The Adjustment field on each order, memo, or repair line lets you subtract a fixed dollar amount from that line’s price. The customer’s UnitPrice on the invoice stays at the original number; the adjustment is recorded separately and reduces the line subtotal.
When to use Adjustment vs changing the price
- Adjustment — use when you negotiated a markdown but want the original price visible on the invoice (“$1,200 list, $200 off, $1,000 net”). The customer sees what the item would have sold for and what they saved.
- Change the UnitPrice — use when there is no “list price” being marked down, just a different sale price. Requires the Override Price at POS permission.
If you’re inflating a price to fund a trade-in over-credit, that’s neither — see the Trade-In Negotiation article. Adjustment is for ordinary discounts.
How to enter it
- Add or edit a line item.
- Type the discount amount (positive number) into the Adjustment field next to UnitPrice.
- Save. The line’s effective price becomes
qty × UnitPrice − Adjustment.
The Adjustment field only appears for users who have the View Order Discounts permission (ShowOrderItemDiscount), set per user at Settings → Team → [user] → Access & Permissions (or via their permission group). This is per-user authorization — one salesperson can apply adjustments while another can’t. If you don’t see the field, an admin needs to grant you that permission. It’s also enforced on save: a user without it can’t add or change an adjustment, and editing a line never wipes one someone else already applied.
What gets affected by the discount
Adjustment flows through to every realized-revenue calculation:
- Sales tax — computed on the adjusted (post-discount) subtotal, not the gross
- Gross profit — uses the adjusted revenue, so margins reflect what was actually realized
- Partnership splits — partners receive their share of the discounted revenue, not the list price
- Reports — Sales Register, Daily Sales Summary, Sales Tax Liability, etc. all show post-discount totals
- Payments / balance — the customer owes the discounted total
A “Pricing Realization” report exists if you want to see the gap between list and realized revenue across a date range.
A legal note worth knowing
The label is Adjustment, not “Cash Discount,” on purpose. In a number of US jurisdictions, surcharging-style “Cash Discount Programs” — where the same item is shown at one price for cash and a higher price for card — have specific disclosure requirements and have generated litigation. Calling per-line markdowns “Adjustment” keeps the language neutral. The internal column name is CashDiscount for legacy reasons, but no UI surface uses that label.
If you want a real Cash Discount Program (price varies by tender), check with a tax attorney first — JewelTrak doesn’t currently model that as a separate concept, and using Adjustment to fake it could create disclosure problems.
Tips
- Adjustment is per-line. Multi-line discounts mean entering the per-line amount on each line.
- Negative adjustments aren’t allowed — to add to a line’s price, change UnitPrice instead, or use a separate misc line item.
- If you remove a discount, set Adjustment back to 0 (not blank).
- Adjustment shows on the invoice the customer receives; if you don’t want it visible, change UnitPrice instead.