Adjustments Tab > Charge Returns

Adjustments (ALT-J) are used for entering miscellaneous charges (fuel, tarping, etc.) to be applied to the credit return. This might be done if a credit is being issued for a sale that involved adjustments and those are being also credited to the customer, for example.

Up to 3 adjustments may be entered 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 (determined when codes are set up). This is done from the Adjustment Code option listed on the Database application menu. For more information about adding, modifying, or deleting adjustment codes from the database see the topic Adjustment Code.

Adjustment codes can be designated for either Point of Sale or Purchasing use. "Point of Sale" types may be designated as either taxable or non-taxable. Check with your government tax departments or a tax professional to determine whether sales tax should or should not be charged on the adjustments your company uses.

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. This is important to realize when comparing total inventory sales and cost for a period with branch totals.