Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

An adjustment may be applied to either an item or a check.

  • Items can have both item-level and check-level adjustments applied simultaneously. 
  • Items (adjusted or not) can be moved between checks (adjusted or not). 
  • For business purposes, the characteristics (adjusted or not) of the target check take precedence when an item is moved from one check (adjusted or not) to another.

Purpose 

Adjustments allow the business to reduce the individual price of an item or to reduce the price of an entire check (effectively reducing all the items on the check). Items can be moved between checks; adjustments will apply at the item level or the check level as defined in the specifications. 

Specifications 

:

  • Item-level adjustment
    • An item can be adjusted (comp, discount, etc.) as an item-level adjustment

...

    • .

...

      • When moving an
    item-level-adjusted
      • item
    is moved
      • from a
    non-adjusted
      • discounted check to
    another
      • a non-
    adjusted
      • discounted check, the item
    retains the adjustment. 
      • keeps any discounts it received from the discounted check.
      • When moving an item
    -level-adjusted item is moved
      • from a
    check
      • non-
    level-adjusted
      • discounted check to a discounted check
    with no adjustment
      • , the item
    retains the adjustment
      • does not change.
      • When moving an
    item-level-adjusted item is moved from a check with no adjustment to a check-level-
      • adjusted item to an adjusted check, the item
    retains the item-level adjustment and will also take on the check-level adjustment.
      • does not change

  • Check-level adjustment
    • An entire check can be adjusted as a check-level adjustment.

...

    •  
      • When moving an item

...

      • from a discounted

...

      • check

...

      • to a non-discounted check, the

...

      • item keeps any discounts it received from the

...

      • discounted check.

...

  • When adding/removing items to/from a check with an existing check-level discount, the check is recalculated to reflect the added or removed item
  • Moving a check-adjusted item to a non-adjusted check should result in item with NO adjustments

  • Moving a check-adjusted item to a check with a different adjustment should result in item with only target check's adjustment on it

Purpose 

Adjustments allow the business to reduce the individual price of an item or to reduce the price of an entire check (effectively reducing all the items on the check). Items can be moved between checks; the item does not change its discounted or non-discounted state when moved. 

Scenarios

Item-level Adjustment

...

When an adjustment is applied to a check, an item can be moved to the check from another check. The item will take on the adjustment applied to that checknot change from its original state

  • Four items are ordered and split evenly into two checks
  • Check #1 is comp'd (at check level, not individual item level) 
    Image Removed
  • An item from Check #2 is moved to the comp'd Check #1 
  • Result: The item is compdoesn'd. (All items on Check #1 are comp'd.)t change.
    Image Added   Image Added

When two checks are adjusted differently, an item moved from one check to another will take on the adjustment of the target check. not change.

  • Four items are ordered and split evenly into two checks 
  • Check #1 is comp'd 
  • Check #2 is discounted 
  • An item moved from check #1 (comp'd) to check #2 (discounted) will be discounted in the same manner as other items on check #2; it will no longer be not change and will remain comp'd
  • An item moved from check #2 (discounted) to check #1 (comp'd) will be comp'd as other items on check #1; it will no longer be discounted not change and will remain discounted. 

 

Related articles: 

Split Check

...

Split items and separate check

Adjustments Screen 

Reference: OE-5158