How do I create a Manual Adjustment?
This video will demonstrate how to perform a manual adjustment
Manual Adjustments
To remove item quantities from inventory (waste, sampling, breakage, known theft, etc.) or to affect the on hand of a production item and its ingredient items, you will be using Manual Adjustments.
- In the Inventory Items screen, find the item(s) you plan on adjusting. Highlight the item(s) and hit “Adjust on Hand Quantity” on the right-hand side of the screen.
- Yellow Dog will prompt you to select the store in which you will make your adjustment; Manual Adjustments are store-specific.
- You can change the date/time or keep the current pre-populated information. This allows you to set the date and time the adjustment will affect the item’s on hand.
- You can adjust multiple items at once.
- Choose “Add Items” and select the other items you wish to adjust.
- Or choose “Add Items From…” and chose your source.
- Choose “Add Items” and select the other items you wish to adjust.
- If you are adding items manually, you will need to enter in quantities.
- Fill in the Reference field. You will not be able to submit an adjustment without a reference.
- If your company requires it, you will need to select an Accounting code from the dropdown. Please see the next section for information on setting Accounting Codes.
- Once you are done, click Submit.
- Hitting “Esc” or “Cancel” during the adjustment will exit out without saving your changes. Finish your adjustment in one go.
Accounting Codes
Accounting Codes allow the user to set standardized codes for things such as waste; production of recipes; transfers to departments not in Yellow Dog, such as HR; etc.
To create Accounting Codes for Manual Adjustments,
- Navigate to System Setup\Accounts\Manual Adjustment Accounts tab.
- Choose “Create New Accounting Code” and fill out a description.
- If you have different Accounting codes for Stores you can use the checkbox to mark codes inactive at certain stores in Yellow Dog. This will prohibit that code being used in any manual adjustments for the selected stores.
- If you are going to set up an accounting integration, fill out the gold/tan Manual Inventory Adjustment column with the appropriate GL codes.
- Lastly, decide whether you would like the accounting code to affect COGS. For more information on COGS, please see that section.
Manual Adjustments List
We’ve created a new screen that will allow you to view all the manual adjustments in the system. This list can be filtered by date, level, vendor, and store, as well as sorted by column like the main Inventory Items screen. You can also choose to include Auto-Zero adjustments in this view which will show each adjustment done by maintenance to zero the on hand of an item marked as Auto-Zero.
Importing Manual Adjustments
Yellow Dog allows for the importing of manual adjustments, and the only fields required to import are SKU/UPC & Qty you want to adjust. Yellow Dog also recommends only importing with a CSV or Text file so as to avoid any formatting issues that come from using an excel file. Import Template attached.
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