The quantity field on the inventory record can be changed manually or through the system via the Inventory Qty Adjustment function. The Inventory Qty Adjustment function allows the inventory record QOH to be increased or decreased by the value specified. In addition, the Inventory Qty Adjustment function can also calculate the adjustment value when the user enters the resulting inventory record QOH value.

Setup Process

To adjust the quantity field on an inventory record via the system, click on:

FILE | INVENTORY MAINTENANCE | INVENTORY QTY ADJUSTMENT

Qty Field to Enter

Which Qty Field do you want to enter during this session?

Enter Qty to Adjust By: select this option to increase/decrease the current QOH on the inventory record by the value specified here.
Enter Qty After Adjustment: select this option to specify the value of the resulting inventory record QOH. The system will then calculate the value required to make the adjustment.

Reason for Adjustment

Will the Qty Adjustment Reason be the same for all adjustments made in this session?

Select Yes to automatically apply the selected reason to all adjustments in the session. When the parameter is set to Yes, the following screen will be displayed:

Select one of the reasons listed or *OTHER to enter a new reason and then click OK to continue.

Select No to manually specify a reason for each adjustment in the session.

(Note: for this option, the Qty Adjustment Reason screen will appear after each adjustment is entered.)

Additional Adjustment Fields

Additional Adjustment Fields was designed for users who would like to write off parts and update inventory without updating any daily sales figures (which would be updated if a “Store Use” account was used to adjust inventory).

This is used for users who sell paint and want to adjust tint, or users who sell labor and want to write off towels, etc.

Click “Current Sales Period” to update the current sales period with a number of parts adjusted.

Allow Entry Of Fields

Click Reorder Level to adjust the Reorder Level or Min field when adjusting inventory.

Once the Qty Field to Enter and Reason for Adjustment parameters are selected, click Next to continue.

Adjust Quantity On Hand

Store ID: select the appropriate store.

Remember Last Mfg Code: If selected, once a part is adjusted, the MFG code will display again to lessen the number of keystrokes required.

Part Number: enter the inventory part number to adjust and press Enter.

For the Enter Qty to Adjust By option, the screen will display the current QOH value from the inventory record and allow the user to enter a positive or negative value to adjust the QOH by.

QTY to Adjust By: enter the value to adjust the current QOH by and then click Update Inventory Record.

For the Enter Qty After Adjustment option, the screen will display the current QOH value from the inventory record and allow the user to enter the resulting QOH.

QOH After Adj: enter the new QOH value to store on the inventory record and then click Update Inventory Record.

If the Qty Adjustment Reason parameter is set to No, the user will then be prompted to select a Qty Adjustment Reason for the entry; select the value *OTHER to enter a new reason.

(Note: this screen will not appear when the Qty Adjustment Reason' parameter is set to `Yes'.)

Click OK to continue and the adjustment entered and selected reason will appear in the table below.

Click Back to Settings to modify the selected parameters.
Click Exit to close the Inventory Quantity Adjustments function.