Difference between revisions of "Adjusting a Transaction"

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In order to adjust a products price during a transaction, do the following:
 
In order to adjust a products price during a transaction, do the following:
  
<center>[[image:AdjustmentsSell.png|border|700px]]</center>
+
<center>[[image:AdjustmentsPopup2022.png|border|700px]]</center>
  
 
*Go to the Cash module.
 
*Go to the Cash module.
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*Enter a price.
 
*Enter a price.
 
*Now list all the necessary products.
 
*Now list all the necessary products.
*With the relevant product selected, press the Adjust button in the toolbar.
+
*Press the Adjust button in the toolbar.
 
*Select from saved Adjustments or apply a custom Adjustment by selecting Value or Percent, Add or Subtract and entering the correct value.
 
*Select from saved Adjustments or apply a custom Adjustment by selecting Value or Percent, Add or Subtract and entering the correct value.
 +
*Click '+' to add the adjustment to the grid. You can then repeat the above process to add further adjustments.
 
*Click Apply and the Product Prices will be altered.
 
*Click Apply and the Product Prices will be altered.
 
*Continue as normal to complete the transaction.
 
*Continue as normal to complete the transaction.

Revision as of 11:23, 28 February 2022

In order to adjust a products price during a transaction, do the following:

AdjustmentsPopup2022.png
  • Go to the Cash module.
  • Click a Product Type.
  • Choose a Product Category, Supplier and Product Name accordingly.
  • Enter a price.
  • Now list all the necessary products.
  • Press the Adjust button in the toolbar.
  • Select from saved Adjustments or apply a custom Adjustment by selecting Value or Percent, Add or Subtract and entering the correct value.
  • Click '+' to add the adjustment to the grid. You can then repeat the above process to add further adjustments.
  • Click Apply and the Product Prices will be altered.
  • Continue as normal to complete the transaction.


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