How Can I Make Inventory Adjustments without Receiving or Performing a Physical Inventory?

This lesson will teach you how to make adjustments to your inventory quantity on hand for individual items.

Inventory Control

Inventory Control

From the Main Menu, click on "Inventory Control".

Purchases/Adjustments

Purchases/Adjustments

From Inventory Control, click on "Purchases".

Purchases/Adjustments

Purchases/Adjustments

Click "New".

Select Options

Select Options

1) Click to select "Adjustments".

2) Click "OK".

Add An Adjustment

Add An Adjustment

Click "Add".

Enter Stock #

Enter Stock #

1) Type in the 6 digit or 12 digit PLU number for the item you wish to adjust.

2) Click "OK".

Entering Adjustment Quantity

Entering Adjustment Quantity

1) You can enter an invoice reference # for this adjustment for internal purposes. You can set the date to when the item was actually adjusted in inventory and the accounting period.

2) Click in the field for Qty. Type in the amount you wish to adjust. To remove an amount from the On Hand Quantity. Precede with a dash (minus sign). To add an amount simply type the number.

You can continue adding as many items as you like to this list.

3) When you have completed your list of adjustments, click "Apply".

Print Statement

If you would like a print out of your adjustments, click "Yes".

Exiting Puchases/Adjustments

Exiting Puchases/Adjustments

Click on "Quit".

If I Make A Mistake

If I Make A Mistake

Quantity adjustments are not final until they are applied. If you make a mistake you can correct it in the quantity field or click on 1)"Cancel". And then click on 2)"Close" without applying.