Reasons
The Reasons Master File is used to track why a Customer Return, Invoice Adjustment, Manual Credit Card, or Inventory Adjustment was performed. The User will be prompted to select a valid Reason in order to complete the transaction.
To access Reasons from the menu bar of the main TeleTracker Online screen, click on Master Files, then Reasons. To create a new Reason, click on New button located on the toolbar. To open an existing Reason, select the Reason from the Reasons Master File list and click the Open button.
Code
: This
field is the unique name used to identify each individual Lead Source.
Description
: This
field is used to further describe your Lead Sources code.
Valid for Trx
: This
field identifies for which transaction this Reason is valid. Each
Reason is limited to being used by one type of transaction. Select
the appropriate transaction type from the drop down menu.
G/L Account
: This
field is required if you are Synchronizing with QuickBooks. If
you are NOT synchronizing with QuickBooks populate this field with the
provided default account: 9999-TELETRACKER
SUSPENSE GL CODE. Please
visit the QuickBooks
help file for further information regarding your General Ledger
Accounts and synchronizing with QuickBooks.
Example Reason Codes
Customer Return: Not Satisfied w/ Product, Warranty
Invoice Adjustment: Customer Satisfaction
Manual Credit Card Credit: Customer Refund
Inventory Adjustment: Beginning Inventory, Shrinkage
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