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Add-On - Adjustments

Matt D -

The video below shows how to setup and use predefined price adjustments and report on the reasons for these adjustments.

 

What does the feature / function do.

Adjustments allows you to set discounts and surcharges with a flat amount or a percentage.

The Adjustments Add-On is available on the Manage, and Extend plans.


Enabling Adjustments

  1. Go to Add-Ons 

  2. Find Adjustments
  3. Hover over it and click the Orange Plus 


  4. Click on Enable Adjustments


  5. You may need to upgrade your plan if you are on a Lite or Sell plan.


Configuring Adjustments

  1. Go into your Company settings 
  2. Click on Adjustments tab.

  3. Click on Add New Adjustment


  4. Give the Adjustment a name

  5. Add the Adjustment Amount


    1. To Setup a Discount:
      1. Make sure the - is selected
      2. Choose either the % or $ depending on whether or not you want it to be a percentage discount or a flat amount discount
      3. Enter in the amount
      4. Click Ok

    2. To Setup a Surcharge:
      1. Make sure the + is selected
      2. Choose either the % or $ depending on whether or not you want it to be a percentage surcharge or a flat amount surcharge
      3. Enter in the amount
      4. Click Ok

  6. Click Add Adjustment


Adjustments can also be set up to prompt upon selecting a Payment Type. For example, if you charge a Surcharge when using a credit card you can prompt an adjustment that way staff are prompted to charge the card surcharge. Learn more about prompting Adjustments on Payment Types.


Using Adjustments

  1. Navigate to the POS

  2. Add products to an order

  3. You can adjust individual Products or the entire order

    1. To adjust an individual item:
      1. Click on the item in the list of products that have been added to the order
      2. Click on the price or the Adjust button
      3. Select the predefined discount or surcharge or choose Custom Discount to create one on the fly
      4. Click Apply Changes

    2. To adjust the full order:
      1. Click the gear icon to the right of Checkout on the bottom right
      2. Click on Surcharge or Discount
      3. Select the predefined discount or surcharge or choose Custom Discount to create one on the fly

 

 

Reporting 

Below is an example of an Adjustment Report:

 

Detailed

 

 

Product - Product that was adjusted

Type - Adjustment or a Promotion

Reason/Promotion - The reason on the promotion, the name of the discount, or a custom adjustment

Item Qty - The quantity of the product

Line Total - The total amount before the adjustment

Total Adjustment % - The percentage of the adjustment as compared to the total price of the product

Total Adjustment Amount - The total amount that was adjusted

 

Summary

 

 

Type - Adjustment or a Promotion

Reason/Promotion - The reason on the promotion, the name of the discount, or a custom adjustment

Times Used - How many times this adjustment or promotion was used

Item Qty - How many items this adjustment was used

Total Adjustment % - The total percentage of the adjustment

Total Adjustment Amount - The amount adjusted from this adjustment

 

 

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