Purpose
Within the Inventory Item Detail page, the Create Inventory Adjustment tool empowers users to manually adjust the amount of an inventory item. This capability ensures that inventory records remain accurate and reflective of actual stock levels.
What can you do with it?
With the Create Inventory Adjustment function, users can effectively manage inventory discrepancies. Whether adding or subtracting quantities, users have the flexibility to adjust stock to match reality, ensuring inventory accuracy.
How is it done?
Navigate to the Inventory Item Detail Page:
Locate and open the specific inventory item you wish to adjust.
Initiate Inventory Adjustment:
Select the Create Inventory Adjustment option.
Select Adjustment Type:
Choose between Addition or Subtraction to indicate the nature of your adjustment.
Enter Adjustment Details:
Value: Input the exact amount to be adjusted.
Unit: Choose the appropriate unit from options tied to your selected inventory item.
Reason: Pick from diverse categories such as Harvested, Dried, Processing Loss, Packaged, Transferred, Drying Loss, Destroyed, Lost/Theft, Lab Test, Returns, Opening Inventory, or Other, to justify the adjustment.
Description: Provide additional context or notes about the adjustment in the text area.
Set Adjustment Date:
Select the Date of the adjustment. Leave empty for the current date and time, ensuring it doesn't predate the Destruction Lot Open Date & Time.
Important Considerations
Be aware that any adjustments made cannot be backdated before the Destruction Lot Open Date & Time. This ensures compliance and accuracy.
Always double-check the Inventory Item and Adjustment Type to prevent errors in stock management.
Best Practices
Regularly review inventory records to maintain up-to-date data.
Use descriptive language in the Reason and Description fields to ensure clarity for future audits or reviews.
Consistently verify entry accuracy before finalizing adjustments to minimize the risk of discrepancies.