New Reason Code

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 order, or a line on a pickup order if the customer no longer wants it
  • automatically cancel unclaimed pickup orders that are not picked up within a specified number of days; see Auto-Cancel Unclaimed Orders for background

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 at this window

Field Description
Organization

The organization where store associates or managers can use the reason code in Store Connect to cancel or reject, or the organization can use the code to automatically cancel unclaimed 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 delivery order, or a line on a pickup or delivery order
  • automatically cancel an unclaimed 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, or
  • to automatically cancel unclaimed pickup orders, if Auto-Cancel Unclaimed Orders is enabled

Note:

The Close type is not currently implemented.
Active

Indicates whether the reason code is available for selection by the store associate or manager when canceling or rejecting an order or line in Store Connect.