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Difference between revisions of "Inventory Adjustment"

 
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=====Inventory Adjustment Notice=====
 
=====Inventory Adjustment Notice=====
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[[File:Inventory - Inventory Adjustment - Notice.png|border|center|641x641px]]
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 +
 
Notes:
 
Notes:
  
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=====Inventory Adjustment List=====
 
=====Inventory Adjustment List=====
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[[File:Inventory - Inventory Adjustment - Record List.png|border|center|1500x1500px]]
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 +
 
Notes:
 
Notes:
  
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**Items can be seen in [[Item Master]] Maintenance Module
 
**Items can be seen in [[Item Master]] Maintenance Module
 
*Every Inventory Adjustment performed will be seen in [[Inventory Movement]] Module.
 
*Every Inventory Adjustment performed will be seen in [[Inventory Movement]] Module.
−
*For detailed steps on how to perform an Inventory Adjustment. You can visit the Inventory Adjustment Job Aids which can be found [[Inventory Adjustment Aids|here]]
 
  
 
=====<span class="mw-headline" id="Performing_Inventory_Adjustment" style="box-sizing: inherit;">Performing Inventory Adjustment</span>=====
 
=====<span class="mw-headline" id="Performing_Inventory_Adjustment" style="box-sizing: inherit;">Performing Inventory Adjustment</span>=====
  
−
#Go to Inventory then click [[Inventory Adjustment]]
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#Click [[Inventory Adjustment]] under Inventory Menu
 
#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.
 
#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.
 
#Select [[Warehouse]]
 
#Select [[Warehouse]]
−
#Choose an Item that needs to be Adjusted then you can adjust its Quality using the (+) and (-) Button.
+
#Choose an Item that needs to be Adjusted then adjust its Quality using the (+) and (-) Button.
−
#Once you click the Adjustment buttons, an adjustment dialog box appear. Make sure to fill up the necessary information on the fields then click '''Save.'''
+
#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'''
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#You can check the Movement of the Adjustment in the [[Inventory Movement]] under Inventory Module.
+
#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
 +
 
 +
[[File:Inventory - Inventory Adjustment - Performing.png|border|center|2945x2945px]]
 +
=====Beginning Balance Setup=====
 +
The user should set up the following modules in order to Import Beginning Balances.
 +
 
 +
#[[Item Class]]
 +
#[[Item Master]]
 +
#[[Item Type]]
 +
#[[Unit of Measure]]
 +
#[[Warehouse]]
 +
 
 +
=====Import Beginning Balance=====
 +
 
 +
#Click [[Inventory Adjustment]] under Inventory Menu
 +
#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.
 +
#Under Inventory, Click Import Beginning Balance
 +
#Choose the date of the Beginning Balance to take effect before proceeding or click skip.
 +
#Download the Template provided in Step 1.
 +
#Fill up the information needed for each column of the template.
 +
#Upload the updated template then click Import to proceed
 +
 
 +
[[File:Inventory - Inventory Adjustment - Import Beginning Balance.png|border|center|1853x1853px]]
 +
{| class="wikitable"
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|+Import Beginning Balance Fields
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!'''Field'''
 +
!'''Description'''
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!'''Allowed Inputs'''
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!'''Input Restrictions'''
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!'''Required Field'''
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|-
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|1.Item Code
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|Reference Code of an Item
 +
|Item Code provided in Item Master Maintenance Module
 +
|Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
 +
|2.Item Name
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|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
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
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|3.Warehouse
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|Warehouse assigned to the item
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|Warehouse Name provided in Warehouse Maintenance Module
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|Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
 +
|4.Quantity
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|Quantity of an Item
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|Numeric
 +
|Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|-
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|5.Price
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|Beginning Unit Price of an Item
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|Numeric
 +
|Any inputs not mentioned in the required inputs
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|}
 +
Notes:
 +
 
 +
*Import Beginning Balance will only be available if there are no transaction records done by the user.
  
 
<br />
 
<br />
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|-
 
|-
 
|Maintenance
 
|Maintenance
−
|[[Item Master]]<nowiki> | </nowiki>[[Brand]]<nowiki> | </nowiki>[[Warehouse]]<nowiki> | </nowiki>[[Chart of Account]]
+
|[[Chart of Account]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Warehouse]]
 
|}
 
|}
 +
[[Category:Inventory]]

Latest revision as of 12:04, 20 April 2022

Inventory Adjustment

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

Requirements before using Inventory Adjustment
Inventory Adjustment Notice
Inventory - Inventory Adjustment - Notice.png


Notes:

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


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.
  • 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
Inventory - Inventory Adjustment - Performing.png
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
Inventory - Inventory Adjustment - Import Beginning Balance.png
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.


Categories:
Modules
Inventory Inventory Adjustment | Inventory Movement | Inventory Inquiry
Maintenance Chart of Account | Item Class | Item Master | Item Type | Unit of Measure | Warehouse
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