Adjusting Inventory
The Inventory Adjustment screen
adjusts inventory based upon physical count or some other reason. When
adjusting inventory, Personify does not allow adjustments that result in
negative inventory. However, when cost implications are associated with
inventory adjustments, system parameters can be set to adjust the average
product cost when inventory adjustments are made. This screen deals with the
potential creation of new back orders, including the potential reversal of
items that have printed packing slips.
To create an inventory
adjustment, from the Shipping and Inventory ribbon toolbar, select Inventory
Adjustment.
- Search for the
product code, highlight the line, and click the Adjust Inventory
button.
- The Inventory
Adjustment screen will appear. Update the following to make an adjustment
in Personify.
- Warehouse:
Hyperlink will open a box to select the warehouse.
- Bin Location:
Hyperlink will open a box to select the bin.
- Adjustment
Date: Update the Adjustment Date which can be post-dated for
adjustments that occurred in the past.
- Adjustment
Type: Update the type or reason for the adjustment
- Adjustment to
Quantity in Stock: Update the quantity of items to be adjusted.
This must be entered in as positive 10 or negative -10 number.
- Comments:
Enter any comments as needed.
Note: Any adjustments made in
the system must be in the form of a positive or negative number.
- Use the Save
button to save changes made to the inventory adjustment screen.
