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Price Adjustments

A price adjustment enables the price of the order to be increased or decreased by a dollar or percentage amount. Price adjustments can be made at the order level and at the line item level.

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Path: Back Office > Order Processing > Order Manager > Billing

 

Order Level = adjustment is applied against the total order amount.

Line Item Level = adjustment is applied against a specific line item.

 

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Tip: Make price adjustments according to how you want to report on them. In order to view or report out on adjustments made for individual items, the adjustments have to be made at the line item level.

 

Order Level Adjustment

Follow the steps below to apply a price adjustment at the order level.

 

Step

Action

1

From the order's Order Items screen, click on the Billing link.

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2

Locate the Price Adjustments box in the middle of the Billing screen.

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3

Enter the adjustment information as described below.

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  1. Enter a percent or dollar value and select either Discount or Increase.

  2. Enter a brief description for the adjustment.

  3. Select the type of adjustment from the drop-down list

  4. Click Apply.

tip.PNG Tip: You can add custom Price Adjustment Types to the drop-down list via System Settings > Technical Configuration > Price Adjustment Types table.

4

The adjusted amount is listed below for reference.

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5

The adjustment is also listed in the Transaction Summary box located to the left of the screen.

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NOTE: Any adjustments that alter the Grand Total, need to have the customer credited the difference or additional funds collected.

6

Order Level price adjustments cannot be deleted. To correct an adjustment, you need to create another one to zero it out the original.

7

Continue with Set Order Affiliate or jump to Order Payment Information.

 

 

Line Item Level Adjustment

Follow the steps below to apply a price adjustment to a specific line item.

 

Step

Action

1

Under the Order Items tab, click on the Unit Price link of the item to be adjusted and to access the adjustment pop-up window.

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2

Enter the information into the fields as described below.

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  1. Enter the Adjustment Amount and select whether it is an Increase or Decrease in $ or %.

  2. Select the Type of adjustment from the drop-down list.

  3. Click Adjust Price to save.

 

NOTE:With the permission (Override Maximum Discount & Surcharge Percentage) it allows a user to adjust the discount or surcharge amount greater than the value specified by "Maximum Discount & Surcharge Percentage" system settings when using Adjust Unit Price link in Order Manager > Order Items.

3

The Unit Price remains the same but the adjustment amount is listed under the Adjustment column and the Extended and Total prices reflect the change.  

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4

Click on thehammer-wrench.png  icon to edit the adjustment or click on theicon-checkbox.png  icon to remove it.

5

The Item Level adjustment display in the Transaction Summary.

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NOTE: Any adjustments that alter the Grand Total, need to have the customer credited the difference or additional funds collected.

 

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Note: It is important to note that when doing item level adjustments with BOGO items, it is imperative to put all the order items on the order, then make any item level adjustments. Applying an item level adjustment prior to having all items on the order can result in a negative return price.

 

 

 

 

 

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