Manual Adjustments Report

Manual Adjustments Report

Overview

In certain inventory-handling scenarios — such as damaged items, inventory loss, or system discrepancies — manual adjustments to the on-hand quantity may be necessary.
The Manual Adjustments Report provides a summarized view of all manual inventory adjustments within the selected date range. It includes key details such as:
  1. Store Name – Identifies the location where the adjustment occurred.
  2. Adjusted By – Displays the name of the user who performed the adjustment.
Adjustment Details – Includes:
  1. Number of damaged goods
  2. Inventory loss
  3. Adjustments due to system issues
  4. Various other adjustment types
The report displays inventory adjustment records based on the selected filter options, ensuring users see only the most relevant data.

Reaching the "Manual Adjustments Report"

To reach the "Manual Adjustments Report," follow the below steps (see Figure 0.1): 
  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 

Figure 1.1 below will help you understand the navigation better.


                                                                                       Figure 0.1


Understanding the "Manual Adjustments Report"

See Figure 0.2. 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 0.2
  1. By clicking "Manual Adjustments Report," you will be redirected to the "Manual Adjustments Report," where you can see relevant filtering and sorting options.
  2. From the "Manual Adjustments Report" page, you will see the "Choose Report" drop-down selection.
  3. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  4. Search for "Inventory Report" from the list and click on it.

                                                                                           Figure 0.3

1. Generating the "Manual Adjustments Report"

To generate the "Manual Adjustments Report," follow the steps below. (See Figure 0.3 above.)
  1. Enter the information in the fields and click on "Generate Report."

                                                                                           Figure 1.0
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 mentioned.
  3. Adjustment Type:
    1. OTHER: In this column, the manual adjustment that 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 manual adjustments that were done at the particular store location in the selected date range.
    2. Damaged: In this column, the number of manual adjustments that have been done because the items were damaged is displayed under the Damaged column in the report.
    3. Inventory Lost: In this column, the number of manual adjustments where there has been some inventory loss is displayed under this column for the selected store and in the selected date range.
    4. Unknown Reasons: This column, the manual adjustments that are categorized under Unknown Reason Type.
    5. System Issue: In this column, the manual adjustments that have been made if there has been some inventory loss are mentioned. 
    6. Counting Error: The manual adjustments that have been done for the adjustment type - Counting Error for the selected store and in the selected date range.
    7. Outdated Stock: The manual adjustments that were done for the adjustment type - Outdated Stock for the selected store and in the selected date range.
    8. Known Theft: The manual adjustments that have been done for the adjustment type - Known Theft for the selected store and in the selected date range.

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 2.1

You will see the different tabs to filter the items for the item "Manual Adjustments Report." You can choose the required filter category.


                                                                                                Figure 2.2
  1. You can select the saved custom filter from the drop-down selection.
  2. The "Manage Filters" button will open the list of saved custom filters. See Figure 2.3.

                            Figure 2.3
  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 2.1.1.1 below.


                                                                                                  Figure 2.1.1.1

See Figure 2.1.1.1. 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. Category: If you select "Category," you will see the product's category-wise data in the list report. You need to select the level from the Category drop-down selection. 
  4. Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific inventory data in the report of the items that are transferred.
  5. Vendor: If you select "Vendor," you will get vendor-specific inventory data for the group that is entered in the product details. 
  6. Department Tag: If you select "Department Tag," you will get the department-tag-wise data for the group that is entered in the product details.

                                                                            Figure 2.1.1.2

Select the items from the left results to the Selected List.

1. Selected List: You will have one flag to decide whether you want to Include or Exclude the selected records when Figure 2.1.1.2  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 2.1.1.2 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 2.1.1.2 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 2.1.2.1
  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 2.1.2.2

3. Date Range and Presets

You can filter your sales data in the report by selecting the date range as well as a specific time.
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.
  1. Start Date: This sets the starting date for the selected date range.

                                                                                                  Figure 3.1
  1. End Date: This sets the end date for the selected date range.
                                                                                                                                                                                                                                                                                                                           Figure 3.2
  1. Presets: This label is provided to select the specific duration/interval to generate the manual adjustments inventory data.

                                                                                          Figure 3.3

4. Checkbox Filter

4.1. 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 4.1.1

4.2. Group By Store:

This filter will group the report by store location to get a precise view of adjustments location-wise. 
 
                                                                                Figure 4.2.1

4.3. Group By User:

This filter will group the report by user to get a precise view of user-specific adjustments. 
                                                                                          Figure 4.3.1

5. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

6. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

7. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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