Understanding and Applying Reason Codes
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.
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.
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.