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Item Adjustments

Once products are added to an order there are additional actions that can be taken by selecting the arrow icon_-_arrow.pngof a specific product.

 

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Adjustment Options

Listed below are descriptions of the types of adjustment functions that are available.

 

Function

Description

Details

Displays the product information and configuration options should you need to update them.

Remove Item

Immediately deletes the product from the order.

Update Quantity

Increase or decrease quantity being purchased. Use the keypad to adjust the item quantity.

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Price Adjustment

Allows the Unit Price to be edited (Note: this is a permission-based function).

Split Item

If there are multiple quantities per product you can have each item shipped to a separate address.

Ship Item

At the item level you can choose to have it shipped versus Take Now.

Change Sales Person

A sales person can be assigned per individual order item. Enter the name to search and then select the appropriate name from the results.

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Price Adjustment

Follow the steps below to adjust order item price.

 

Step

Action

1

An overview of discounts displays and you need to select a reason for the adjustment. The adjustment reasons are maintained in the Back Office > Technical Configurations > Price Adjustments.

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2

From the keypad, enter  the amount of the adjustment, whether it is an increase or decrease (+ or -), if it is a dollar or percentage,  and then select Apply.

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3

The adjustment is noted on the line item.

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