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Table of Contents

Adjustment reasons are reasons for Void, Paid In, and Paid Out. Adjustment reasons can also be applied to ​Discounts​, so you can create a generic discount (i.e. “Manager Comp”) with multiple pre-defined reasons attached to it (i.e. “Customer Didn’t Like”, “Item Overcooked”, etc.)

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Creating an Adjustment Reason

ActionDisplay
  1. Tap Adjustment Reasons 

  2. Select the New Item (+) button, at the bottom of the left panel, to create a New Reason

  3. Enter the appropriate verbiage for the Text

  4. Select the corresponding Adjustments (General and/or Discounts)

    • Applies To (General)

      • Paid In

      • Paid Out

      • Void

    • Applies To (Discounts)

      • List of Discounts will display






Adjustment Reasons Assignment

ActionDisplay

  1. Create a new Adjustment Reason

  2. Assign the Adjustment Reason to applicable Adjustments (see step 3 above)

  3. Verify the Adjustment Reason functions via the FOH (this is done by creating a test order and adding a discount to an item, voiding an item or paid in/out)

    • Tap the item to apply a discount to
    • Tap Add Discount in the Item Commands menu
    • Select the Discount type
    • Set Discount Percentage
    • Verify that the Adjustment/Discount Reason is shown

Image on the right shows process of adding a discount to an item