Receiving Adjustment Custom Report

October 30, 2025 10:03

The Receiving Adjustment Custom Report is designed to give users a clear comparison between original receiving transactions and any subsequent receiving adjustments.
This report helps identify operational and financial impacts caused by adjustments - especially those made after the items have already been received or sold.

By highlighting these differences, users can better understand how late changes affect inventory accuracy, costs, and reporting consistency.

Provides side-by-side comparison of original receivings and their related adjustments.
Displays item-level details, including cost and quantity changes.
Supports filtering by date, venue, location, and vendor for precise analysis.
Delivers the final report directly to your email in CSV format for easy review and sharing.

You can access this report from:

Reports → Custom Reports → Receiving Adjustment Report

Select a date range for your report.
Choose relevant filters like Venue, Location (Store or Warehouse), and Vendor.
Enter your email address to receive the report.
Click Export.

Once submitted, the system will process your selections and send the generated CSV file to your inbox.

Report Details

The report includes the following sections:

Item Details: Describes the product associated with the receiving record.

Item ID
UPC
Item Name

Original Receiving Details: Displays the original receiving transaction details, including cost and quantities.

Receiving #
Receiving Date
Received By
Received Qty
Item Cost
Ext. Cost

Adjusted Receiving Details: Shows the corresponding receiving adjustment made to the original entry.

Receiving Adjustment #
Receiving Adjustment Date
Adjusted By
Adjusted Qty
Adjusted Item Cost
Adjusted Ext. Cost

The report displays original and adjusted receiving records side-by-side for easy comparison.

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