Adjustment Types

Adjustment Types

Adjustment Types Overview 

"Adjustment Types" enables you to manage the adjustment types you use 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. Adjustments are created when there is a known theft, damage, or mistake in counts. "Adjustment Types" is where you define the adjustment types, such as Known Theft, Damage, or Counting Error for the adjustment. Please read Adjustments to learn more about adjustments.

"Adjustment Types" lets you:
  1. Create an adjustment type
  2. Edit the adjustment type
  3. Delete the adjustment type 

1. Reaching "Adjustment Types"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Inventory
  4. Step 4: Choose Adjustments 
  5. Step 5: Choose Adjustment Type 

2. Understanding "Adjustment Types" Layout

Please refer to Figure 1.0 and the descriptions of the buttons and fields below to understand the layout of "Adjustment Types." 

Figure 1.0

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.
1: Add New: This button lets you add a new adjustment type. 
2.1: Edit Adjustment Type: This button lets you edit the adjustment type. 
2.2: Delete Adjustment Type: This button lets you delete 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 1.0. 
  2. The Create Adjustment Type screen will appear, as Figure 1.1 shows. 

Figure 1.1
Fields and Buttons: 
Name: Enter a relevant name for the adjustment type. 
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:  
  1. 001, 002, 003, 004, etc.
  2. 1101, 1102, 1104, 1105, etc.
  3. AAA, BBB, CCC, DDD, EEE, etc.
Cancel: This button lets you cancel the adjustment type or the changes made in the adjustment type. 
Save & Close: If you click the "Save & Close" button, the system will save the adjustment and navigate you to the Adjustment Types screen.  
Save & New: If you click the "Save & New" button, the system will save the adjustment and open the new Create Adjustment Type screen, where you can add another adjustment type. 
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 1.0 to edit the adjustment type record.
  2. The Edit Adjustment Type screen will appear, as shown in Figure 1.2. Edit the information as per requirements and click "Save & Close." The system will save the changes and show the Success message. 

Figure 1.2

5. Deleting an Adjustment Type

You can delete the adjustment type record from the Adjustment Type home screen and the Edit Adjustment Type screen. 

Please follow the steps below to delete an adjustment record from the Adjustment Types home screen: 
  1. Click the respective Delete icon highlighted in Figure 1.1.
  2. A warning dialog will appear with two related options, as Figure 1.3 shows.

Figure 1.3

  1. Click “Yes, Delete” to delete the adjustment type record.
  2. Click “Cancel” to close the pop-up and skip the deletion process.
Please follow the steps below to delete the adjustment type records from the Edit Adjustment Type screen. 
  1. Click the Edit icon highlighted in Figure 1.0.
  2. The Edit Adjustment Type screen will appear, as Figure 1.2 shows.
  3. Click the "Delete" button. The warning dialog will appear, as Figure 1.3 shows.  
  4. Click “Yes, Delete" to delete the adjustment type record.
  5. Click “Cancel” to close the pop-up and skip the deletion process.

6. FTx Academy Training Course 

InfoWatch the FTx Academy video to see how to perform and track adjustments. 
Info
To gain a more comprehensive understanding, sign up for the FTx Academy training program — enroll in the courses and explore the topic lesson by lesson and reinforce your learning with quick quizzes at the end of each module.