Reporting Explained: Inventory Adjustments Manual by Store and Accounting

Reporting Explained: Inventory Adjustments Manual by Store and Accounting

Business Need:  This report is helpful for users who want a report to show what manual adjustments were made in the system for a selected period of time summarized by store and accounting code.

How it Works:  An Inventory>Adjustments>Manual by Store and Accounting report shows a summary of manual adjustments that were made to inventory items for a selected period of time summarized by the Store and Accounting Code selected for the adjustment.   This report can be filtered by store, levels, or vendors a well.

Generating the Report:


Go to the Standard Reports section in Yellow Dog:

  1. Select Standard Reports
  2. Open the folder titled ‘Inventory’
  3. Open the folder titled ‘Adjustments’
  4. Select ‘Manual by Store and Accounting’
  5. Select the date range that you would like to run the report for and choose any filters that you would like to add
  6. Generate report


Reading the Report:


  1. Shows the filters used to produce the report’s data, including the date selected for the report.
  2. Change columns, sorting, and grouping:  This allows users to add or remove data columns to this report as well as organize and group the data.
  3. Store: Shows the store that the adjustments were made in.
  4. First Date/Time:  Shows first date and time items were adjusted with the selected accounting code and store.
  5. Adjusted Quantity:  Shows the total quantity that was adjusted for the selected accounting code and store for the time period reflected in the report.
  6. Total Calculated Cost Adjusted: Shows the total calculated cost adjusted for the selected accounting code and store for the time period reflected in the report.
  7. Accounting: Shows the accounting code selected for the items adjusted.
  8. Accounting Notes:  Shows any accounting notes set for the accounting code.  If this field is blank, no notes are set for the code.
  9. Affects COGS: Shows if the manual adjustments were set to affect COGS when the manual adjustments were created.
  10. This row allows you to save, export, print, or close the current report.



    • Related Articles

    • Reporting Explained: Inventory Adjustments - Manual

      Business Need:  This report is helpful for users who want a report to show what manual adjustments were made in the system for a selected period of time. How it Works:  A Manual report shows a detailed list of manual adjustments that were made to ...

    • Reporting Explained: Inventory Adjustments Manual by Store and Item and Accounting

      Business Need:  This report is helpful for users who want a report to show what manual adjustments were made in the system for a selected period of time summarized by store, item, and accounting code. How it Works:  An Inventory>Adjustments>Manual by ...

    • Reporting Explained Physical Inventory Summarized by Store

      Business Need: This report is helpful for users who want to view Physical Inventory data summarized to a single line per location.  How it Works: The Physical inventory report Summary by Store will provide information on the Stores total on hand ...

    • Reporting Explained: Summary By Period

      Business Need:  A user would like to see a summary of all activity for items between two dates.  How it Works:  This report will show all movement between two selected dates. This report can filter to as broad as by store, or as granular as by item. ...

    • Reporting Explained: ReOrder

      Reporting Explained: Re-Order Business Need: This report will show items that are either at or below the re-order point assigned, and include the quantities needed to bring the items back up to Par. How it works: To best utilize this report users ...

    • Recent Articles

    • Feature Overview: Client ID

      What is a Client ID? The Client ID is a unique identifier assigned to each Yellow Dog Inventory system. Who is it for? The Client ID will be used by any user that will access a Yellow Dog mobile or web app. What is it used for? A Client ID is ...

    • Feature Overview: Password Recovery

      What is Password Recovery? Password Recovery is a built-in feature that allows Yellow Dog users to securely reset their login credentials independently by answering predefined security questions. This self-service option reduces the need for ...

    • 377 Food & Beverage Webinar

      Curious about Yellow Dog Inventory version 377? New features, smarter workflows—watch the 377 Webinar now! Want to join the live webinar? We're hosting the 377 Food & Beverage Webinar weekly. Click HERE to sign up.

    • Feature Overview: Retail Price Fields

      Yellow Dog offers 3 different retail price fields (Default Retail, Current Retail, Starting Retail) in the item editor to provide different retail price tracking functions. Where: Item Editor > Retail Details tab Who: Retail users who manage retail ...

    • Yellow Dog/Silverware Integration Overview

      This document will provide an overview of the Yellow Dog Silverware Integration Integration Approach This can be setup as a 2Way – Push items and Pull sales or a 1Way – Pull sales Sales – Pulled from the Silverware API Codes – Pulled from the ...