Inventory Adjustments

Overview

There are three types of inventory adjustments:  i) quantity, ii) cost, and iii) transfer.  Quantity adjustments are used to adjust the quantity of inventory items, cost adjustments are used to adjust the cost of inventory items, and transfer adjustments are used to transfer a quantity of inventory items from one inventory location to another.  To access inventory adjustments go to the “Home” menu and click on “Inventory Adjustments” in the left menu.  To sort the list of inventory adjustments click on the column header for the criteria you want to sort by.  To filter the list of inventory adjustments click on the "Filters" button, select filters and click "Save", and to remove filters click the "Reset" button.

Creating inventory adjustments

Users can create inventory adjustments one at a time or by importing them from a CSV file.

To create an inventory adjustment complete the following steps:

  1. From the “Home” menu click on “Inventory Adjustments” in the left menu
  2. Click on the “+ New” button above the list of inventory adjustments
  3. Click on the type of inventory adjustment you are creating 
  4. Enter inventory adjustment information
  5. Click the "Save" or the "Save + New" button at the bottom of the form

For information on how to import inventory inventory adjustments see Importing inventory quantity adjustments, Importing inventory cost adjustments, and/or Importing inventory transfer adjustments

Copying inventory adjustments

To copy an inventory adjustment complete the following steps:

  1. From the “Home” menu click on “Inventory Adjustments” in the left menu
  2. Click on the inventory adjustment that you want to copy
  3. Click on the "More" button
  4. Click on “Copy”

After completing the steps above a new inventory adjustment will be created which you can then edit and save.   

Editing inventory adjustments

To edit an inventory adjustment complete the following steps:

  1. From the “Home” menu click on “Inventory Adjustments” in the left menu
  2. Click on the inventory adjustment that you want to edit
  3. Click on the "Edit" button and make any changes you want
  4. Click on the "Save" or "Save + New" button at the bottom of the form

Printing inventory adjustment detail

To print inventory adjustment detail complete the following steps:

  1. From the “Home” menu click on “Inventory Adjustments” in the left menu
  2. Click on the inventory adjustment that you want to print
  3. Click on the "More" button
  4. Click on “Print Page”

Voiding inventory adjustments

To void an inventory adjustment complete the following steps:

  1. From the “Home” menu click on “Inventory Adjustments” in the left menu
  2. Click on the inventory adjustment that you want to void
  3. Click on the "More" button
  4. Click on “Void”

Note that once you void an inventory adjustment you cannot unvoid it.