Inventory adjustment

You may need to make adjustments to the Inventory; for example, if you carry out a stock check and need to amend the quantity of some items.

As with the process for adding stock, the Inventory Adjustment screen will be used to make changes to your Inventory.

1.            Search the Inventory for the items to be adjusted.
See Search the inventory for more information.

2.            Select one or more items and click the Actions button.

3.            Choose Inventory Adjustment.
The Inventory Adjustment screen is displayed and the items that you selected are listed.

4.            Type text into the Description field to identify this Inventory Adjustment. The description that you type here is displayed when you carry out an Inventory Transactions Search.
The Date defaults to today, but you can change it if necessary.

5.            Save the record. Items in the grid will not be available to edit without saving.

6.            Make the necessary adjustments:

a.            If you only need to adjust quantities, edit the values in the Quantities column.

b.            If you need to make more detailed adjustments, double-click the relevant item.
The Adjustment Line screen is displayed:

Make the necessary adjustments and click Save, then Close.
You are returned to the Inventory Adjustment screen.

7.            Click Complete to finalise the adjustments.