Version 5.9
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The Adjust Inventory screen is called by the [Adjust QOH] button on the Inventory and Select Items screens, and the [QOH] button on the Orders screen. It is used to manually alter the number of units for a given product, or can be used to transfer inventory between Single- Unit SKUs and Lot SKUs. System parameter AllowAdjustInventory controls the availability of the Adjust QOH buttons.
The datasheet at the bottom of the page shows any outstanding orders for the product with its suppliers. If the supplier's QOH information is being used for the currently viewed product, there will be a notice in the lower left-hand side of the screen. In that case, the user will not be able to adjust the product's QOH via the Adjust Inventory screen.
If system parameter TrackInventoryAdjustments is set to TRUE, the program will require that the editors identify themselves and provide a reason for the adjustment. Reasons are defined by the user.
At this time, manual adjustments to inventory QOH are not automatically sent to QuickBooks. You must use the Inventory Adjustments report and manually create a journal entry in QuickBooks.
Figure 1: Adjust Inventory screen
this field will display the current number of units of which the program is aware
the program will initially display a zero in this field; over-type the zero with the number of units to add to the starting quantity
the program will initially display a zero in this field; over-type the zero with the number of units to subtract from the starting quantity
this field will contain the sum of the Starting Quantity and the Quantity to Add or Quantity to Subtract fields
or, this field can also be edited directly to enter the correct QOH for the selected item
select the appropriate pre-defined reason why the QOH of the current product is being altered
the entries in the list are defined by the user by editing QOHReason via the List Maintenance feature
when system parameter TrackInventoryAdjustments is set to TRUE, the user will be required to make a selection from one of these drop-down lists
choose the name of the person that is making the change to the product's QOH from the drop-down list
the drop-down is populated by the list of Sales People which can be edited via the List Maintenance feature of the program
this is a required field if system parameter TrackInventoryAdjustments is set to TRUE
when checked, this box will cause the program to send the new QOH data to the web sites (shopping carts) that are defined within the current store data file; the shopping cart must support, or be able to accept, QOH changes from the Order Manager
this box is automatically checked if system parameter SynchQOH is set to TRUE; it can be temporarily overridden for a product by manually un-checking the box when making a change in QOH
click this button to make the QOH change and exit the Adjust Inventory screen
click this button to abort the change to the QOH total
if the current product record is a Lot SKU or a Single Unit SKU, click this button to break a Lot SKU unit into Single-unit SKUs or vice versa; the Transfer Inventory screen will open
refer to the Knowledge Base article, Transfer Inventory Screen for more information about that process
located at the bottom of the screen, this section will display any orders for, and the number of units of, the current product with each of its suppliers
Created: 1/11/11
Modified: 2/25/13
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