Adjustment Type - Store Employee

Adjustment Type - Store Employee

Adjustment Type Overview 

"Adjustment Type" allows you to manage the adjustment types used to create adjustments. The adjustment types created here are visible in the Adjustment Type drop-down when a user creates an adjustment from handheld devices and Control Center. 

Adjustments are inventory corrections that adjust a product's in-stock quantity. They are created when a known theft, damage, or counting error is identified. In the "Adjustment Type" section, you define the adjustment types, such as Known Theft, Damage, or Counting Error, for the adjustment. For more information, please refer to the Adjustments section. 

This article includes information about: 
  1. How to create an adjustment type.
  2. How to edit the adjustment type.
  3. How to delete the adjustment type.

1. Reaching "Adjustment Type"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Store
  3. Step 3: Choose Inventory
  4. Step 4: Choose Adjustments 
  5. Step 5: Choose Adjustment Type 
Figure 1.1 below will help you better understand the navigation. 

Figure 1.1

2. Understanding the "Adjustment Type" Layout

Please refer to Figure 2.1 and the descriptions of the buttons and fields below to understand the layout of "Adjustment Type." 


Figure 2.1
  1. Column Titles: Each column title indicates the type of information in the column. You can filter the list using any title to search for any specific adjustment type record.
  2. 1: Add New: This button allows you to add a new adjustment type. 
  3. 2: Edit Adjustment Type: This button allows you to edit the adjustment type. 

3. Adding an Adjustment Type

Please follow the steps below to add an adjustment type.
  1. Click "Add New" highlighted in Figure 2.1. 
  2. The View Adjustment Type screen will appear, as Figure 3.1 shows. 
 Figure 3.1

Fields and Buttons: 
  1. Name: Enter a relevant name for the adjustment type. 
  2. Account Code: Enter an account code for the adjustment type. It is recommended that a similar pattern be used for the account code for ease of use. For example:  
001, 002, 003, 004, etc.
1101, 1102, 1104, 1105, etc.
AAA, BBB, CCC, DDD, EEE, etc.
  1. Action Buttons: 
    1. Cancel: This button allows you to cancel the adjustment type or the changes made to it. 
    2. Save and Close: Clicking the "Save and Close" button saves the adjustment and directs you to the Adjustment Type screen.  
    3. Save & New: If you click the "Save & New" button, the system saves the adjustment and opens the "Create Adjustment Type" screen, where you can add another adjustment type. 
    4. Save: This button lets you save the changes you have made at any point.
  1. Enter the appropriate details and click the "Save & Close," "Save & New," or "Save" buttons.    

4. Editing an Adjustment Type

Please follow the steps below to edit an adjustment type:  
  1. Click the Edit button highlighted in Figure 2.1 to edit the adjustment type record.
  2. The View Adjustment Type screen will appear, as shown in Figure 4.1. Edit the information according to the requirements and click the "Save & Close" button. The system will save the changes and display a Success message. 
 Figure 4.1

5. Deleting an Adjustment Type

You can delete an adjustment type from the View Adjustment Type screen. To do so, follow the steps below:  
  1. Click the Edit button, highlighted in Figure 2.1 to open the View Adjustment Type screen. 
  2. Click the "Delete" button. 
  3. A warning dialog with two related options will appear, as shown in Figure 5.1.

    4. Figure 5.1
    1. Click "Yes, Delete" to continue deleting the worksheet. 
    2. Click “Cancel” to close the pop-up and skip the deletion process.

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