Adjustments Overview

Figure 0.2

1: Add New: This button lets you add a new adjustment.

2.1: Search Item: This button lets you search the adjustment record using the product name or a UPC. 

2.2: Filter Range: This button lets you see the adjustment records for the selected date range. Select the required dates in the Start and End fields and click the "Filter Range" button to see the adjustment records for the selected date range.

3.1: Edit Adjustment: This button lets you edit the adjustment record. 

3.2: Print Adjustment Summary: This button lets you print the adjustment summary. 

3.3: Copy Adjustment: This button lets you copy an adjustment for the same product. You can copy the adjustment filter applied to a particular adjustment record. 

3.4: View Notes: This button lets you view the notes added to the adjustment, if any. The Notes History screen will appear when you click this button, as Figure 0.2 shows. It will show all notes added to the transfer, as well as information about the user who added them and timestamps. 

Figure 0.3

3.5: Delete Adjustment: This button lets you delete the adjustment record. 

Figure 1.1

1. Adjustment Information

Fill in the appropriate information in the fields, as explained below: 

1. Date: Select the adjustment date.
1. This field shows the current date.
   
2. To change the date, click on the field. A drop-down calendar will appear. Select the desired date.  
   
2. Memo: Write down the appropriate notes. 
   
3. From Location: Select the store location you are creating the adjustment for.  
   
4. Adjustment Type: Select the applicable adjustment type from the drop-down.
   
5. Adjustment Reason: This field appears when the selected adjustment type is "Other." Write down the reasons for creating the adjustment. 
   

2. Editing the Adjustment Record

Once the adjustment is 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.

Please follow the steps below to edit an adjustment record.

1. Click the Edit button highlighted in Figure 0.2 to edit the adjustment record.
   
2. The Edit Adjustment screen will appear, as shown in Figure 2.1.

                                                                                Figure 2.1

1. There will be more information and action buttons on the Edit Adjustment screen than on the Create Adjustment screen. Those buttons are highlighted in Figure 2.1 above, and their descriptions are below: 
   

1. Basic Details

This section displays general information about the adjustment:

1. Created At: Date and time the adjustment record was created.
2. From Location: Store or business location where the adjustment is being processed.
3. Adjustment Type: Indicates the reason for the adjustment (e.g., System Issue, etc.).
4. Memo: Any note entered during creation to explain the adjustment.
   

1. Applied Date: Date the adjustment was finalized or posted.
2. Applied By: User who applied the adjustment, if applicable.
3. Created By: User who originally created the record.
4. # of Line Items: Total number of product rows included in the adjustment.
   

4. "Products On Adjustment" Action Button
This section explains the buttons on Products On Adjustment in the respective series.

Figure 2.2

 Action Buttons:

1. Switch Font: Click this button to switch between large and small fonts.
2. Add (+) Button: Click to add a new product to the adjustment. This part is explained in section 2.1. Adding Products on Adjustment.
   
3. Search by UPC/Part #: Allows users to search for products by entering a UPC or part number.
4. Columns Dropdown: Opens a list of available columns so the user can show or hide specific fields in the grid.
   
5. Reset Columns: Restores the product grid to its default column layout by undoing any custom column show/hide changes made by the user.
   

5. Products on Adjustment Grid Column Information:

1. Name: Product name.
2. UPC: Unique product barcode.
3. Qty: Quantity being adjusted.
4. Cost / Total Cost: Individual unit cost and total cost impact based on quantity.
5. Retail Each: Retail price per unit.
6. QOH: Current Quantity On Hand in inventory.
   
7. Adjustment Type: Type assigned to the product row (e.g., System Issue).
   

1. Edit: Allows modifying the selected product row.
   

Figure 2.3

This screen allows you to update the details of a single product within an inventory adjustment. It is accessed by clicking the Edit icon in the product list. Any changes made here will update the quantity, cost, or adjustment type for that specific product.

Field Descriptions ("Edit Adjustment Item" Screen)

1. Item / UPC: Displays the product name and UPC. These values are system-generated and cannot be edited.
2. Current Quantity: Shows the present stock quantity at the selected location.
3. Quantity: Enter the quantity to adjust. Positive or negative values may be allowed depending on the adjustment logic.
4. Cost: Displays or allows updating the cost value used in the adjustment.
5. Adjustment Type: Dropdown to select the reason for the adjustment (e.g., System Issue, Inventory Correction).

