Reason codes are used to categorize transactions in the POS, such as returns, discounts, and claims. They are created in the portal and sync automatically to the POS.
Available on: XL and Enterprise subscriptions.
In this article:
- Create a reason code
- Reason code types
- How reason codes are used in the POS
- Data access
Create a reason code
Navigate to Reason Codes ([Products] > [Reason Codes]).
Click New reason.
Fill in the required fields:
- Name: The name the cashier will see in the POS. For example, Wrong size or Staff discount.
- Code: A short identifier for the reason. For example, 001 or 10.
- Type: Select the type that matches how the reason code will be used. See Reason code types below.
Click Save. The reason code will sync to the POS within a few minutes.
Edit or delete a reason code
On the Reason Codes page, click Edit or Delete on the relevant reason code.
Reason code types
- Discount: Manual discount applied to a single line item.
- Total discount: Manual discount applied to the entire sale.
- Return: Customer returns an item to inventory.
- Claim: Return registered as a warranty claim. The item is not returned to inventory.
- Price correction: Correction of an incorrect price on a sale line.
How reason codes are used in the POS
When a cashier applies a discount, processes a return, or corrects a price, they will be prompted to select a reason code.
Data access
Reason codes are not included in Front Systems' built-in reports. The data is available through the Front Systems API. Each sale line, return, and discount event includes the associated reason code.