Inventory setup: Adjustment reasons
Add and manage reasons for adjusting inventory. Adjustment reasons are required when adjusting a quantity on hand amount or editing a lot number or expiration date.
Before you start
- Security access to Inventory Adjustment Reason List, Adjustment Reason Maintenance dialogs
Important!
- Once used, reasons cannot be deleted, but can be inactivated if no longer needed.
Setup adjustment reasons
- Inventory > Adjustment Reasons
- Click New or select existing reason and click Update.
- Enter/modify reason description, up to 20 characters/spaces.
- Select Inactive, if needed.
- Click Save.
Delete adjustment reasons
Adjustment reasons can be deleted they have not used.
- Inventory > Adjustment Reasons
- Select the reason from the list.
- Click Delete and click Yes to confirm.
Additional information
Adjustments
- Reasons appear on the Inventory Adjustment Report.
- Select Show inactive reasons to display all adjustment reasons on the list.
- Internal Stock Use is recommended for the following instead of adjustments:
- Expired products, donations, broken or defective items.
- Using internal stock use gives you the full cost of doing business when using those items internally. Example: You view the Internal Stock Use Report and realize you have expired $200.00 of a particular product in the last two months. Based on this, you determine to order less of this item.
- Keep lists brief, use reasons with clear descriptions to reduce selection confusion at time of use and appropriate for reporting purposes.
Related reports
- Adjustment Report
- Audit Report
