Adjustments

Adjustments

Adjustments Overview

Adjustments are kinds of inventory corrections used to adjust a product's in-stock quantity. You can use "Adjustments" when there is a known theft, damage, or mistake in counts. You can create adjustments for both positive and negative quantities. When an adjustment is applied, it changes the inventory level accordingly. 

FTx Cloud POS enables you to create and apply the adjustments as per your requirements. It also keeps track of events, such as who created an adjustment and who applied the adjustment, along with respective timestamps. It will also make necessary changes to accounting automatically. You can alter or delete an adjustment record if it is not applied. Once applied, you can only view it.

"Adjustments" enables you to:
  1. Create an adjustment 
  2. Add multiple products to an adjustment with positive or negative amounts
  3. Apply an adjustment
  4. Edit, copy, or delete an adjustment record
  5. View who created and who applied the adjustment 

Reaching "Adjustments"

  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 "Adjustments" Layout

  1. Please refer to Figure A and the descriptions of the buttons and fields below to understand the layout of "Adjustments." 

Figure A
Column Titles: Each column title indicates the type of information in the column. You can filter the list using any title if you want to search for any specific adjustment record.
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: Delete Adjustment: This button lets you delete the adjustment record. 

Adding a New Adjustment

Please follow the steps mentioned below to add a new adjustment: 
  1. Click "+ Add New," shown in the top right corner. 
  2. The Create Adjustment screen will appear, as shown in Figure B. 

Figure B
  1. The Create New Adjustment screen can be segregated into four sections. 
1. Adjustment Information
2. Add Products to Adjustments
3. Adjustment Details
4. Action Buttons 
1. Adjustment Information

Fill in the appropriate information in the fields, as explained below: 
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.  
Memo: Write down the appropriate notes. 
From Location: Select the store location you are creating the adjustment for.  
Adjustment Type: Select the applicable adjustment type from the drop-down.
Adjustment Reason: This field appears when the selected adjustment type is "Other." Write down the reasons for creating the adjustment. 

2. Add Products to Adjustments 

Select the product for which you want to create the adjustment. You can select the product by searching by the UPC or Vendor Part #, or select "Advanced Search" for other options.
  1. Select the product using the UPC or Vendor Part #.
    1. Write down the UPC or Vendor Part in the Search field shown in Figure C, click the "Search" button, or press the Enter key on your keyboard.

    Figure C
  1. The Add Adjustment Item screen will appear, as shown in Figure D. 

Figure D
  1. Item: This field shows the product name.
  2. UPC: This field shows the product UPC.
  3. Current Quantity: This field shows the available quantity at the store.
  4. Quantity: Please enter the quantity you want to adjust.
  5. Cost: This field shows the product cost. 
  6. Adjustment Type: This field shows the adjustment type you selected. 

Once you enter the quantity you want to adjust, click "Add." You can repeat the same process and add multiple products.
    1. The system will add product to the adjustment, as Figure E shows. 

 Figure E 
    Field Description: 
  1. Name: This field shows the name of the product to be adjusted.
  2. UPC: This field shows the UPC of the selected product.
  3. Quantity: This field shows the adjustment quantity.
  4. Cost: This field shows the product cost per unit.
  5. Total Cost: This field shows the total product cost for all units. 
  6. Retail Each: This field shows the product price per unit. 
  7. Adjustment Type: This field shows the adjustment type.
  8. Use the Add icon button to add a closeout item to the adjustment. (The Add icon button will only be available to the adjustments with negative quantity.) 
  9. Use the Edit and Delete icon buttons to edit the quantity or delete the product from the adjustment.
  1. Add the product using Advanced Search:
    1. Click on the "Advanced Search" button highlighted in Figure F.

     Figure F
  1. The Select Product screen will appear, as shown in Figure G.

Figure G

1: Search the product by using the Type Product Name field, the Select Category Name drop-down, and the Select Manufacturer Name drop-down. Enter the product name, select the category or manufacturer from the respective drop-down, and click the "Search" button. 

2: Use the Delete icon to remove the selections made for the Type Product Name field, the Select Category Name drop-down, and the Select Manufacturer Name drop-down, if any.

3: The system displays a list of all available products. Click on the desired product name to select it. The system will display the products accordingly if you have used the Type Product Name field, the Select Category Name drop-down, and the Select Manufacturer Name drop-down.

4: Click "Apply." 
  1. The Add Adjustment Item screen will appear, as shown in Figure D.  Enter the quantity you want to adjust and click "Add." You can repeat the same process and add multiple products. The product will be added to the adjustment, as Figure E shows.
3. Adjustment Details

The Adjustment Details section displays significant details about the adjustment in a single place. The information in this section is system-generated and non-editable. 

  1. Status: The "Applied" or "Not Applied" status indicates whether the adjustment is applied.  
  2. Applied Date: This shows the date when the adjustment was applied.  
  3. Applied By: Name of the person who applied the adjustment.
  4. Created By: Name of the person who created the adjustment.
  5. # of Line Items: This field indicates the number of products in the adjustment.
  6. Total Cost:  This shows the total cost of all products adjusted or to be adjusted. 
  7. Total Retail: This shows the total price of all adjustment products.
  8. Total Product Qty: This shows the total quantity of all adjustment products.  

4. Actions

    
    Figure H

The action buttons enable you to take various actions, as described below:
  1. Cancel: This button lets you cancel the adjustment or the changes made in the adjustment. 
  2. Add Closeout Item: 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 I. Select the required products and click "Add Closeout Item."   

Figure I
  1. Apply & New: If you click the "Apply & New" button, the system will apply the adjustment and open the new Create Adjustment screen.
  2. Apply: If you click the "Apply" button, the system will apply the adjustment.
  3. Save & Close: If you click the "Save & Close" button, the system will save the adjustment and navigate you to the Adjustments screen.  
  4. Save & New: If you click the "Save & New" button, the system will save the adjustment and open the new Create Adjustment screen where you can add another adjustment. 
  5. Save: This button lets you save the changes you have made at any point.

Editing the Adjustment Record:

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.

Please follow the steps below to edit an adjustment record.
  1. Click the “Edit” button highlighted in Figure A to edit the adjustment record.
  2. The Edit Adjustment screen will appear, as shown in Figure J.

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

1.1: Copy Adjustment: Click on this button to copy the adjustment. 

1.2: Print Report: This button lets you print the adjustment.

1.3: Add To Do: This button lets you add the created adjustment to the "To Do" list. 

  1. This button is useful when you have something specific to consider. 
  2. The Add Note for To Do pop-up screen will appear when you click the "Add To Do" button. Add your notes to it and click "Add."
  3. The system will add this adjustment to the To Do list and show the Assigned To Do Task section, as Figure K shows. 
 Figure K

2: Delete: Click on this button to delete the adjustment record. 
  1. Make the required changes and click "Save." 
To learn about each field in detail, please refer to Adding a New Adjustment.

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 A or Figure J to copy the adjustment record.
  2. The Copy Adjustment screen will appear, as shown in Figure L. 

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

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

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 A or the "Print Report" button highlighted in Figure J.
  2. The Print Report screen will appear, as shown in Figure N.

Figure N
  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 will open in a new tab. Download it using the Download icon, and print it using the Print icon.

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 O.

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

Figure P
    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 A.
    2. The Edit Adjustment screen will appear, as Figure J shows.
    3. Click the "Delete" button. The warning dialog will appear, as Figure P shows.  
    4. Click “Yes, Delete” to continue deleting the adjustment record.
    5. Click “Cancel” to close the pop-up and skip the deletion process.

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