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Reason

Overview

Reasons are used to track why money is paid in or out or why a discount was given to a customer. 

Navigation Menu
REason

To get started, select Reason from the Options screen.

Create a New Reason

To create a new reason, select the + button in the upper right-hand corner of the screen.

Give the reason a name and select the Type field to select a Reason Code for the reason. 

Select a Reason Code. Reason Codes are created and managed in SalesPad Cloud.

Once you've assigned a name and Reason Code to the reason, select Confirm to create the reason.

Your new reason is now available on the Reason Selection screen. Select Reason Selection in the upper left-hand corner to return to the Order Entry screen.

Back to Navigation Menu

Edit an Existing Reason

To make changes to an existing reason, select that reason from the Reason Selection screen.

The Edit Reason screen will appear. From here you can change the reason name or select a different Reason Code. 

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Reason CodeS (Cloud)

Reason Codes are used in both SalesPad POS and SalesPad Cloud, but their functions are slightly different for both applications. In SalesPad POS, Reason Codes are used for discounts and moving money in or out of a till drawer. 

Note: Adjustment and Return Codes are used only in SalesPad Cloud.

To get started, select Reason Codes from the Settings menu of SalesPad Cloud. 

Create a New Reason Code

To create a Reason Code, click the New Reason Code dropdown in the upper right-hand corner of the screen. Select which type of Reason Code you want to create.

For a brief explanation of each Reason Code type, click here:

Reason Codes

New Adjustment Code - Use this code to account for inventory adjustments in or out (not for use with SalesPad POS)

New Discount Code - Use this code to give a customer a special discount

New Pay In Code - Use this code to account for money added to a drawer

New Pay Out Code - Use this code to account for money taken from a drawer

New Return Code - Use this code to give a reason for inventory being returned (not for use with SalesPad POS)


 

Depending on which type of Reason Code you select, a corresponding drawer will open. Fill out the information fields in the drawer and click Save

For a brief explanation of the different information fields in each drawer, click on the name of the drawer below:

Adjustment Code

Adjustment Reason - Allows you to name your Reason Code

Description - Allows you to describe your Reason Code

Inventory Account - Indicates the account credited

Offset Account - Indicates the account debited

Inactive - If checked, this Reason Code is inactive


 

Discount, Pay In, Pay Out, or Return Code

Reason Code - Allows you to name your Reason Code

Inactive - If checked, this Reason Code is inactive


 

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Edit an Existing Reason Code

To edit an existing Reason Code, first select the Reason Code from the list on the left-hand side of the Reason Codes window (make sure that you have the correct Reason Code type tab open)

Once you've selected the Reason Code you want to edit, make your changes in the information fields on the right-hand side of the screen.

When you've finished making your changes, click Save.

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