Adjustments (ALT-J) are used for applying miscellaneous charges (fuel, tarping, etc.) to the order. Up to 3 adjustments may be designated per transaction.

Adjustment codes must be defined before use and may be applied to pricing based on a number of both methods and apply choices. Codes are defined by using the Adjustment Code Maintenance form. This form is accessed from the Database drop down menu and is available from the Point of Sale, Purchasing, and Inventory areas. For more information about adding, modifying, or deleting adjustment codes see the topic Adjustment Code.

Adjustment codes can be designated for use with Point of Sale, Purchasing, or Receiving. Only "Point of Sale" types may be used with Orders. Point of Sale types may be designated as either taxable or non-taxable. Check with your local tax department(s) or a tax professional regarding the tax rules for your area and adjustments.

How are Adjustments Handled?

Adjustments provide a way of affecting transaction totals independently from the sale of products. Branch totals reflect adjustment totals and cost (if any) for the branch receiving credit for the sale (which may be different from the branch supplying the goods). Financially, the ledger also records adjustment income and expenses for the same branch (where the sale was credited). Inventory totals by item don't reflect adder amounts or costs. It is important to understand this when comparing the total inventory sales and cost for a period to any branch totals.