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Adjust Transaction Details

Complete the following procedure to modify values and settings for transaction items.

1. Identify the Customer as needed to display the Cash Register screen.

   Note: If the system has been configured to allow it, customer identification may not be required for some transactions.

2. Add an Item to a Transaction as needed.

3. Complete the following procedures as needed to modify transaction items:

   Check an Item's Inventory Level	Click the item to display buttons below it. Click the Check Inventory Level button to display the Inventory Levels window. Click the Close button.
   Adjust an Item's Selling Price	Click the item to display buttons below it. Click the Adjust Price/Quantity button to display the Change Price Quantity window. Enter a new value in the Price field. Click the OK button.
   Adjust an Item's Quantity	Click the item to display buttons below it. Click the Adjust Price/Quantity button to display the Change Price Quantity window. Enter a new value in the Qty field. Click the OK button.
   Adjust an Item's Discount	Click the item to display buttons below it. Click the Adjust Price/Quantity button to display the Change Price Quantity window. Enter a new value in the Percentage Off field. Click the OK button.
   Modify an Item's Description	Click the item to display buttons below it. Click the Modify Description button to display the Modify Description window. Edit the text in the text field. Click the OK button.
   Select the Salesperson for an Item	Click the item to display buttons below it. Click the Salesperson button to display the Select Salesperson Who Helped With This Item window. Select the salesperson’s name from the drop-down menu. Note: To select this salesperson for all items in the transaction, check the Attribute all items in this transaction to the selected employee checkbox. Click the OK button.
   Select Taxes for an Item	Click the item to display buttons below it. Click the Tax Shift button to display the Select Tax Rates window. Check the appropriate checkbox for each tax shown: Check a tax's Include Tax checkbox to apply it to the item. Check a tax's Exclude Tax checkbox to sell the item without the tax. If desired, check the Attribute to entire transaction checkbox to select these tax settings for all items in the transaction. Click the OK button.
   Create a Tax Exempt Transaction	Note the Tax Exempt checkbox on the Cash Register screen: If the checkbox displays a check, a Tax ID has been specified on the customer’s Customer Information window and the transaction will be processed as tax exempt. If the checkbox is empty, a Tax ID has not been specified on the customer’s Customer Information window. Compete the following steps to add the Tax ID to this transaction and the customer’s Customer Information window: Check the Tax Exempt checkbox to display the Enter Tax ID window. Enter the customer’s Tax ID in the field. Click the OK button.
   Create a Taxed Transaction for a Tax Exempt Customer	Note the Tax Exempt checkbox on the Cash Register screen: If the checkbox is empty, a Tax ID has not been specified on the customer’s Customer Information window and the transaction will be taxed as normal. If the checkbox displays a check, a Tax ID has been specified on the customer’s Customer Information window. Uncheck the Tax Exempt checkbox to add tax to the current transaction.
   Set Receipt Options	Refer to any of the following for more information: Set the Number of Receipts to Print for Each Transaction Email a Receipt for a Transaction Create a Gift Receipt for a Transaction Item
   Remove an Item from a Transaction	Click the red Delete Item button to the left of the item to remove it from the transaction.

4. Accept Payment for a Transaction to continue with the transaction.