Adjustment

Inventory adjustments are corrections of inventory or stock records to bring them into an agreement with the findings of the actual physical inventory. Inventory adjustments are increases or decreases made in inventory to account for theft, loss, breakages, and errors in the amount or number of items received.

Inventory Adjustment is a 2-way process:

Step 1: Create Adjustment 

Step 2: Commit Adjustment

Create Adjustment

To start an adjustment process follow the below steps

1. Click the 'Adjustment' button from the home screen. All the recent adjustments will be listed on the adjustment page.
   
   
2. To create a new adjustment, click on the ( + ) button at the bottom of the screen.
3. Choose the location.

4. Types of Adjustments

   When adjusting inventory, users can choose between two types of adjustments based on their requirements:

   1. Final Quantity Adjustment
      Selecting this option allows users to set the final quantity of an item in the selected store. The quantity entered on the subsequent screen will become the definitive quantity of the item in inventory, effectively overriding the existing stock level.

   2. Write-Off Adjustment
      This option enables users to remove a specific quantity of an item from the inventory. The quantity entered on the next screen will be deducted from the current stock, reflecting a reduction due to damage, loss, or other reasons.

5. Click on Create Adjustment
6. Wave your device while pressing and holding the trigger to scan RFID tags or click on the Barcode icon at the bottom of the screen to scan the barcode of the products.   
7. If you have opted for Final Qty Adjustment from the above screen, then the quantity entered in the next screen (shown below) will be the final quantity of the item in the selected store. If you have opted for Write Off Adjustment then the quantity entered in the next screen will be removed from the inventory.
   
8. Scanned items will be listed on the item details screen (shown above), with Item UPC, Quantity, and Item Name. Once inventory scanning is completed, click on the INITIATE ADJUSTMENT button to initiate adjustment.

Commit Adjustment

To commit an adjustment  follow the below steps

1. Click the 'Adjustment' button from the home screen. All the recent adjustments will be listed on the adjustment page.
2. Click on the transaction number to view the adjustment details.
3. Click on the COMMIT button to complete the adjustment.

Error Adjustment

1. The user also has the option of closing/canceling the adjustment before committing. To close the adjustment, click the ERROR button which will close the order which technically means that the adjustment is canceled.

Adjustment History

The history of all committed adjustment transactions for the last 7 days will be listed here.

To view, the transactions click on the History button.

               

Articles in this section

• Introduction
• Getting Started
• Cycle Count
• Master Item
• Tags Printing
• QOH
• Receiving
• Transfer
• Adjustment
• Locate Item

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