Item Adjustment

Item > Item Adjustment

Item Adjustments are done to record an increase or decrease in quantity of an item outside of day-to-day inventory processes: Item Receipt, Item Fulfillment, Production Record Inventory Deduction.

Item Adjustment Screen

A screenshot of the item adjustment screen as described on this page.

  1. All Statuses - filter by adjustment status (All Statuses, Completed, Open)

  2. All Purposes - filter by adjustment purpose (All Purposes, Adjustment, Starting Inventory, Daily Usage, Production)

  3. All Adjustment Reasons - filter by adjustment reason (All Adjustment Reasons, Food Spoilage, Custom Adjustment Reasons)

  4. Reset - click to reset search parameters

  5. Add New Adjustment - click to add an adjustment
    A screenshot of the add new adjustment modal as described on this page.

    1. Warehouse - choose the warehouse for this adjustment. Note: If the user's security role only applies to one building, that building will be automatically populated.

    2. Purpose - select the adjustment purpose
      Adjustment - choose this purpose to SUBTRACT product that has been physically removed from inventory for an Adjustment Reason, then select the Adjustment Reason (not pictured)
      Daily Usage - choose this purpose to SUBTRACT product that has been used for daily operations but will not be deducted from a production record
      Production - choose this purpose to ADD finished goods to inventory
      Starting Inventory - choose this purpose to ADD a site's initial starting inventory

    3. Item Tags - select item tag(s) that should pre-populate on the item adjustment. Note: All items with the selected item tag(s) will appear on the item adjustment.

    4. Cancel - click to return to the previous screen without creating a new adjustment

    5. Save - click to create the adjustment and be redirected to the Individual Adjustment Screen

  6. Advanced - click to open additional filters

  7. Adjustment Date - filter by adjustment date range

  8. Warehouse - filter by warehouse

  9. Items - filter by inventory item

  10. Search - click to apply advanced filters

  11. Identifier - click to sort by adjustment identifier

  12. Posted Date - click to sort by posted date

  13. Warehouse - click to sort by warehouse

  14. Purpose - click to sort by adjustment purpose

  15. Adjustment Reason - click to sort by adjustment reason

  16. Status - click to sort by status

  17. Pencil - click to be redirected to the individual adjustment screen

  18. < > - click to scroll through pages

Individual Item Adjustment

A screenshot of an individual adjustment entry as described on this page.

  1. Notice the Adjustment Number, Warehouse, Status, and Purpose
    Print Adjustment Results (not pictured, Posted status only) - click to request a report of adjustment results

  2. Storage Location (Starting Inventory or Production Purposes only) - change the Storage Location if needed
    Adjustment Reason (not pictured, Adjustment purpose only) - change the Adjustment Reason if needed

  3. USDA Food (Starting Inventory purpose only) - check to indicate USDA Food status and apply USDA value in reporting

  4. Identifier - click to sort by item Identifier

  5. Name - click to sort by Item Name. Notice the number of Base Units of Measure per Preferred Unit of Measure

  6. Quantity - enter the quantity of each physical count unit of measure. This amount will be added to inventory if the Purpose is Starting Inventory or Production. This amount will be subtracted from inventory if the Purpose is Adjustment or Daily Usage.
    Sub-Location (not pictured, Starting Inventory and Production Purposes only, sub-locations enabled only) - select the sub-location and sub-sub-location(s) as applicable.

  7. Trash Can - click to remove the item from the adjustment

  8. Pencil (starting inventory and production purposes only) - click to edit details
    A screenshot of the edit item modal within an adjustment as described on this page.

    1. Cost - adjust the cost per displayed Unit of Measure if needed. The purchasing cost is the default value.

    2. USDA Food (Starting Inventory and Production purposes only) - check to indicate USDA Food status and apply USDA value in reporting

    3. Cancel - click to return to the previous screen without saving changes

    4. Save - click to save changes

  9. Search Items - search for items or click the Magnifying Glass to add inventory items to the adjustment
    Screenshot showing a search for an item

    1. Search - search for inventory items permitted to be used at the selected warehouse

    2. Tags - filter by item tags

    3. Reset - click to reset filters

    4. Identifier - click to sort by identifier

    5. Name - click to sort by name

    6. Quantity Available - click to sort by the on hand quantity

    7. Checkbox - check to add item to adjustment

    8. < > - click to scroll through pages

    9. Close - click to return to the adjustment screen with added items

  10. Notes - enter notes as needed. Notes are an available field in the Inventory Data Report.

  11. Delete - click to delete this item adjustment

  12. Close - click to return to the previous screen without saving changes

  13. Save - click to save this adjustment for additional work later

  14. Post - click to Post the Item Adjustment. Product will be added or subtracted when posting is complete.