Adjust Received Items

After receiving an order, you can make an adjustment if something requires you to change an item’s status. There are several situations when you must make an adjustment:

• An item is damaged, lost, or found.
• An item is returned to storage, inventory, receiving, or the vendor.
• An item requires a credit or debit memo.

Note: You cannot adjust an item until after it has been received.

Tip: You can adjust product balances for products marked as inactive if the location still has stock.

To adjust an item:

1. Open the Inventory module and click the Received or Product Levels tab.
2. Click Adjust... to display the Inventory Adjustment window.



3. From the Location drop-down list, select the item location.

Note: This field may default to your current location.

4. Next to the Adjustment field, click the ellipsis to the display the Inventory Adjustment Codes window and double-click the correct code.

Tip: If known, you can manually enter the code in the Adjustment field.

5. In the Input field, enter the number of items affected.

The number displays in the Quantity field.

6. Next to the Input field, complete any of the following:
• Scan an item
• Click the ellipsis to select an item and press Enter.

The value entered in the Quantity field displays in the Adjusted field, and in the Product Levels tab, the Quantity column reflects the adjustment.

Note: If you reduce an inactive product’s balance at a location to zero through adjustment, a warning displays, prompting you to mark the product location as inactive as well.