Versions Compared

Old Version 5

changes.mady.by.user Ariana R.

Saved on

compared with

New Version 6

changes.mady.by.user Ariana R.

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Quick Links

Table of Contents

This is where Adjustment reasons are reasons for Void, Paid In, and Paid Out. Adjustment reasons are created. 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.)

Anchor
new
new
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)

    1. Applies To (General)

      1. Paid In

      2. Paid Out

      3. Void

    2. Applies To (Discounts)

      1. 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 (you can do this by creating a test order and adding a discount to an item, voiding an item or paid in/out)

    1. Tap the item you would like to apply a discount to
    2. Tap Add Discount in the Item Commands menu
    3. Select the Discount type
    4. Set Discount Percentage
    5. Verify that the Adjustment/Discount Reason you created is shown

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