Add/Edit an Adjustment Reason (ECM)
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.
Select an Adjustment Type (right side of form) and complete the information on the form. The fields will vary by the adjustment type selected. Some fields may be special features that require an account feature toggle to be enabled by your CBS administrator.
| Adjustment Types | |
|---|---|
Discount adjustment type | Refund adjustment type
|
Time Clock adjustment type
| Void adjustment type |
Comp adjustment type
|
Note: The fields will vary by the adjustment type selected.
| Item | Description |
|---|---|
| Description | Description of the adjustment |
| External Code 1 | Numeric field; primarily used for 3rd-party integrations |
| External Code 2 | String field; primarily used for 3rd-party integrations |
| Start Date | Use the date/time selectors to set the starting effective date and time. |
| End Date | Use the date/time selectors to set the ending effective date and time. |
| Barcode | Applies the adjustment reason when barcode is scanned. (Allows any value to be entered.) |
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. |
| Apply discount to the entire check during coupon scan | Applies discount to the entire check when a coupon is scanned. Note: This setting requires the following feature toggle to be enabled by a CBS administrator: 4.8 Enhanced adjustment, combo, coupon parsing |
| Allow user to change amount | User may change the amount of the adjustment from the application. |
| Calculate tax after discount is applied | Tax for an item is applied after a discount is applied. |
| Allow discount to be applied multiple times to a single item | Allows a discount to be applied to an item or check more than once. (Each discount will be shown below the item on the app screen.) |
| Do no print receipt footer details when used | Stops printing the survey code on the check printer receipt. |
| Always apply to all eligible items on a check when coupon is scanned | Allows an item-based discount (e.g., 2 entrees for $25) to be applied to all eligible items on a check. Example: Check has 8 eligible entrees. When coupon is scanned, discount (2 entrees for $25) is applied to all entrees. Note: Cannot be used with: Exclusive (no other discounts can be applied to the check) |
| Exclusive (no other discounts can be applied to the check) | Other discounts cannot be applied with this discount. Note: Cannot be used with: Always apply to all eligible items on a check when coupon is scanned. |
| Minimum check subtotal to qualify | Requires that the check subtotal must meet this threshold to qualify for the discount. Enter amount and/or use arrows to increase/decrease amount. |
Memo
| Allows memo to be added to adjustment reason. Memo field will appear on the Adjustment screen of the app.
For QSR, memo field is limited to 14 characters. Note: This setting requires the following feature toggle to be enabled by a CBS administrator: Memo on adjustment reason |
Send mobile alert when adjustment is greater or equal to | Set mobile notification threshold in dollar amount and/or percentage value. When used with the NorthStar Mobile app, a notification is sent when the threshold is met. Note: This setting requires the following feature toggle to be enabled by a CBS administrator: Mobile Notifications |
| Adjustment Type | Select a type from the drop-down: Discount, Timeclock, Comp, Refund, Void |
| Active | Select to make adjustment reason active |
Edit Adjustment Reason
To edit an adjustment reason, click the pencil icon (edit) to open the reason pop-up.
At any time while editing, click Save to save changes or Cancel to discard.
General
- Note that there are five tabs: General, Sites, Menu Item Categories, Menu Items, Localization
- The settings and options will vary depending on the type of adjustment being edited.
- At any time while editing, click Save to save changes or Cancel to discard.
- On the General tab, make any changes to the settings and configuration.
Sites
Adjustment reasons can be made active or inactive by site.
- Select the Active checkbox to make the adjustment active for the selected site(s).
Menu Item Categories
Adjustment reasons can be made active for only specified menu item categories.
- Select the Active checkbox for the menu item categories that this adjustment can be applied to.
- The adjustment cannot be applied to menu item categories that are not selected.
Menu Items
One or more menu items or an entire menu item category can be excluded from eligibility for an adjustment to be applied.
- On the Menu Items tab for the adjustment reason, select a menu item category.
- From the list of menu items in the menu item category, select the menu items to be excluded from eligibility.
- To select all items, click Exclude in the column header.
- Tip: If there is a long list of items and most but not all items are to be excluded, instead of clicking all the items to be excluded, it can be easier to click Exclude to select all, then unselect the few items that will be eligible.
- Click Save Changes to save selections on the page.
Localization
The name of the adjustment reason can be set to another language to be displayed in the app.
- Select Add new record.
- Select a language from the Language dropdown.
- Enter the name to be displayed in the desired language on the app.
- Enter a description.
- When edits are complete, click Save to save changes or Cancel to discard changes.