Inventory Adjustment Report

The Inventory Adjustment Report offers insights into inventory adjustments caused by shrinkage or damage, aiding in accurate record-keeping and decision-making. 

Navigate to Reports → Inventory Reports → Inventory Adjustment Report

Run this report to view the adjustment transaction item details for a selected date range. This report shows the inventory adjustments you made during a period or any other chosen filters. We support filters such as:

Pre Set day Filter

Choose from the convenient list of predefined rolling time ranges, spanning the current day/month, and the previous day/month, over which to run the report.

Adjusted From

Choose the first day and time from which to gather report data.

Adjusted To

Choose the last day and time from which to gather report data.

We also support filters such as Item ID,/Name Venue, Location (Store/Warehouse), Vendor, Team, Committed From, Committed To, Reason Code, Status (All, Close, Error).

Status Filter: allows users to filter adjustments based on their status (All, Close, Error).

In addition to the existing Creation Date filter, a new filter for Commit Date has been added:

• Committed From: The starting date for filtering adjustments based on when they were committed.
• Committed To: The end date for filtering adjustments based on their commit date.

The Inventory Adjustment grid includes the following additional columns:

• Reason Code: Displays the reason behind the inventory adjustment.

• Initiated By: Shows the user who initiated the adjustment.
• Committed By: Indicates the user who finalized (committed) the adjustment.

• Team column has been added to the Summary Grid, allowing better visibility of team details linked to each adjustment.

• Receipt screen have ‘Reason’ to reflect the purpose of the adjustment more accurately.

Add or Remove Columns in your Reports

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, but you can’t save the edited report and reopen it later.

1. Open a report.
2. Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.
3. Check the columns you want to add. Uncheck the columns you want to remove.

Note: The Adjustment Report displays a new column labeled "Reason Code". The Reason Code accurately reflects the specified reason for each adjustment.

Filter your Reports

You can filter reports to narrow down the information that is shown by default. For example, you can add a filter to show only transfers for a specific source, destination, category, etc. By filtering the data that is displayed on a report, you can view only the data that is important to you. 

You can also add or remove columns in your reports. Any filters or edits that you apply are saved as defaults.

The following procedure shows how to filter the data on the report. You can modify this procedure to filter the data on the report that you are working with.

1. Open a report.
2. Click Filters.
3. Select a Column
4. From the drop-down list, select the operator Contains, Not Contains, Equals, Not Equals, Starts With & Ends With.

5. In the filter box, type any value that you want to filter by.

   If you want to filter Venue by a value that is "Indianapolis", then select the operator Equals and give the values as "Indianapolis" which will give a result of adjustments done on "Indianapolis" venue.

   

For all inventory adjustments, the reports include the following key data points:

1. Venue
2. Location
3. Initiated Date
4. Committed Date
5. ItemID
6. Product ID
7. Product Name
8. UPC
9. Item Name
10. Department
11. Category
12. Sub Category 
13. Style
14. Color
15. Size
16. Brand
17. Season
18. Team
19. Tertiary Vendor
20. Final QTY
21. Unit Cost
22. Secondary Vendor
23. Primary Vendor
24. Initiated By
25. Committed By
26. Location Type
27. Transaction #
28. Adjusted QTY
29. Extended Cost
30. Initiate Reason Code
31. Commit/Error Reason Code
32. Status
33. Remark 

When generating a report by "Consolidate by Transaction", additional data points are displayed:

1. Venue
2. Location
3. Initiated Date
4. Committed Date
5. Initiated By
6. Committed By
7. Location Type
8. Transaction Number
9. Adjusted QTY
10. Extended Cost
11. Initiate Reason Code
12. Commit/Error Reason Code
13. Status
14. Remarks

Note: When the "Consolidate by Transaction" option is unchecked:

• The report displays the transaction number for each adjustment.
• Transaction numbers correspond to the respective adjustments and align with the underlying data.

Download the report as an excel file

You can download the information in the report as a spreadsheet in Excel format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

1. Generate the report as required.
2. Click the icon in the top right
3. The report will be downloaded as an Excel file.

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