Apply Adjustments and Discounts

How to Add a Sale Discount or Adjustment

  1. From the Dashboard select Sales. B2B-Sales::Adjust-Discount01
  2. Select the Transfer ID for a sale that needs an adjustment or discount. B2B-Sales::Adjust-Discount02
  3. Select Adjust at the bottom of the page. B2B-Sales::Adjust-Discount03
  4. Select an Adjustment Type. B2B-Sales::Adjust-Discount04
  5. Select an Adjust / Discount Amount. B2B-Sales::Adjust-Discount05
    • NOTE: To reduce total value, use a negative number in the Adjust / Discount Amount field.
  6. Enter an optional Note. B2B-Sales::Adjust-Discount06
  7. Select Save. B2B-Sales::Adjust-Discount07