Summary
Adjustment types are configured through Enterprise Content Management. Adjustments can include voids, comps, discounts, refunds and timeclock adjustments.
IMPORTANT: Job permission must be configured before a user can use an adjustment reason, e.g., a manager job could have permission to comp a meal, but a server job might not. See Add/Edit a Job for more information.
Configuration
Select Adjustments Adjustment Reasons under the Financial tab.
Add Adjustment Reason
Select Add Adjustment Reason to add an adjustment reason
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| Item | Description |
|---|---|
| Description | Description of the adjustment |
| Adjustment Type | Select a type from the drop-down: Discount, Timeclock, Comp, Refund, Void |
| External Code | Leave default value. External codes are used for third-party integrations. |
| Default Amount | The default dollar or percentage amount of the adjustment. If the checkbox "Allow user to change amount" is flagged, the user can change this amount on the check. |
| Allow adjustment to be applied to items | This sets whether the adjustment can be applied to an item or only to the entire check. |
| Allow user to change amount | This sets whether the user may change the amount of the adjustment from the application. |
| Calculate tax after discount is applied | This sets whether the tax for an item is applied before or after a discount is applied. |
Edit Adjustment Reason
To edit an adjustment reason, click the pencil icon (edit) to open the reason pop-up.
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The available adjustments for a site can be viewed on the app by tapping the Adjustments button on the Cashier menu.
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