Adjustments Overview

Remember, when making an adjustment, a negative number is to be used if you are removing an item.

Reaching the Adjustments Module

To reach the Adjustments module:

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

Understanding the Adjustments Module Layout

Please see the image below labeled Figure A for a description of the buttons and fields that appear on the screen.

                                                                                                                           Figure A

Adding a New Adjustment

1. Click the “Add New” button highlighted in Figure A above to add a new adjustment.
   
2. The form highlighted in Figure B will appear on your screen.
   

                                                                                                                        Figure B

1. To add a new adjustment for the product, click on Advanced Search.
   
2. The form highlighted in Figure C will appear on your screen.
   

1. Click on Apply to move ahead with the selection. (You can only select one product at a time.)
   
2. Click on Save (if you wish to keep making the changes), or else click on Apply.
   
3. If you click on Save, the form highlighted in Figure D will appear on your screen.
   

                                                                                                                       Figure D

Buttons:

1. Print Report: By clicking this button, you can download the adjustment record as a local file in different formats, such as PDF, CSV, and Excel.
2. Copy Adjustment: This button allows you to copy the changes made to the current adjustment record so that you can repeat the adjustment of the items later or whenever needed.
3. Add to Do: This button helps to assign an adjustment task to a responsible person to complete it later or at a given time (See Figure H).
   

                                                                                           Figure E

1. Apply & New: This button allows you to apply the changes and refresh the adjustment form as new. Once the changes are applied, they cannot be altered.
2. Apply: The Apply button helps you apply all the changes and selections that have been made in the form. You will be able to see the changes made in the same form, but once applied, the changes can’t be altered and will become “View Only.”
3. Delete: This button helps you delete the complete adjustment record.
4. Save & Close: This button will save all your changes and close the current screen, but they won’t be applied unless you click any of the Apply buttons.
5. Save & New: This button also helps you save the changes and refresh the screen with a new form.
6. Save: This button helps you save the changes made in the adjustment form. This button also serves the purpose of adding multiple products to a single adjustment form so that you don’t have to initiate multiple adjustment processes for different products at a particular location.
   
7. Cancel: Cancel button cancels all the changes/editions done in the "Add New" adjustment form.
   

Modifying Adjustment:

Once the changes are saved and applied, you can’t make any modifications or alterations, and the form becomes View Only. So, there are no steps to edit an applied adjustment.

Printing an Adjustment Summary

Follow the steps mentioned below to print the summary of the adjustment process:

1. Click on the “Print Summary” Button (See Figure A) to download a copy of the records generated.
   
2. The report will be downloaded as a local file immediately in a different format (See Figure F).
   

Copying an Adjustment

1. Click on the “Copy Adjustment” button (See Figure A) to copy the changes made to the current adjustment record so that you can repeat the adjustment of the items later or whenever required.
2. On clicking, a form shown in Figure G appears.
   

                                  Figure G

1. Reverse Quantity Signs: If this is toggled to true, it copies the adjustment using the exact opposite values of the items that were applied to the original adjustment. An example would be if -5 was adjusted in a product on the original adjustment, then +5 would be on the newly copied adjustment.
   

Deleting an Adjustment

The delete option is only available for adjustment records that are saved or assigned as Add To-Do. The applied adjustment doesn’t have a delete option (See Figure H).

Add/Modify Form Fields

1. Date: This field is by default filled by the system, which evidently shows the current date.
   
2. Memo: This is the field that gives some details about the adjustment.
   
3. From Location: This is the name of the location where the adjustment of the items/products is being made.
   

Add Products to Adjustment Fields

1. Name: It is the name of the product/item.
   
2. UPC: This is the Unique Product Code by which a product is recognized in an inventory.
   
3. QTY: It defines the number of units that are being added to or supplied from a particular store.
4. Cost: This is the amount for which the store bought the product.
   
5. Total Cost: It is the result of no. of units of product X cost per product.
6. Retail Each: This is the amount for which a unit of product is to be sold.
7. Actions: This field provides two actions, i.e., edit and delete. This option is only available for Add new, saved, or Add-to-do adjustment forms. (See Figure I).
   

                                                            Figure J

1. Replace: This button will replace the existing product quantity with the new one. For example, (See Figure I), the quantity is “-9." In the edit adjustment, if you enter “1” and choose to Replace before you hit the Save button, “-9” will be replaced by “1.”
   

1. Append: This button allows the addition of a certain number to the existing quantity of the item/product. For example, if the existing quantity is “5” and you edit it with “5” and you choose “Append” before clicking Save, the quantity value will be changed to “10.”

In this case, the existing value of the quantity is negative, e.g., “-9,” and when appending some value, you will get a warning message to make you aware that you don’t have enough items in the inventory and if you still wish to make changes. (See Figure K below) 

1. Subject: The subject appears to be the same as the adjustment memo.
   
2. Notes: Fill in some notes to explain the task.