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WMS+
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  • Guide Overview & Structure
  • WMS+ User Guide
    • Overall Guide Introduction
    • I. Getting Started with WMS+: Core Concepts & Navigation
      • Common Screens in WMS+
      • The Concept of Trips
      • The Concept of Pallets
      • Item Types and UI Differences in WMS+
      • Scanning, Manual Input and Swipe Interactions
      • Scanning Quantity Defaults and GS1 Behavior
      • Understanding and Applying Reason Codes
      • Overview of Returns and Reverse Logistics for Operators
      • Filtering and Sorting Document Lists
    • II. Receiving and Inventory Intake Workflows
    • III. Inventory Movement & Management
    • IV. Picking & Outbound Staging Workflows
    • V. Direct to Store Delivery (DSD) and Mobile Sales Operations
    • VI. Production Management Workflows
  • WMS Admin User Guide
  • WMS+ Printing Events Guide
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    Understanding and Applying Reason Codes
    Updated Oct 17

      Understanding and Applying Reason Codes

      [ 1 Selecting a Reason Code ] [ 2 Summary ]

      In WMS+, Reason Codes are short descriptions that explain why stock is being added or removed during an inventory adjustment. When Reason Codes are active for a workflow, you must select one before confirming the adjustment.

      You will encounter Reason Codes in the following WMS+ workflows:

      • Inventory Adjustment In: Used when adding stock back into inventory.

      • Inventory Adjustment Out: Used when removing stock from inventory.

      When a Reason Code is required, a dropdown will appear during item confirmation. If no codes are active for that adjustment type, the dropdown will not appear.

      Reason Code Dropdown.png

      Selecting a Reason Code

      • During an adjustment, scan or select the item you are adjusting.

      • Enter the quantity to add or remove.

      • Open the Reason Code dropdown and select the option that best matches the situation.

      • Confirm the line to save the entry.

      Confirmed lines will display the selected Reason Code alongside the item and quantity.

      Reason Code Confirmed.png

      Once all items have a quantity and Reason Code entered, complete the adjustment as normal. WMS+ will save the selected codes with the transaction for future reference.

      Summary

      Reason Codes in WMS+ capture the reason behind each inventory adjustment. They appear as a dropdown when active for Inventory Adjustment In or Inventory Adjustment Out workflows. Once selected and confirmed, the code is stored with the transaction, ensuring clear traceability of stock movements.

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