Apply (or Remove) an Adjustment to an Item or Check

Owned by Jason Castillo (Unlicensed)
Last updated: Jul 06, 2016
3 min read

There are several ways to modify an item or check:

  • Void: A check rendered null and void for any purpose
  • Comp: Something that is given to a customer for free (gratuity may still apply)
  • Discount: An amount taken off a regular price: a price reduction
  • Refund: To return money in restitution, repayment, or balancing of accounts
  • Tax Exempt: Exempted from a tax
  • Gratuity: Something given voluntarily or beyond obligation usually for some service; similar to a tip

 

 All adjustments except refund can be applied to items before or after they have been sent to the kitchen.

Item-level Adjustment vs. Check-level Adjustment:

Item-level adjustments apply the change in price only to the item(s) selected. This allows for the check to change the price an item without affecting the price of other items on the check.

Check-level adjustments apply the change in price to the entire check. The adjustment will apply to all items currently on the check and affect all items added to the check, even after the adjustment has been made. If an item is transferred from an adjusted check to a non-adjusted check, the item will no longer retain its reduced value.

Refer to Split checks - move items between checks for more information about how items are affected when moved to/from adjusted checks.

Apply an adjustment to an item:

Steps:

  1. Seat a table
  2. Place an order
  3. Tap the blue i icon next to the item (Alternatively, swipe to the right to the Cashier Menu and tap Adjustments)
  4. Tap Adjust
  5. Tap on the item you would like to adjust
  6. Underneath the "Select Reason" box, select one of the adjustment types
  7. Choose your reason for the adjustment by tapping on one of the reasons in the box below

  8. The adjustment should now have taken place. This can be seen by the red text (ex. Void 1 (100%) ) below your item on the lower left-hand portion of the iPad

  9. The check can now be paid as normal (Tap Payment, Choose payment type, Optional: Add Tip, Apply Payment)



Apply an adjustment to a check:

Steps:

  1. Seat a table
  2. Place an order
  3. Tap the blue i icon next to the item (Alternatively, swipe to the right to the Cashier Menu and tap Adjustments)
  4. Tap Adjust
  5. Tap on the check you would like to adjust
  6. Underneath the "Select Reason" box, select one of the adjustment types
  7. Choose your reason for the adjustment by tapping on one of the reasons in the box below
  8. The adjustment should now have taken place. This can be seen by the red text (ex. Void 1 (100%) ) below your item on the lower left-hand portion of the iPad
  9. The check can now be paid as normal (Tap Payment, Choose payment type, Optional: Add Tip, Apply Payment)



Remove an adjustment from an item or check:

Note!

Adjustments cannot be removed from checks or items that have already been paid for.

Steps:

  1. Locate the adjusted check OR the check with adjusted items through Check Search or find your active check through the checks tab
  2. Once your check is open, select Payment (Alternatively, swipe to the right to the Cashier Menu and tap Adjustments)
  3. Tap Adjustments
  4. Select either the check or the item with the adjustment you want to remove
  5. The Applied Adjustments menu will appear
  6. Tap the red minus button next to the adjustment you want to remove
  7. Tap Delete
  8. The adjustment is removed from the item/check

 

 

 

 

 

Related Articles:

Comp or Apply a Discount to a Gift Card