Setting Up Sales Adjustment Reasons

This topic explains how to set up adjustment reasons that you can apply to sales adjustments in AcuityLogic POS. Example adjustment reasons include Customer Satisfaction, Discount after the Sale, and Match Competition.

For multitenant environments, the following setup must be completed for each company. The parent company setup is not automatically applied to individual companies.

To set up sales adjustment reasons

  1. Open the Types/References window. See Opening the Types/Reference Window.
  2. Click the Sales Adj. link for your company.
  3. In the Sales Adjustment Reasons window, do one of the following:
    • To add a sales adjustment reason, click Add Sales Adjustment Reason.

    • To modify an existing sales adjustment reason, click Edit in the row of the sales adjustment reason you want to edit.

  4. Enter or change values in the following fields of the new or existing row:
    • Type an ID number in the ID field.
    • Type a description of the sales adjustment reason in the Description field.
    • Type a view order number in the View Order field.
    • To indicate that the sales adjustment reason is currently in use, select the Active check box.
  5. Do one of the following:
    • To add a new sales adjustment reason, click Insert.

    • To update a sales adjustment reason, click Update.

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