Create an Inventory Adjustment

The Inventory Adjustment screen is used to record product quantities that have become unusable (e.g. broken or spoiled) and need to be subtracted from the inventory of a particular storage location. Therefore, if an adjustment is created for a quantity of 20 pounds, then 20 pounds will be subtracted from inventory. You can also enter an adjustment to add to your inventory if necessary. In the Inventory screen, adjustments are subtracted when determining each product’s Book quantity. In order to add to inventory, a negative adjustment quantity must be entered.

Products are adjusted out of a specific storage location, so inventory cannot be adjusted if it does not exist in the specified storage. Also, the adjustment quantity entered cannot exceed the on-hand quantity. Inventory Adjustments cannot be edited, so check them carefully before saving.

 

1. From the Inventory menu, click Create Inventory Adjustment.
2. If necessary, edit the Adjustment Date.
3. Select a Daypart for the adjustment (optional).
4. Enter an Adjustment Memo to provide details for the purpose of the adjustment (optional).
5. If necessary, use the Funnel (Filters) icon to apply filters prior to retrieving the product list.
6. When ready, click Retrieve to populate the screen. All products matching the search criteria will be displayed. If the location uses lot tracking or you filtered the list to include all storage locations, some products may be listed more than once.

Note: You can click any column header to sort by the data in that column.

7. If necessary, you can add products to the list that are not in a particular storage. This allows you to adjust products IN to a storage that currently are not there. For detailed steps, click HERE.  If not, skip to Step 8.

1. To add one or more products to the transaction, click the Plus (Add) icon. This will display a selection panel in the lower part of the screen.
2. Click on the appropriate product/storage combination or press [CTRL] and click on multiple products.
3. Click the ^ (Add) icon to link the selected products or click the Double-Arrow (Add All) icon to add them all.
4. When finished, click the X (Close) or V (Collpase) icon in the selection panel to close/collapse it.
   If you collapse the panel, you can use the ^ (Expand) icon to reopen it.

8. Enter the Adjustment Quantity for each product. Unless allowed by corporate, this cannot exceed the On Hand quantity. If entering quantities for multiple products before making other selections or changes, the Up Arrow & Down Arrow keys can be used to navigate in this column.
9. Select the Unit of measure that should be adjusted. This will default to the inventory unit; the drop-down will also include any defined alternate count units and recipe units. The values displayed in the "Unit Cost" and "On Hand" columns will be calculated based on the unit selected.
10. Select a Qualitative Judgment to indicate the reason for the adjustment. (This field will be highlighted in red to indicate that it's required.)  <Pro Tip>

• To apply the same judgment to multiple products, use the drop-down in the header row, check the box in the Paste column for the appropriate products, then click the Paste button in the header.
• To apply the same judgment to all products, check the Paste box in the header row and click the Paste button. When applying to all, this will only select those with an Adjustment Quantity <> 0.

11. To proceed, click Add Selected Products. The screen will be filtered to display only products with an Adjustment Quantity and a Qualitative Judgment.
12. When ready, click Save. A confirmation message will be displayed, giving users the option of viewing a printable version of the transaction. If not, skip to step 15.
13. To do this, click View Printable Adjustment.  To download and print a copy of the transaction, click the Printer (Export) icon.
14. When finished, click the Close button.

 

 

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