The Adjustments section allows you to view, manage, and apply changes to the Vendor payouts. This feature helps ensure that adjustments to Vendor payments are accurately recorded, giving you a comprehensive view of payout modifications.
To access the report, go to the Vendor Management > Adjustments section.
You can narrow down the list by using the following filters:
- Filter Date: Select a specific date range for the report.
- Vendor: Select the specific vendor to filter the adjustments.
- Type: Select the adjustment type (RETURN / ADJUSTMENT).
The list contains the following information:
- ID: The payout number in the system.
- Date: The date the adjustment was made.
- Vendor: The name of the Vendor for whom the adjustment is made.
- Amount: The adjustment amount (positive for an increase, negative for a reduction).
- Type: The adjustment type.
- Description: Additional notes or details about the adjustment.
To add a new adjustment to the Vendor payout, click the “Add adjustment” button, and fill in the following information in the pop-up window:
- Vendor: Select the Vendor from the list.
- Adjustment Date: Select the adjustment date.
- Adjustment Amount: Enter the amount. Use a positive number to increase the payout, or a negative number to decrease it.
- Description: Provide any additional details about the adjustment.
Click the “Create” button to complete.
To view detailed information for an adjusted payout, click the “View Payout” button in the “Actions” column.
To delete an adjustment, click the “Delete” button in the “Actions” column next to the adjustment you want to remove.
Note: Deleting an adjustment is only possible if the payout associated with it has not been paid yet.
