How To: Adjust the on hand values of items manually
Manual adjustments allow you to correct on-hand quantities for reasons such as waste, damage, donations, production, or any other changes that fall outside automatic processes (sales, purchasing, physical inventory, etc.).
Required permissions
View Manual Adjustments
Edit Manual Adjustments
Optional permissions
Change Commit Date
- Set Cost
- Remove Adjustments
Open Item Management > Inventory Item.
Select the item you want to adjust.
Click Adjust On Hand Quantity.
Select the store where the adjustment applies, then click Select.
Update the Date and Time if needed.
The adjustment is applied as of the date and time entered.
Enter the adjustment amount in the Adjust column.
Or enter the updated quantity in the New On Hand Quantity column.
Select an Accounting Code (reason for adjustment).
If no accounting dropdown appears or you need a new code, see FAQs.
Enter a Reference for the adjustment.
Click Submit.
Tip: To adjust additional items, select Add Items to bring more inventory items into the editor.You can review manual adjustment details in two places:
Where: Physical Inventory > Manual Adjustments
Why: Quickly review manual adjustments in a simple, on-screen view.
Tip: Use the on-form help (purple bar with a yellow question mark) to learn more about available options.Where: Reports > Standard Reports > Inventory > Adjustments
Why: Generate detailed reports that allow you to:
-
View comprehensive adjustment history
-
Sort and filter results
-
Export or print data
Yes - in Yellow Dog version 377+ with the permission to remove adjustments can do so. Users on an older versions can be make new adjustment that reverses the previous adjustment.
Yes. We recommend the Manual Adj – Detailed Report, though other adjustment reports may also meet your needs.
An admin user with access to System Setup must:
-
Go to System Setup > Accounts.
-
Select Create New Accounting Code.
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Enter a description.
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Click Save and Close.
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