Reason

Reasons you choose from in Damage and similar transactions, for example Expired or Defective.

Menu: Data › Reason

How to add a record

Required permission

Data › Reason › Create

1. Open Data › Reason.

2. In the empty row at the bottom of the list, fill in:

   Field	What to enter
   Code	A short code.
   Name	The reason (required).
   Remarks	Optional notes.

3. Click ✔ at the end of the row to save it.

To change a record, edit it in the list and click ✔ (requires Data › Reason › Update). To delete one, click 🗑 (requires Data › Reason › Delete). You can't delete a record that's already in use.

To add many records at once, use Import in the toolbar (requires Data › Reason › Import Excel).

Example. Add Expired, Broken in transit and Spoiled. When staff record a Damage, they choose the reason, and the Detail Damage Report can then total losses per reason.

See About Data for how these lists work.