Purpose: Use the New Reason Code window to create a new reason code to:
• reject a delivery or pickup order, or a line on a delivery or pickup order
• cancel a pickup or ship-to-store order, or a line on a pickup or ship-to-store order if the customer no longer wants it
• close a a ship-to-store order, or a line on a ship-to-store order if it was damaged in transit or missing
Auto Cancel Reason: You can also use this screen to create the Auto Cancel Reason to use when an unclaimed pickup or ship-for-pickup order is not picked up within a specified number of days. The Auto Cancel Reason code specified at the Preferences screen cannot be deleted or deactivated. See Auto-Cancel Unclaimed Orders for background.
How to display this window: Click New at the Reason Codes screen.
Note: Only users with Reason Codes authority can display this screen. See the Role Wizard for more information.
Completing the creation of a reason code
Update any of the fields described below and click Save, or click Cancel to return to the Reason Codes screen without creating the reason code.
Fields in this window
Field |
Description |
---|---|
Organization |
The organization where store associates or managers can use the reason code in Store Connect, or to automatically cancel pickup or ship-for-pickup orders. Defaults from the Reason Codes screen. Display-only. |
Code |
Purpose: The code identifying the reason to: • reject a delivery or pickup order, or a line on a delivery or pickup order • cancel a pickup or ship-to-store order, or a line on a pickup or ship-to-store order • close a a ship-to-store order, or a line on a ship-to-store order if it was damaged in transit or missing • automatically cancel an unclaimed pickup or ship-for-pickup order, if Auto-Cancel Unclaimed Orders is enabled Your entry can be up to 30 positions. Required. |
Description |
The description of the reason code. Can be up to 35 positions. Required. |
Type |
Indicates whether the reason code is used: • in Store Connect, to: • Reject or Cancel delivery or pickup orders • Close lines on ship to store orders • to automatically cancel unclaimed pickup or ship-for-pickup orders, if Auto-Cancel Unclaimed Orders is enabled |
Active |
Indicates whether the reason code is available for selection by the store associate or manager when canceling, rejecting, or closing an order or line in Store Connect. |
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