Setting up compulsory reasons for stock adjustments helps maintain accurate inventory records and provides an audit trail for all stock changes. This two-step process involves enabling the prompt feature for specific adjustments and creating the reason codes that staff must select.
If you want staff to provide a mandatory reason when making stock adjustments, you'll need to complete both configurations.
To enable the prompt for adjustments, please follow the steps below:
Log onto StockLink and navigate to POS Control
Select POS Control again
Click Adjustments
Locate and select the specific adjustment you want to modify
Click Flags 1
Tick Prompt For Reason
Click Save
📌 Note: This ensures the system will require a reason before allowing the adjustment to proceed.
To create reason codes, please follow the steps below:
Return to POS Control and select POS Control
Click Reason Codes
In the Reason Type dropdown menu, select Adjustment Reasons
Click New to create a new reason code
Enter a clear description that explains the reason for the adjustment
Click Save
Repeat steps 4-6 to add as many different reason codes as your business requires
🤓 Tip: Once both steps are completed, staff will be prompted to select from your predefined reasons whenever they attempt to make the specified stock adjustment.
📌 Note: This ensures consistent documentation and helps maintain proper inventory control procedures across all locations.
⚠️ Important: Remember to send all changes over to the terminals using Pos Updates.