Manual Adjustments Report

Manual Adjustments Report

Manual Adjustments Report Overview

In some inventory-handling situations, like damaged items, inventory loss, or system issues, it requires manual adjustment of the on-hand quantity. This particular report type is a summary of all the manual adjustments within the selected range and will display the store name, the name of the person that applied the adjustments, the number of damaged goods, inventory lost, system issues, and various adjustment types. The system will display the records of inventory adjustment data only according to the selected filter options. 

Reaching the Manual Adjustments Report

To reach the Manual Adjustments Report, follow the below steps. (See Figure A)
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Manual Adjustments Report
See Figure A. You will see many types of inventory reports that will be useful to your retail business. By clicking the "Choose Report" drop-down menu, you will see the different types of inventory reports.


                                                                                               Figure A
By clicking "Manual Adjustments Report," you will be redirected to the "Manual Adjustments Report," where you can see relevant filtering and sorting options.


                                                                                             Figure B

1. Generating the Manual Adjustments Report

To generate the "Manual Adjustments Report," follow the steps below. (See Figure B above.)
  1. From the "Manual Adjustments Report" page, you will see the "Choose Report" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Search for "Inventory Report" from the list and click on it.
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Manual Adjustments Report" will be displayed as highlighted in Figure C.
  1. Show All: '"Show All" will display all the reports within the selected date range.
  2. Custom Filter: "Custom Filter" will display the report with selected filters and in selected stores.
                                                                                                             Figure C

Fields:

  1. Store Name: This column displays the name of the store location where the manual adjustment has been applied.
  2. Applied By: This column displays the name of the person who handled the manual adjustment for the adjacent store.
  3. Adjustment Type:
    1. OTHER: In this column, the manual adjustment has been created under the "OTHER" adjustment type for reasons other than damaged items, inventory loss, or system issues. The number mentioned in the column denotes the number of items that have been adjusted at the particular store location.
    2. Damaged: In this column, the number of items that have been manually adjusted because they are damaged is mentioned.
    3. Inventory Lost: In this column, the number of items that have been manually adjusted if there has been some inventory loss is mentioned.
    4. System Issue: In this column, the number of items that have been manually adjusted if there has been some inventory loss is mentioned. 
    5. Adjustment Type-1: This is another adjustment type where manual adjustment of "X" items is mentioned.
    6. Adjustment Type-2: This is another adjustment type where manual adjustment of "Y" items is mentioned.

2. Filter Options:

Let's understand the custom filter options to generate the "Manual Adjustments Report" by setting up specific criteria.

2.1 Save Filter and Custom Filters for the "Manual Adjustments Report"

You can generate the "Manual Adjustments Report" for all store locations with the "Show All" option or a customized report with "Custom Filter." 


                                                                                       Figure D
You will see the different tabs to filter the items for the item "Manual Adjustments Report." You can choose the required filter category.
  1. You can select the saved custom filter from the drop-down selection.
  2. The "Manage Filters" button will open the list of the saved custom filters. See Figure E.

                            Figure E
  1. Select Filter: You can select any filter from the list to generate the desired "Manual Adjustments Report." Select the filter from the list and then click on the "Select Filter" button.

2.1.1: Filter Items by Different Categories

Select the "Manage Filter Category," say "UPC," and you will see many options listed below. See Figure F below.


                                                                                       Figure F

See Figure F. Now, let's see how to check the "Manual Adjustments Report" with different filters. The data in the "Manual Adjustments Report" can be filtered into different categories as well. The filter options are:
  1. UPC: It stands for Universal Product Code (UPC), which helps in tracking items at the store. This UPC column displays the UPCs of the items that are listed. 
  2. Department: If you select "Department," you will see a report of items that are transferred department-wise. 
  3. Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific inventory data in the report of the items that are transferred.
  4. Vendor: If you select "Vendor," you will get vendor-specific inventory data for the group that is entered in the product details. 

                                                                                          Figure G

1. Selected List: You will have one flag to decide whether you want to "Include" or "Exclude" the selected records when Figure G is generated.
  1. Include: If the flag is selected as "Include," it means the "Manual Adjustments Report" will be generated by applying the selected records. See Figure G above.
  2. Exclude: If the flag is selected to "Exclude," it means the "Manual Adjustments Report" will be generated without including the selected records. See Figure G above.
2. Clear Selection: You can remove any record from the list by clicking the "Remove" (x) icon. If you want to remove the whole selection, click the "Clear Selection" button.
 
2.1.2 Save Custom Filter

You can also save the configured custom filters for future use. By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the custom filter.


                                                                              Figure H

  1. Enter the name of the custom filter and click the OK button to save it.
After saving the custom filter, the saved custom filters will appear in the drop-down selection. You can select the required custom filter from the list for the Manual Adjustments Inventory Report.

                                   Figure I

3. Date Range and Presets

You can filter your sales data in the report by selecting the date range as well as specific times.
By clicking the edit box, you will get a tiny calendar to select the specific date range. You can also manually enter the date in mm/dd/yyyy format.

3.1 Start Date: This sets the starting date for the selected date range.

                                                                                      Figure J
3.2 End Date: This sets the end date for the selected date range.

                                                                                       Figure K
3.3 Presets: This label is provided to select the specific duration/interval to generate the manual adjustments inventory data.

                                                                                                 Figure L

4. Checkbox Filter

1. Show Details: 

This filter will display the other adjustment details that are not covered in the Manual Adjustments Report generally, such as Reason, Comment, Adjust Qty, and Adjust Amount.

                                                                               
                                                                               Figure M

2. Group By Store:

This filter will group the report by store location to get a precise view of adjustments location-wise. 
 
                                                                                       Figure N

3. Group By User:

This filter will group the report by user to get a precise view of user-specific adjustments. 


                                                                                                      Figure O

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