Add/Edit an Adjustment Reason (ECM) archive
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 Adjustment Reasons under the Financial tab.
Add Adjustment Reason
Select Add Adjustment Reason to add an adjustment reason
Click the pencil icon to edit an existing adjustment reason
In the Add - Adjustment Reason pop-up, add the following information:
| 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.
Adjustment reasons can be made active or inactive by site (server 4.0 feature):
- Open the Adjustment reason (click the pencil icon)
- In Site Adjustment Inclusion, checkmark the sites where this adjustment reason will be active
- Click Save
The available adjustments for a site can be viewed on the app by tapping the Adjustments button on the Cashier menu.
