Previous Topic

Next Topic

Book Contents

Book Index

Creating adjustments

An adjustment is the act of correcting the inventory count at a location.

In SmartTurn, when you need to adjust inventory items within a warehouse, you first create a list of goods to adjust. You can create this list by hand, adding one inventory item at a time. You can also create the list by starting from an inventory report, and selecting the items from the inventory report.

To create an adjustment:

  1. To create an adjustment document and then create the list of goods to adjust:
    • From Inventory>Adjustments, select Add item buttonAdd from above. Continue with step 3.
  2. To create an adjustment document with an existing item in the list of goods to adjust, there are several options:
    • From Reports>Inventory by Item, Inventory by Serial #, or Inventory w/o Lic #: Highlight the inventory item, then select Adjust iconAdjust from above.
    • From Reports>Quantity by Item, Inventory Stockout, or Available to Promise: Double-click the Item # you want to transfer. On the Item Master Inventory screen, under Inventory Items, highlight the item you want to adjust, then select Adjust iconAdjust from above.
    • From Reports>Quantity by Location: Double-click the Location of the goods you want to adjust. On the View Location screen, under Inventory Items, highlight the item you want to adjust, then select Adjust iconAdjust from above.
    • From Reports>Quantity by Owner: Double-click the Owner of the goods you want to adjust. On the Inventory Items by Owner screen, under Inventory Items, highlight the item you want to adjust, then select Adjust iconAdjust from above.
    • From Reports>Quantity by Vendor: Double-click the Vendor of the goods you want to adjust. On the Inventory Items by Vendor screen, under Inventory Items, highlight the item you want to adjust, then select Adjust iconAdjust from above.
    • From Reports>Quantity by Group: Double-click the Group of the goods you want to adjust. On the Inventory Items by Group screen, under Inventory Items, highlight the item you want to adjust, then select Adjust iconAdjust from above.
    • From Inventory>Inventory Managers: Double-click the Inventory Manager you want to see. On the Inventory Managers View screen, highligh the item you want to adjust, then select Adjust iconAdjust from above.
  3. The Add Adjustment screen appears.
  4. In the top of the page, for Transaction Date, the system automatically selects the current date as the date of record for the adjustment. If the date is different, you can change it by clicking in the field and then selecting the calendar icon to the right.
  5. Under Transacted By, enter the user who will complete the adjustment.
  6. If applicable, enter an active Owner. If you enter an Owner on the adjustment, then all of the adjustment items must have an Owner that is either not set or is set to the Owner on the adjustment.
  7. Optionally, enter a Priority for the adjustment.
  8. Optionally, enter any Comments.
  9. To change the quantity of an existing inventory item:
    • Under Adjust Items, click Add item buttonAdd inventory item from the toolbar.
    • An Item Search screen with a list of inventory items appears.
      • If an item has quantities assigned to multiple license numbers, the quantities assigned to each license number (and the quantity not assigned to a license number, if any) appear on separate lines.
      • Note that SmartTurn allows you to add allocated items to your adjustment. However, if the items are already reserved for another transaction, you will not be able to perform the adjustment until the other transaction has been completed.
    • Check the items you want to adjust. Select OK. The items you selected appear in the Adjust Items table.
  10. To add an inventory item that is not in your warehouse currently:
    • Under Adjust Items, click Add item buttonAdjust from zero from the toolbar.
    • An Item Master Lookup screen with a list of item masters appears. Check the items you want to adjust in. Select OK. The items you selected appear in the Adjust Items table.
    • Enter any item attributes, such as Lot # or Serial #, as needed. You can also edit any custom fields. The default value is taken from the item master.
  11. Enter the adjusted quantity in the New Quantity column.
    • Note that you can adjust the quantity but not the unit of measure. The unit is fixed based on how the item was initially received. (If you do need to change the unit of measure, you can edit the inventory item.)
    • If the item master is set to Serial Control: Unique, the New Quantity must be 0 or 1.
  12. Under Adjustment Reason, select the reason for the adjustment.
  13. To remove an item from the Adjust Items table, check the box next to the item and click Delete iconDelete item from the toolbar. (All the items you select must be on this page. You can repeat these steps on each page of the adjustment if you have several pages of items.)
  14. When finished, select Adjust to make the adjustment right away, Save or Save & Continue Editing to save the adjustment, or Perform Soft Allocation to reserve the inventory.
    • Selecting Adjust immediately alters the quantities of the items to the New Quantity for each line, and changes the status of the adjustment to Closed. The adjustment is no longer editable. It appears on the list at Inventory>Adjustments. The individual adjustment items appear on the list at Inventory>Adjustment Items List, each with a status of Closed.
    • Selecting Save or Save & Continue Editing changes the status of the adjustment to Saved, but does not have any effects on inventory. The adjustment is still editable. It appears on the list at Inventory>Adjustments. The individual adjustment items appear on the list at Inventory>Adjustment Items List, each with a status of Saved.
    • Selecting Perform Soft Allocation reserves the inventory and prevents other warehouse operations from working with it. The adjustment remains in status Saved and it is still editable. The individual adjustment items appear on the list at Inventory>Adjustment Items List, each with a status of Saved. The report for each inventory item (Reports>Inventory by Item>View) includes a Soft Allocations table that references this adjustment.

See Also

Adjusting inventory

Viewing adjustment records

Viewing a list of adjustment items across all adjustments

Editing adjustments

Adjusting inventory items

Cancelling adjustments

Exporting adjustments

Adjustment field descriptions

© 2014 Dicentral Corporation http://smartturn.dicentral.com