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Adjustments

Adjustments let you add charges or discounts without editing line items. They support percentage or fixed amounts and respect tax classes. Access requires order/quote manage plus sales.settings.manage to curate kinds and tax rates.

Adjustment dialog

Add an adjustment​

  1. Open Adjustments on the order/quote and click Add adjustment.
  2. Set label and optional code for reporting.
  3. Choose adjustment kind (Shipping, Discount, Surcharge, Tax, Custom).
  4. Pick calculation mode: Percentage or Fixed amount.
  5. Enter rate or net/gross amount; select a tax class if applicable.
  6. Set position to control ordering in totals (optional).
  7. Save with Cmd/Ctrl + Enter; Escape cancels.

Adjustments tab

How adjustments roll into totals​

  • Each adjustment contributes to subtotals and grand totals based on kind and tax class.
  • Shipping and surcharge entries increase totals; discounts reduce them; tax adjustments apply the selected rate or amounts.
  • Order detail shows grouped totals (net, gross, discounts, surcharges, tax) for transparency.

Totals with adjustments

Tips​

  • Predefine Adjustment kinds in Sales settings so operators pick from curated options.
  • Use percentage for promos tied to the subtotal; use fixed amount for fees like “Stripe processing”.
  • Keep tax classes aligned with your catalog pricing for consistent VAT handling.