Adjustment Reasons
Summary
Adjustment reasons are used to apply coupons, discounts, comps, refunds or voids to a menu item or an entire check, adjusting the amount of a payment on a check. Adjustment reasons are also used when adjusting (add/edit/delete) an employee time record.
To access Adjustment Reasons, go the Financial tab and select Adjustment Reasons.
Configuration
Columns can be sorted ascending or descending and can be filtered to show a subset of records.
| Item | Description |
|---|---|
| Add Adjustment Reason | Click to add and configure a new adjustment reason |
| Search | Search for items by Description |
| CSV | Export file in CSV format |
| Description | Description of the adjustment |
| Adjustment Type | Type of adjustment: Comp, Discount, Refund, Time Clock, Void |
| 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. |
| Percent Adjustment | Selected if default amount is a percentage |
| External Code 1 | Numeric field; primarily used for 3rd-party integrations |
| External Code 2 | String field; primarily used for 3rd-party integrations |
| Active | Selected if adjustment reason is active |
| 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. |
| External ID | Unique identifier (automatically generated; not editable) |
Related articles
Add/Edit an Adjustment Reason (ECM)