How do I create Sales Adjustments?

To create a new Sales Adjustment, go to the Adjustments tab of the Worksheet and use the New Adjustment drop down to select Sales Adjustment.

NOTE: The Memo #will be generated from cieTrade.net and the Memo Title will automatically populate with either “Credit Memo” or “Debit Memo” based on the Amount entered for the adjustment (i.e., -$350 would be a Credit Memo, $350 would be a Debit Memo).

1. Select the  Sales Account from the dropdown list.

2. Select a Posting Date, which will determine the period in which the Sales Adjustment will hit accounting.  The posting date must be in an open period.   If no Post Date is selected, the system will automatically default it to the current date when the Posted checkbox is checked.

3. Enter an Amount.

4. In the Explanation box, you may enter any Sales Adjustment notes that will print on the Credit/Debit Memo.

5. Check Posted. 

6. Click  Save.

If you have additional questions, please contact the Support Team via email to support@cietrade.net.