Inventory Adjustments
The Inventory Adjustments screen allows for the addition or removal of inventory from the Warehouse. Adjustments handled here deal with corrections rather than item transfers.
1a. In ERP, in the Warehouse menu, click Inventory Adjustments.
1b. In SIS, in the Billing menu, click Inventory Adjustments.
The Inventory Adjustments defaults to the Drafts tab.
2. Enter the adjustment Title in the provided text box.
3. Select the Type of adjustment from the pull-down.
4. Click Create.
If the item should be added to the warehouse inventory, enter the item information in the Add Items section.
If the item should be removed from the warehouse inventory, enter the item information in the Remove Items section.
5. Select the Item from the corresponding pull-down in the applicale section.
6. Enter the number of Units in the provided text box.
The Average Unit Price and Total Price automatically calculate based on the Item selected and the number of Units entered.
7. Enter any applicable Notes in the provided text box.
8. Press the Enter key to save the line of data.
9. Enter as many items as needed using the bottom row to input new information.
10. As indicated in the Files section, drag files directly into the box to attach documents or click the Select button to browse for files.
Click the Scan File button to download Dynamsoft, which allows you to attach files directly from your scanner. In doing so, you will bypass saving the file to your computer first.
11. To add a comment, type the comment in the provided text box. Then, click Post.
12. Click Submit.
If you aren't ready to submit the adjustment, upon navigating away from this screen, the adjustment request saves automatically as a draft. See Inventory Adjustment Drafts for more information.
1a. In ERP, in the Warehouse menu, click Inventory Adjustments.
1b. In SIS, in the Billing menu, click Inventory Adjustments.
2. From the Drafts tab, navigate to the Existing Drafts section.
The Existing Drafts section displays the Name, Type, and Create Date.
3. Click the delete button (red minus sign) to delete the draft.
4. Click the Name field to edit the name of the draft.
5. Click the Type pull-down to change the selection.
6. Click View to open, edit, and submit the inventory adjustment.
See Creating an Inventory Adjustment for information on completing an inventory adjustment.
1a. In ERP, in the Warehouse menu, click Inventory Adjustments.
1b. In SIS, in the Billing menu, click Inventory Adjustments.
2. Click the Adjustment History tab.
The Adjustment History tab displays the Name of the adjustment, Adjustment Type, Created date and time, Adjustment Amount, Processed date and time, and the Requester.
3. Click View to open the inventory adjustment.
4. Click Print to download the file to your computer which can be saved for later or opened and printed.
Click the Excel icon in the Export section to export the table of data to an Excel spreadsheet, which can then be saved to your computer.
Click the Printer icon to print the table of data.
Click the Filters button to filter data and apply filter rules.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for additional filtering rules.
For more information, see Filters.
Click on any of the headers to sort data. Click once for ascending results; click twice for descending results.
