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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)

    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 item