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Configure Reason Codes

Zuora

Configure Reason Codes

You can use Reason Codes for order transactions to record or track reasons for returning orders. You can add new Reason Codes, edit or deactivate the existing Reason Codes, or set an existing Reason Codes as the default one.

The Fulfillment and Return feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

Prerequisites

Before managing Reason Codes, you need to make sure you have the Fulfillment and Return feature enabled. 

You also need to perform the following steps:

  1. Navigate to your account avatar > Billing to open the Billing Settings page.
  2. On the Billing Settings page, click Configure Reason Codes to open the Configure Reason Code page.

On the Configure Reason Code page, you can perform adding, editing, deactivating Reason Codes, or setting a default Reason Code.

Add new Reason Codes

To add a new Reason Code, perform the following steps:

  1. Click Add New Reason Code.
  2. In the Reason Code Name column, enter your reason for returning an order in the empty field, then click Save.

    Once saved, the Reason Code is activated automatically.

Edit the existing Reason Codes

To edit an existing Reason Code, perform the following steps:

  1. In the Reason Code row that you want to edit, click Edit.
  2. In the Reason Code Name column, enter your reason for returning an order in the empty field, then click Save.

    Once saved, the Reason Code is activated automatically.

Set one existing Reason Code as the default Reason Code

If Make Default does not display in the Actions column for a Reason Code row but "Default" in black displays, this indicates the Reason Code in this row is the default Reason Code.

To set another Reason Code as default, click Make Default in the Reason Code row that you want to set as default. 

Deactivate the existing Reason Codes

To deactivate an existing Reason Code, click Deactivate in the Reason Code row that you want to deactivate.

If the check mark in the Active column for the Reason Code row disappears, it indicates that the Reason Code is deactivated. You can reactivate the Reason Code by clicking Activate later.