Adjustments Overview

1. What an adjustment is
2. How to create a new adjustment
   
3. How to apply the adjustment
   
4. How to edit, copy, and delete the adjustments 
   

 1. Reaching Adjustments

1. Step 1: Log into Control Center
2. Step 2: Choose Store
   
3. Step 3: Choose Inventory
   
4. Step 4: Choose Adjustments

Figure 1.1

2. Understanding the "Adjustments" Layout 

Please refer to Figure 2.1 and the descriptions of the buttons and fields below to understand the layout of the "Adjustments" section. 

Figure 2.1

1. 1. Add New: This button allows you to add a new adjustment.
   
2. 2.1: Search Item: This button allows you to search for an adjustment record by product name or UPC. 
   
3. 2.2: Filter Range: This button allows you to view the adjustment records for the selected date range. Select the required dates in the Start and End fields, then click the "Filter Range" button to display the adjustment records for the specified date range.
   
4. 3.1: Edit Adjustment: This button lets you edit the adjustment record. 
5. 3.2: View Notes: This button lets you view the notes added to the adjustment, if any. When you click this button, the Notes History screen will appear, as shown in Figure 2.2. It will display all notes added to the transfer, along with information about the user who added them and timestamps. 
   

Figure 2.2

1. 3.3: Delete Adjustment: This button allows you to delete the adjustment before it is applied. Once the adjustment has been applied, it cannot be deleted.
   

3. Adding a New Adjustment

1. Click "Add New," shown in the top right corner. 
   
2. The View Adjustment screen will appear, as shown in Figure 3.1.
   

Figure 3.1

1. The View Adjustment screen includes five sections. 
   

1. Adjustment Information

2. Add Products to Adjustments

3. Adjustment Details

5. Adjustment History 

4. Action Buttons 

[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, allowing you to select the desired date.  
   
2. Memo: Write down the relevant notes. 
   
3. From Location: Select the store location for which you are creating the adjustment.  
   
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." Please enter the reason for creating the adjustment. 
   

[2] Add Products to Adjustments

You can just select the product for which you want to create the adjustment. You can search for the product by its UPC or select "Advanced Search" for additional options.

Select the product using the UPC:

1. Write down the UPC in the Search field shown in Figure 3.2, click the "Search" button, or press the Enter key on your keyboard. 
   

Figure 3.2

1. The Add Adjustment Item screen will appear, as shown in Figure 3.3. 
   

Figure 3.3

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. The system will fetch the cost based on the following conditions:
5. If the “Enable Average Cost” setting in “Product/General Settings” is set to “Yes,” the system will fetch the average cost. 
6. Suppose the “Enable Average Cost” setting in “Product/General Settings” is set to “Yes,” but the product has not yet established an average cost. In that case, the system will fetch the cost from the applicable Pricebook Zone. 
7. If the “Enable Average Cost” setting in “Product/General Settings” is set to “No,” the system will fetch the cost from the applicable Pricebook Zone. 
   

How is the Average Cost calculated? 

Average cost is calculated as: (Older Cost of the Item + New Cost of the Item) / 2.

6. Adjustment Type: This field shows the adjustment type you selected. 
   

2. Once you enter the quantity you want to adjust, click "Add." You can repeat this process to add multiple products. 
3. The system will add the product to the adjustment, as Figure 3.4 shows. 
   

Figure 3.4

Column Titles: Each column title indicates the type of information in the column. 

Add: Use the Add icon button to add a closeout item to the adjustment. (The Add icon will only be available for adjustments with negative quantities.) 

Edit: Use the Edit icon button to edit the item quantity. 

Delete: Use the Delete icon to delete the product from the adjustment. 

Add the product using Advanced Search:

1. Click on the "Advanced Search" button highlighted in Figure 3.5.
   

Figure 3.5

2. The Select Product screen will appear, as shown in Figure 3.6.
   

Figure 3.6

1. 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. 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. 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. 4: Click "Apply." 
   

3. The Add Adjustment Item screen will appear, as shown in Figure 3.3. Enter the quantity you want to adjust and click "Add." You can repeat this process to add multiple products. The product will be added to the adjustment, as Figure 3.4 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. 

 Figure 3.7

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. 
   

[5] Adjustment Change History

This section indicates when the last adjustments were made and who was responsible for them.

 Figure 3.8

1. Last Modified At: This field shows the date and time when the last modifications were made to the adjustment. 
2. Last Modified By: This field shows the person's name who made the last modifications. 

[5] Action Buttons

 Figure 3.9

1. Cancel: This button allows you to cancel the adjustment or the changes made to it. 
   
2. Add Closeout Item: This button allows you to add a closeout item to the adjustment if necessary.
   
3. Apply: This drop-down lets you apply the adjustment. It has two options: 
   
1. Apply: Click this option to apply the adjustment.
   
2. Apply & New: When you click this button, the system applies the adjustment and opens a new View Adjustment screen for you to create a new adjustment. 
   
4. Save: This drop-down option allows you to save the adjustment. It has three options: 
   
1. Save: This button lets you save the changes you have made at any point. 
   
2. Save & New: If you click the "Save & New" button, the system saves the adjustment and opens the new View Adjustment screen, where you can add another adjustment. 
3. Save and Close: Clicking the "Save and Close" button saves the adjustment and directs you to the Adjustments screen.  

 4. Editing an Adjustment 

Once the adjustment is applied, you can’t make any modifications to it. 

1. Click the Edit button highlighted in Figure 2.1 to edit the adjustment record.
   
2. The View Adjustment screen will appear, as shown in Figure 4.1. 
   

Figure 4.1

1.1: Add Notes: This button enables you to add notes related to the adjustment record.

1.2: View Notes: This button lets you view the notes added to the adjustment, if any. When you click this button, the Notes History screen will appear, as shown in Figure 2.2. It will display all notes added to the adjustment, along with information about the user who added them and timestamps. 

2: Copy Adjustment: Use this button to copy the adjustment. 

3. Print Report: Use this button to print the adjustment report. 

4: Delete: Use this button to delete the adjustment record. 

1. Make the required changes and click "Save." 

Figure 5.1

Figure 5.2

6. Printing the Adjustment 

1. Click the "Print Report" button, highlighted in Figure 4.1.
   
2. The Print Report screen will appear, as shown in Figure 6.1.
   

Figure 6.1

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. To download it, click the Download icon; to print it, click the Print icon.

7. Deleting an Adjustment

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

1. Click the Delete button shown in Figure 2.1.
   
2. A warning dialog will appear with two related options, as shown in Figure 7.1.
   

 Figure 7.1

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

1. Click the Edit icon highlighted in Figure 2.1.
   
2. The View Adjustment screen will appear, as shown in Figure 4.1.
   
3. Click the "Delete" button. A warning dialog will appear, as shown in Figure 7.1.  
   
1. Click “Yes, Delete” to continue deleting the adjustment record.
   
2. Click “Cancel” to close the pop-up and skip the deletion process.

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.