everything. I'm wondering what reason

> codes others have found useful.

> Our application is a restaurant supply store (we sell small, large, new, and

> used items).

Posted by Meralee on August 31, 2007, 10:16 pm

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Thank you! That's a great start

"Terrible Tom" wrote:

> Lemme see.

> For Product Returns:

> DEFECTIVE/DOA PRODUCT

> DISLIKED

> REPOSSESSED

> WRONG ACCOUNT

> WRONG ITEM

> WRONG TENDER

> Those last three are handy when you need to VOID a transaction due to

> employee errors.

> For Customer Discounts:

> FLOOR MODEL

> DAMAGED (aka SCRATCH N DENT)

> DISCONTINUED

> PACKAGE DEAL

> QUOTE

> SALE

> PREFERRED CUSTOMER

> I use Preferred Customer whenever I have to change a price UP at the POS...

> For Inventory Adjustment:

> DONATION

> WRITE OFF (DAMAGE/LOSS)

> CYCLE COUNT

> RTV (RETURN TO VENDOR)

> For Inventory transfer from main to offline:

> FLOOR SAMPLE

> OFF-SITE (DISPLAY ITEMS, ETC)

> REPAIR (WAITING FOR SERVICE/PARTS)

> You'll need a few Account Adjustment reason codes, too:

> BAD DEBT - WRITE OFF DEADBEAT ACCOUNTS

> CUSTOMER ADJUSTMENT

> FINANCE CHG ADJ - FOR REVERSING LATE FEES, ETC.

> I hope that gets you started...

> Tom

> --

> Stop fishing for e-mail

> "Meralee" wrote:

> > We are new to RMS and I'm setting up everything. I'm wondering what reason

> > codes others have found useful.

> >

> > Our application is a restaurant supply store (we sell small, large, new, and

> > used items).