Difference between revisions of "Adjusting a Transaction"

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In order to adjust a products price during a transaction, do the following:
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<center>[[image:AdjustmentsPopup2022.png|border|400px]]</center>
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*Go to the Cash module.
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*Click a Product Type.
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*Choose a Product Category, Supplier and Product Name accordingly.
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*Enter a price.
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*Now list all the necessary products.
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*Press the Adjust button in the toolbar.
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*Select from saved Adjustments or apply a custom Adjustment by selecting the Product Types, Value or Percent, Add or Subtract and entering the correct value.
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*Click '+' to add the adjustment to the grid. You can then repeat the above process to add further adjustments.
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*Click Apply and the Product Prices will be altered.
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*Continue as normal to complete the transaction.
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[[Cash|Back]]
 
[[Cash|Back]]
  
 
[[Optisoft.NET Help|Home]]
 
[[Optisoft.NET Help|Home]]

Latest revision as of 11:25, 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 the Product Types, 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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