Price Adjustment Report
Location: Reports > Transaction Reports
The Price Adjustment Report provides a detailed view of any changes made to the original price of services or products. This includes both increases and decreases, giving you clear visibility into pricing adjustments across your business. This report can be exported or printed for your records.
How to Run the Report
- Select a Begin Date and End Date.
- Choose to view data for the entire company or for a specific worker.
- Generate the report.
Sorting Options
You can organize the report based on the following columns:
- Client Name (alphabetical order)
- Ticket Number (descending order)
- Price (descending order)
- Adjustment (descending order)
- Total (descending order)
- Worker (all transactions associated with the same worker will be grouped together)
- Ticket Date (ascending order)
Report Layout
The report is divided into two tables:
- Service Adjustments
- Product Adjustments
Each section includes a total adjustment amount, which will be located at the bottom of each table. Then a grand total adjustment is displayed at the bottom of the report.
Pro Tip: If the price is reduced, the adjustment will appear as a negative value. If the price is increased, the adjustment will appear as a positive value.
Note: Any adjustment made to an item’s original set price will appear on the Price Adjustment Report. This includes manual price increases or decreases on a ticket, promotions that reduce the item price, and rewards applied that adjust the value. Any increase or decrease from the original price will be reflected on this report.Service Adjustments Section
This section displays all pricing changes made to services, with the following columns:
- Ticket Number – The ticket associated with the adjustment
- Client Name – The client’s first and last name (or No Client if none is assigned)
- Price – The original service price
- Adjustment – The amount changed from the original price. This value may reflect either an increase or a decrease.
- Total – The final price after the adjustment is applied
- Worker – The team member who performed the service
- Ticket Date – The date the ticket was created
Note: In addition to manual price changes, tickets will also be included in this report when a promotion or redeeming reward points are applied, since this will modify the original amount.Product Adjustments Section
This section shows all pricing changes made to products, with similar columns:
- Ticket Number – The ticket associated with the adjustment
- Client Name – The client’s first and last name (or No Client if none is assigned)
- Price – The original product price
- Adjustment – The amount changed from the original price. This value may reflect either an increase or a decrease.
- Total – The final price after the adjustment is applied
- Worker – The team member who sold the product
- Ticket Date – The date the ticket was created
Table Totals Defined:
- Total Adjustment Amount will appear at the end of each table to reflect the total adjusted amount based on the selected date range and report by option.
- Grand Total Adjustment Amount will appear at the bottom of the report, combining the total adjustments from both tables to provide an overall adjustment total for the selected date range and report by option.
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