Adjustments Overview

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

                                                                                   Figure 0.0

Understanding "Adjustments" Layout

Please refer to Figure 0.1 and the descriptions of the buttons and fields below to understand the layout of "Adjustments." 

                                                                      Figure 0.1

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: 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 0.1 shows. It will show all notes added to the transfer, as well as information about the user who added them and timestamps. 

                                                          Figure 0.2

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

                                                                                          Figure 1.0

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.

Select the product using the UPC or Vendor Part #.

1. Write down the UPC or Vendor Part in the Search field shown in Figure 1.1, click the "Search" button, or press the Enter key on your keyboard.

                                                                   Figure 1.1

1. The Add Adjustment Item screen will appear, as shown in Figure 1.2. 
   

                                                                Figure 1.2

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.

                                                         Figure 1.3

 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 1.4.
   

                                                       Figure 1.4

1. The Select Product screen will appear, as shown in Figure 1.5.
   

                                                             Figure 1.5

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 1.2. 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 1.3 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 1.6

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 1.7. Select the required products and click "Add Closeout Item."   

                                                     Figure 1.7

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

1. Select Closeout Item: Enter the name of the item whose inventory is to be adjusted.
   
2. Select Adjustment Item: Enter the name of the item with which the inventory is to be adjusted.
   
3. Quantity: The quantity is auto-fetched as per the selected product.
   
4. Cost Each: The cost is auto-fetched as per the selected product.
   
5. 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.

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

2. 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 0.1 to edit the adjustment record.
   
2. The Edit Adjustment screen will appear, as shown in Figure 2.0.

                                                                                   Figure 2.0

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 2.1 shows. 
   

                                                                                                                                                             Figure 2.1

2: Delete: Click on this button to delete the adjustment record. 

                                              Figure 3.0

                                                           Figure 3.1

                                    Figure 2.0

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 3.0.
   

                                                                                   Figure 3.0

                                        Figure 3.1

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 0.1.
   
2. The Edit Adjustment screen will appear, as Figure 2.1 shows.
   
3. Click the "Delete" button. The warning dialog will appear, as Figure 3.1 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.