Customizing your reason codes - Video Tutorial:
Customizing your reason codes -Step by Steps:
Head to Settings
→ Catalog
→ Transfer Reasons
Add your own reasons and label them
Classify each one as Increase, Decrease, or Neutral — this tells your reports how that reason affects your stock, so your reporting stays accurate
Reorder them by dragging into the order you use most
Enable, edit or disable reasons you don't need (without losing their history)
Your custom reasons (and their order) show up everywhere a reason is picked — on web, iOS, and Android — and appear in your transfer activity and movement reports with your own labels.
Seeing it in your reports
Reports use each reason's classification (Increase, Decrease, or Neutral) to reflect how that movement affected your stock.
Example from Movement Reports:
PDF:
🔴 Red — Decrease
⚪ Gray — Neutral
🟢 Green — Increase