CAVO® gives users the ability to adjust or deny line items using customizable Reason Codes for those adjustments. Users can adjust line items by quantity (or units) or by unit cost.
To adjust a line, click on the three-dot icon at the beginning of that line and select Adjust line item.
Adjust Lines by Quantity
With the Adjust Line Item modal open, select + Adjust Quantity.
Enter the adjusted quantity into the Qty field.
Next, select a Reason Code from the drop-down menu and click Save Adjustments.
Note: Four visual cues indicate successfully saved Adjustments:
A red bar is added to the left of that line item (only if entire qty adjusted)
The entire row is now in red text.
The description will display the reason code and adjusted quantity in parenthesis.
Hovering over the quantity column displays a tooltip showing the original and adjusted charge.
The bottom right-hand section of the IB data contains a table summarizing the adjustments. The Original Qty and Charge, Adjusted Qty and Charge, and the Total Qty and Charge actively update with each adjustment.
Note: You can also make Bulk Adjustments by quantity.
Adjust Lines by Unit Cost
With the Adjust Line Item modal open, select + Adjust Unit Cost.
Enter either the allowable unit cost into the Unit Cost field or the % of reduction.
Next, select a Reason Code from the drop-down menu and click Save Adjustments.
The pop-up adjustment modal will show the adjusted total:
