Inventory Adjustment

Inventory | Inventory Movement | Inventory Inquiry

Inventory Adjustment

Allows the user to adjust the quantity of items on a specific warehouse

Requirements before using Inventory Adjustment

• The user should setup the following Maintenance Module in order to proceed on using the Inventory Adjustment
  1. Brand
  2. Chart of Account
  3. Item Master
  4. Warehouse

Inventory Adjustment Notice

Notes:

• The system will lock for a mean time when a user proceed to use the Inventory Adjustment.

Inventory Adjustment List

Notes:

• For easier access on a specific Item, the user can filter the search by Warehouse, Brand, Item or both

• The Warehouse status should be active to proceed on the Inventory Adjustment.
  • This can be seen in Warehouse Maintenance Module
• The Item status should be active in order to adjust the item quantity on the Inventory Adjustment.
  • Items can be seen in Item Master Maintenance Module
• Every Inventory Adjustment performed will be seen in Inventory Movement Module.

Performing Inventory Adjustment

1. Click Inventory Adjustment under Inventory Menu
2. Take note that there is also other users that using the system. Make sure to give them a heads-up that you will be doing an inventory adjustments. Click Proceed to continue.
3. Select Warehouse
4. Choose an Item that needs to be Adjusted then adjust its Quality using the (+) and (-) Button.
5. An adjustment modal will appear. Make sure to fill up the necessary information on the fields then click Save. Note: Fields with * are require fields
6. The movement of items can be seen in Inventory Movement Module. Clicking the Reference No. of the Adjustment will provide a clearer detail of the adjustment
   • The user may print the inventory adjustment record by clicking the print button under view Adjustment in Inventory Movement Record

Beginning Balance Setup

The user should set up the following modules in order to Import Beginning Balances.

1. Item Class
2. Item Master
3. Item Type
4. Unit of Measure
5. Warehouse

Import Beginning Balance

1. Click Inventory Adjustment under Inventory Menu
2. Take note that there is also other users that using the system. Make sure to give them a heads-up that you will be doing an inventory adjustments. Click Proceed to continue.
3. Under Inventory, Click Import Beginning Balance
4. Choose the date of the Beginning Balance to take effect before proceeding or click skip.
5. Download the Template provided in Step 1.
6. Fill up the information needed for each column of the template.
7. Upload the updated template then click Import to proceed

Import Beginning Balance Fields

Field	Description	Allowed Inputs	Input Restrictions	Required Field
1.Item Code	Reference Code of an Item	Item Code provided in Item Master Maintenance Module	Any inputs not mentioned in the required inputs	Yes
2.Item Name	Name of an Item corresponds to its Item Code	Item Name provided in Item Master Maintenance Module	Any inputs not mentioned in the required inputs	Yes
3.Warehouse	Warehouse assigned to the item	Warehouse Name provided in Warehouse Maintenance Module	Any inputs not mentioned in the required inputs	Yes
4.Quantity	Quantity of an Item	Numeric	Any inputs not mentioned in the required inputs	Yes
5.Price	Beginning Unit Price of an Item	Numeric	Any inputs not mentioned in the required inputs	Yes

Notes:

• Import Beginning Balance will only be available if there are no transaction records done by the user.