Adjustments are a simple way to alter inventory levels, both positive and negative amounts. This movement is applied immediately and tied directly to the logged-in user. The user first has to have permission to view or create adjustments. An adjustment can be altered or deleted as long as it has not been applied. If it has been applied, it can only be viewed.
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:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Inventory
- 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.
Adding a New Adjustment
Follow the steps mentioned below to add a new adjustment:
- Click the “Add New” button highlighted in Figure A above to add a new adjustment.
- The form highlighted in Figure B will appear on your screen.
- To add a new adjustment for the product, click on Advanced Search.
- The form highlighted in Figure C will appear on your screen.
- Click on Apply to move ahead with the selection. (You can only select one product at a time.)
- Click on Save (if you wish to keep making the changes), or else click on Apply.
- If you click on Save, the form highlighted in Figure D will appear on your screen.
- 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.
- 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.
- 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).
- 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.
- 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.”
- Delete: This button helps you delete the complete adjustment record.
- 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.
- Save & New: This button also helps you save the changes and refresh the screen with a new form.
- 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.
- Cancel: Cancel
button cancels all the changes/editions done in the "Add New" adjustment form.
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
the steps mentioned below to print the summary of the adjustment process:
on the “Print Summary” Button (See Figure
A) to download a copy of the records generated.
report will be downloaded as a local file immediately in a different format (See Figure F).
- Export Type: Adjustment records can be downloaded as a file type, e.g., PDF, CSV, or EXCEL as indicated in Figure F.
- Include Header: Turn this YES/NO slider to YES if you wish to include a header on your downloaded file; otherwise, set it to NO.
- Repeat Header on Every Page: Slide the YES/NO slider button to YES if you want the header on every page; otherwise, flip it to NO.
- Print Title on Every Page: Set the slider to YES, if you want the title on every page.
Copying an Adjustment
the steps mentioned below to copy the selected adjustment:
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.
clicking, a form shown in Figure G appears.
- 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).
This part of the document specifically answers your questions related to various fields provided on the “Add/Modify Form” (See Figure A).
Add/Modify Form Fields
- Date: This field is by default filled by the system, which evidently shows the current date.
- Memo: This is the field that gives some details about the adjustment.
- From Location: This is the name of the location where the adjustment of the items/products is being made.
Add Products to Adjustment Fields
- Name: It is
the name of the product/item.
- UPC: This is
the Unique Product Code by which a product is recognized in an inventory.
- QTY: It
defines the number of units that are being added to or supplied from a particular
- Cost: This is the amount for which the store bought the
- Total Cost: It is the result of no. of units of product X cost per product.
- Retail Each: This is the amount for which a unit of product is to be sold.
- 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).
- Edit Button: This button allows you to edit the quantity of the “Not Applied” adjustment.
- Delete: This button allows you to delete the entire adjustment record.
When you click on the edit/modify button, a screen
similar to Figure I appears.
- 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
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)
- Cancel: This button cancels all the changes made in the adjustment form.
- Save: The Save button allows you to save the changes you have made in the adjustment form.
- Status: This field shows the current status of the adjustment made, i.e., Applied/ Not Applied.
- Applied Date: It defines the date on which the adjustment is made.
- Applied By: This defines the person who applied the adjustment.
- # of Line items: This defines the number of adjustments made for different products/items.
- Total Retail: This is the total amount for all the units of product to be sold.
- Total Product Qty: This is the total number of product quantities that are selected in an adjustment process.
"Assigned To Do Task" Fields
- Subject: The subject appears to be the same as the adjustment memo.
- Notes: Fill in some notes to explain the task.
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