Adjustments

Use the Adjustments information to insert price adjustments to your worksheet, such as tax, bottom line discounts, shipping charges, etc.

1. Click on the Standard toolbar.
   
   

2. Click Adjustments.
   
   

3. Click Add.
   

Price adjustments

Price adjustments are bottom-line amounts that affect the grand totals of the worksheet.

There are three different types of price adjustments:

• fixed amount -  for example, a design fee or a handling charge
• percentage - for example, a sales tax or bottom line discount
• advanced - for scaled adjustments.  For example, you may want orders of less than $50,000 to receive a 2% reduction and orders above 50,000 to receive a 3% reduction.

To insert a price adjustment, from the Item toolbar, click  and select Price Adjustment.

Modify or move adjustments

You can modify adjustments two ways: from the Worksheet Properties dialog, and directly from the worksheet.

From the Worksheet Properties dialog box:

1. Click the Adjustments tab.
   
   

2. In this tab, you can:
   
   - Click Add to create a new fixed or percent adjustment.
   - Select a price adjustment then click Remove to delete it.
   - Click Remove All to delete all price adjustments.
   - Select an adjustment then click Edit to modify it.
   - Use the arrows to change the order in which an adjustment takes effect and its order of appearance in this window.
   
   

3. Click OK or Apply.

From the worksheet:

1. Right-click on any adjustment to edit it directly from the worksheet.
   
   

2. In the pop-up menu you can:
   
   

3. Select Insert Adjustment to create a new fixed or percent adjustment
   
   

4. Select Delete Adjustment
   
   

5. Select Properties to edit the adjustment
   
   

6. Click Move Up or Move Down to change the order in which an Adjustment takes effect and its order of appearance in the worksheet.
   
   

Note: You can edit an adjustment by clicking on the line.