Adjust Canc Extra Chrg.

You can Adjust/Cancel Sales, Payments, or Extra Charges.

Sales

If a sale is selected, then a menu will be displayed with five buttons.

Adjust Line Item: Used to increase or decrease the price on a sale. If Adj amounts must be entered via markdown codes? is enabled in the System Setup, the system will first ask for a Markdown Code which controls the amount of a markdown/markup. If it is disabled, the operator will be prompted for the adjustment amount then code.

Adjustments may be markdowns (discounts) or mark ups (price increases). The ticket's balance will be will be calculated automatically basked on the adjustment amount entered. You can also enter a reference explaining why the markdown was given. This is in addition to the markdown code.

Finally, enter SA ID for the clerk and click Save Line Item to save the adjustment. Adjustments are Negative OR Positive amounts. By default the system assumes adjustments are negative. For positive adjustments enter a (+) sign in form of the adjustment code to increase the price. Valid adjustment amount examples are: 10% (reduce price by 10%), 25 (reduce price by $25), =50 (make the necessary adjustment to have the price equal to $50), +12% (add 12% to the price). The total Adjustments made to a sales transaction should not make the item's price fall below zero (0). ProfitSystem will enforce this rule. Review the topic Using Adjustments / Markdowns for more information.

Cancel Line Item: Used to completely reverse a sales or payment transaction. You’ll be prompted for the reference explaining why the cancellation was given and the SA ID for the clerk. Click Save Line Item to save the cancellation. Cancellation of a sale where the item is marked received (IN) will cause the system will prompt consultant to move item into Retail Inventory. When the Move to Retail Inventory option is selected a PO alert is created to move it to selling floor as a reminder for the responsible person.

When you cancel a Special Order item, you are warned if the PO has already been issued or received. If the PO has not been issued the un-issued PO item is deleted. If the item has already been received, or was sold from Stock & placed into layaway (item is present in pickup inventory) you are asked if the item should be deleted from pickup inventory. If you say yes you are prompted if the item should be moved to permanent inventory. If yes, the item is added to your retail inventory for later sale as a stock item. If you answer no, the item detail is simply deleted from pickup inventory. If the cost of sale is zero on the pickup inventory item, then the reorder cost from the retail inventory is used for the unit cost when it's added back into inventory.

Add Extra Charges: An Extra Charge list box is displayed allowing the user to select charges to be added to the selected inventory item on the sales Ticket when there are extra charges entered for the style (only apply to the selected style) and/or store wide extra charges (apply to any item sold) and/or extra charges for the vendor of the selected inventory item (extra charges for any item sold manufactured by it's vendor) this button will be enabled. It will display a list of extra charges available for this item. Select an extra charge from the list and click Ok to add it to the ticket. The extra charge will show as an adjustment to the sale item with an ExtraCharge sub-type.

The user will have an option to edit the extra charge before it is added to the ticket. Once the extra charge is added to the ticket it cannot be changed.

Review the Extra Charge topic for more information.

Extra Charges are automatically taxed at the same rate as the item they are being applied toward and when extra charges are vendor or style specific they will print on the PO for the item if the item if special ordered. Since Extra Charges are adjustments they modify the item's net selling price and show up on sales reports for the vendor& category & style of the item they are being applied toward.

Click the Add button on the Extra Charge ticket form to add an extra charge on-the-fly. Use this feature for adding non-standard or missing (missing from extra charge table) extra charges to the ticket. Extra Charges added via this function are saved for future access.

Note: Extra charges can optionally only apply to certain vendor style codes and/or inventory categories, so even if you have extra charges set up they may not appear since this item may not be the correct style and/or category. Review the Extra Charge topic for more information.

Ticket Adjustment: A ticket adjustment is one that applies to every sale on the ticket. Once the ticket adjustment is created it is automatically applied to every sale going forward.

It does not retroactively apply to existing sales.

The user is be prompted for an Adj amt and Mkdn code. The dialog box includes Save and Clear buttons. The Save button stores the ticket adjustment on the ticket. The Clear button clears an existing ticket adjustment.

Hide on Receipt: This feature toggles a ‘hide’ feature on & off on the selected sales transaction. This can only be used on canceled sales. A transaction will not print on a customer’s receipt when hidden. The sales transaction and associated adjustments are hidden. Select the sales transaction and click the adjustment-hide button again to un-hide the transaction(s).

Cancel: Exit the form and return to the ticket display.

Note: Only one adjustment can be made to a sales transaction at a time. Apply the adjustment, save it then do another.

Payment

You can make an adjustment to a payment transaction or cancel it. You would make an adjustment if you previously entered the wrong payment amount and now need to change it. You would cancel a payment if you entered the wrong tender type and need to remove the original payment and re-ring up the payment using the correct tender type. The credit card swipe form will display when the payment type was credit card and the optional credit card/electronic payment integration option is being utilized.

Select the correct payment and click the Adjust/Canc/Extra Chrg. button. ProfitSystem® asks you to confirm that you want to Cancel or Adjust this payment. ProfitSystem® then displays the Select Payments form, with the total amount of payment displayed as a negative amount. If you want to cancel this payment, accept this default. If you want to adjust the payment, enter the amount to adjust it by (if you want to reduce the payment by $10, enter –10.) Enter the clerk, click Save Cancellation, and finally click Next. ProfitSystem® inserts a negative payment transaction into the ticket.

Payments that were entered using the tender type of Store Credits cannot be CANCELLED. If a payment was originally processed online using the Credit Card Integration, then and cancellations or adjustments should be processed online as well. Conversely, if a payment was forced through or entered manually, then a cancellation or adjustment of that payment should forced as well. The ProfitSystem will display a message when cancelling or adjusting a payment to inform you as to whether or not the original transaction was processed online or not.

Extra Charge

If an extra charge is selected, the Edit Extra Charge dialog is displayed. This allows the description, price, cost, and private instructions for the extra charge to be changed after the extra charge is created. A PO Alert is created that documents the exact changes to the extra charge. The PO Alert notifies the special order manager that something has changed that may affect ordering. The PO Alert will also indicate if the associated sale transaction is on a PO that has been issued and/or received.

Rental: Sale Transactions for Rental Order charges when utilizing WinTPS/TPOS may also be canceled. This cancellation will automatically cancel the entire Rental Order that is linked to the SALE transaction being canceled. A RENTAL transaction is a financial transaction automatically inserted onto a ticket via the optional WinTPOS order entry system and represents the charge for a rental order. This transaction may be canceled as well.

As an added convenience the system will automatically tag the rental order as canceled if the order has a status of None, Hold, Missing Sizes, Wait Confirm, Confirmed, In Assembly or Wait Ship.

Otherwise the rental order is NOT tagged as cancelled since it in transit or customer picked up. The system will warn the user the rental order is not being tagged as cancel so appropriate actions may be taken by the operator.