Create Adjustment

There are 2 types of adjustments on Shift screen:

• “Add” adjustment: Deposit Cash to register.
• “Remove” adjustment: Withdraw Cash from register.

To create an adjustment, please follow these steps:

• Open “Shift” page.
• Make sure a shift is opened.
• Click on MORE > ADJUST. A popup for adjustment will appears.
  
  • Select radio “Add“, input adjustment amount and Note to create a Deposit.
  • Select radio “Remove“, input adjustment amount and Note to create a Withdraw.

• Click “Done” to create adjustment, “Cancel” to close the popup.

After creating an adjustment, it will be shown in “Shift Activities” list:

• For “Add” adjustment, a green circle will be shown next to “Cash In“.
• For “Remove” adjustment, a red circle will be shown next to “Cash Out“.

Additionally, there are some automatic adjustments:

• Sales using Cash will be shown as “Cash In” adjustment.
  • Special payment methods, or Dummy Payment won’t be shown.
• “Change” amount from overpaid order will be shown as “Cash Out” adjustment.
• “Refund” payment via “Cash” will be shown as “Cash Out” adjustment.

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