The Initiate Adjustment feature in Summary Projects allows users to adjust quantities across multiple cycle counts combined in a summary project. This gives merchants the flexibility to manage inventory discrepancies more efficiently, especially when working with data from multiple locations.
How to Use Initiate Adjustment via Summary Project
Once a summary project is created, merchants can initiate adjustments for any discrepancies between the scanned and expected quantities. Here’s how to use this feature:
1. Initiate Adjustment
- From the Summary Project page, click on Initiate Adjustment.
- The system will list out all the cycle counts included in the summary project, showing the locations associated with each cycle count.
2. Select Location for Adjustment
- Choose the location where you want to apply the adjustment. This ensures that the quantities are updated in the correct place, reflecting the most accurate inventory levels.
- The system will use the scanned or manually adjusted quantities for the selected location.
3. Commit or Error the Transaction
- After selecting the location and adjusting the quantities, you can either:
- Commit the adjustment to finalize the changes.
- Error the transaction if corrections are necessary.
The Initiate Adjustment feature simplifies the process of handling discrepancies in summary projects, allowing merchants to quickly reconcile inventory counts and maintain accurate stock levels across locations.
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