How to do an inventory adjustment?
In this article we will go over using the inventory adjustment screen and the different types of inventory adjustments you can use.
Inventory Adjustment Screen
Where is the Inventory Adjustment Screen?
Explaining the Open Adjustments Screen
Creating a new adjustment
Adjust Parts Screen - Standard
Keep in mind you can enter negative amounts when adjusting parts on this screen, This will tell the system there is a reduction of the current on-hand, while a positive is adding to the on-hand. For an example like theft above we'd actually want to do a negative amount, unless we stole the part ourselves.
Adjust Parts Screen - Serialized + Tires
If you selected "Tire" the only difference will be a column titled "Scrap", this is another way to reduce the on-hand of a tire based on the specific instance of the tire.
Keep in mind you aren't able to make positive adjustments to serialized parts as the serial number needs to exist prior to making the adjustment. You'll need to receive new on-hand of this part to add a serial number, you can then make adjustments if needed.
Adjustment Types
To remove an adjustment type you'll want to make it inactive by unchecking "Active". You can only delete them as they're being created, prior to pressing OK.
Inventory Adjustment History
You can export this screen into an XLS document using the Export button. This is useful for reference if you're looking at past adjustments in bulk.