5. Buttons on Edit Adjustment :
1. Save: Applies the changes to the product and returns to the list.
   
2. Close: Exits without saving changes.
   
   
5. Delete: Removes the selected product row from the adjustment as displayed in Figure 2.1.
   
1. Clicking this button will open the delete dialog box. See Figure 2.4.
2. Click "Yes" to delete the item on this transfer, and click Close to close the delete dialog box.
   

Figure 2.4

​

1. Cancel: Exits without saving any changes.
   
2. Add Closeout Item: Opens a form to add a closeout product to the adjustment, explained in section 2.1 Adding Closeout Item.
   
3. Add To-Do: Creates a linked To-Do task.
   
4. Apply (Dropdown): Options to apply adjustment actions.
   
5. Delete: Deletes the entire adjustment record.
   
6. Split Save Button: Click on "Save" to save the adjustment, Save & New to save and open a new adjustment form, and Save & Close to save and return to the previous screen.
   

2.1. Adding Products on Adjustment

Click on "Add" to add products to the Adjustment.
The Select Product window will appear, which will allow you to search and choose an item to add to the adjustment.

2.2. Adding Closeout Item

Closeout Items are the items that are out of the store's business for any reason.

This button lets you add a closeout item to the adjustment if required.

1. When you click the "Add Closeout Item" button, the Add Closeout Item screen will appear, as shown in Figure 2.1.  Select the required products and click "Add Closeout Item."   

 Figure 2.2.1

1. Select Closeout Item: Enter the name of the item whose inventory is to be adjusted.
   

 Figure 2.2.2

1. Adjustment Items Grid: The list below displays all items that have already been added to the adjustment with a negative quantity. You can select one or more adjustment items from this list to associate with the chosen closeout item. 
   
   Figure 2.2.3

Note: Items already mapped to another closeout item in the same adjustment will not appear in this list.

2. Quantity: The quantity is auto-fetched as per the selected product.
   
3. Cost Each: The cost is auto-fetched as per the selected product.
   
4. Ext Cost: The extended cost is auto-fetched per the selected product.
   

1. Once added, click on "Apply Closeout Item" to make the change. 
   
2. Click on "Cancel" to discard the change.

3. Copying the Adjustment

You can copy the adjustment when creating a new adjustment for the same product. Please follow the steps mentioned below to copy an adjustment:

1. Click the “Copy” button highlighted in Figure 0.2 or Figure 2.1 to copy the adjustment record.
   
2. The Copy Adjustment screen will appear, as shown in Figure 3.1. 
   

 Figure 3.1

1. Fill in the appropriate information and click "Copy." The Success message will appear, as Figure 3.2 shows.
   

 Figure 3.2

1. Click on "Go to the New Adjustment."
   
2. The Edit Adjustment screen will open in a new tab.
   
3. Make the required changes and click "Save" to save them.

4. Printing an Adjustment Summary

Please follow the steps mentioned below to print a summary of the adjustment record:

1. Click the "Print Summary" button highlighted in Figure 0.2 or the "Print Report" button highlighted in Figure 4.1.
2. The Print Report screen will appear, as shown in Figure 4.1.

 Figure 4.1

1. Export Type: Select the export type: PDF, CSV, or Excel.  
2. Include Header: Enable this button to include the header in the printout.
3. Repeat Headers On Every Page: Enable this button to repeat the header on every printout page. 
4. Print Title On Every Page: Enable this button to print the title on every printout page.   

1. Click "Start Print."
   
2. The PDF, CSV, or Excel file will open in a new tab. Download it using the Download icon, and print it using the Print icon.
   

5. Deleting the Adjustment 

For a successful adjustment record, the "Delete" option will not be available.

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

Please follow the steps below to delete an adjustment record from the Adjustment home screen: 

1. Click the Delete button shown in Figure 5.1.
   

Figure 5.1

1. A warning dialog will appear with two related options, as shown in Figure 5.2.
   

  Figure 5.2

1. Click “Yes, Delete” to continue deleting the adjustment record.
   
2. Click “Cancel” to close the pop-up and skip the deletion process.
   

1. To delete the adjustment record from the Edit Adjustment screen:
   
1. Click the Edit icon highlighted in Figure 0.2.
   
2. The Edit Adjustment screen will appear, as Figure 2.1 shows.
   
3. Click the "Delete" button. The warning dialog will appear, as Figure 5.1 shows.  
   
4. Click “Yes, Delete” to continue deleting the adjustment record.
   
5. Click “Cancel” to close the pop-up and skip the deletion process.
   

Need a visual walkthrough? Watch the video tutorial here.

Want to dive deeper? Check out the FTx Cloud POS | Inventory section of FTx Academy – it’s packed with helpful videos and fun quizzes! Enroll for free using your email ID to access it.