Difference between revisions of "Inventory Adjustment"

(Changed categories.)
 
(One intermediate revision by the same user not shown)
Line 62: Line 62:
 
#Download the Template provided in Step 1.
 
#Download the Template provided in Step 1.
 
#Fill up the information needed for each column of the template.
 
#Fill up the information needed for each column of the template.
#Upload the updated template then click Import to proceed  
+
#Upload the updated template then click Import to proceed
  
 
[[File:Inventory - Inventory Adjustment - Import Beginning Balance.png|border|center|1853x1853px]]
 
[[File:Inventory - Inventory Adjustment - Import Beginning Balance.png|border|center|1853x1853px]]
Line 105: Line 105:
 
Notes:
 
Notes:
  
* Import Beginning Balance will only be available if there are no transaction records done by the user.
+
*Import Beginning Balance will only be available if there are no transaction records done by the user.
  
 
<br />
 
<br />
Line 116: Line 116:
 
|-
 
|-
 
|Maintenance
 
|Maintenance
|[[Chart of Accounts|Chart of Account]]<nowiki> | </nowiki>[[Item Class]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Item Type]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Warehouse]]
+
|[[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]]
 
[[Category:Inventory]]
[[Category:Sales Reports]]
 

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