# Reference lists

Reference lists provide the set of options that employees select from the **Reason** fields for various actions in the InStore POS.

Reference lists define the available reasons employees can select when performing certain actions, such as cash transfers, price changes, or returns. For example, when an employee completes a cash transfer, they must select a reason from the list to indicate why the transfer was necessary. Most actions that require a reason involve opening a cash drawer or accepting a lower line-item price.

## Default and custom reference lists

Each supported action includes a default reference list. If you use the default list provided at deployment, your setup will automatically inherit future commercetools updates to that list. Entries that inherit commercetools updates display a `(DEFAULT)` suffix in the InStore Center.

If you customize a reference list by adding, editing, or deleting entries, your changes are preserved and will not be overwritten by future updates. After customizing, you cannot revert to the default list. To receive updates, an administrator must manually adopt changes from release notes. Entries that require manual maintenance display a `(CUSTOM)` suffix in the InStore Center.

## Manage reference lists

### View and edit a reference list

1. On the **Reference Lists** page, select the row for an action to view its reference list and settings.
2. Click **Edit** to update the text. Ensure you translate changes for all supported locales.
3. To add a new entry, click **Add List Entry**. On the **Enter New List Entry** page, provide the following:
   - **Entry code**: a unique code that identifies the entry across locales, even if the text changes.
   - **\[Locale]**: the text employees see for this entry. Repeat for each supported locale.
4. Click **Create**.
5. In the **Default Behavior** field, select one of the following:
   - **Use Selected Default**: the application uses the entry specified in **Default Selection** if the employee does not change the value.
   - **Default to First in List**: the application uses the first entry as the default if the employee does not change the value.
   - **No Default—Require Selection**: the application requires the employee to select a reason before proceeding.
6. In the **Default Selection** field, choose the most common entry for this action.
7. Click **Save Changes**.

## Delete a reference list entry

You can delete any entry that should not be available to employees. Before deleting, update the **Default Selection** field if it references the entry. If you delete an entry after a location is live, historical references remain, but the entry is no longer selectable.

## Reference list entry codes

| Code | Description |
| --- | --- |
| AMOUNTOFFLINEITEM | Reason for discounting a line item. |
| CASHCOUNT | Reason for performing a cash count. |
| CASHTRANSFER | Reason for transferring funds from a safe or cash drawer. |
| CHANGEPRICELINEITEM | Reason for changing the price of a line item. |
| LOCATIONTYPE | Allows administrators to define new types of stores. |
| MODIFYTRANSFER | Reason for changing the amount after a cash transfer was specified. |
| PAYIN | Reason for a cash-in action. |
| PAYOUT | Reason for a cash-out action. |
| PERCENTOFFLINEITEM | Reason for discounting a line item. |
| REJECTTRANSFER | Reason for not moving funds after a cash transfer was specified. |
| RETURNREASON | Reason for a customer return. |
| SAFEDEPOSIT | Reason for transferring funds to the safe. |
| SUSPENDREASON | Reason for suspending an in-progress cart. Displayed only if **Suspend and Resume** is enabled. |

## Related pages

- [Area overview page with navigation](/instore.md)
- [Previous page: Receipt template sets](/instore/use-the-instore-center/receipt-template-sets.md)
- [Next page: Store roles](/instore/use-the-instore-center/store-roles.md)
- [Search documentation and API specs](/search.md)