A request for enabling Automatic Adjustments will need to be escalated to the Onboarding team via onboarding@OvationCXM.com / poynt-ss-onboarding chat. Partners will need to fill out an amendment before the feature can be enabled in their SwipeSimple sub-reseller portal. 

Automatic Adjustment settings will be configured at the Company-level. All merchant accounts under a Company account will have the same Automatic Adjustment settings. Know if merchant should be enabled for Automatic Adjustments. Automatic Adjustment settings include:

• Adjustment Name
• When to apply the adjustment
• Adjustment Type
• Adjustment Calculation
• Adjustment Amount
• Adjustment Bypass

Applying Automatic Adjustments

Reporting

Certain reports will be updated to reflect Automatic Adjustments taken by the merchant

• Sales Reports will be updated for every merchant, whether they have Automatic Adjustments enabled or not. The “Adjustments” table will only show up if they have Automatic Adjustments enabled. 
• The Transaction Report Details, and the Daily Reports, will also be updated to contain details about Automatic Adjustments.

Merchant Workflow

If a merchant is enabled for Cash transactions, they will be prompted to select tender type during the transaction flow

• For SS Terminal account enabled for debit routing, the prompt will read “Credit/Debit/Cash”
• For SS Terminal account not enabled for debit routing, the prompt will read “Credit/Cash”
• For SS Mobile account, the prompt will read “Credit/Cash”

If Adjustment Bypass is set so the merchant has the option, they will be able to select Apply or Do Not Apply