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Procedure documentationAdjusting the On-Hand Inventory Quantities Locate this document in the navigation structure

Procedure

You can adjust the on-hand inventory quantities of an inventory controlled item at any time to correct a discrepancy between the actual quantity you have in your store and the on-hand quantity in the Store Manager.

You must perform a manual adjustment for items that are shipped from your store in transfers by the case, and for items that you receive into your store through receiving or transfers by the case. The items that are transferred or received by the case are not identified by PLU or vendor’s SKU in the inventory transaction. Store Manager cannot reflect their movement.

An item is inventory controlled if you click Inventory Control in the PLU Maintenance window.

Each completed adjustment transaction appears in the Inventory Adjustment Report. Store Manager tracks each adjustment transaction with a sequence number consisting of a Tlog-generated transaction number and register number. The register number always appears as ‘255’ (for Store Manager.)

To adjust the on-hand inventory quantity of an item:

  1. On the Main Menu, click Inventory.

  2. Click Inventory Adjustment.

  3. The Adj. Type field allows you to select the type of inventory change that you want to make. Click the drop-down list and select either Gain, Loss, or Set Quantity. The type of adjustment you choose determines how the Store Manager calculates the new on-hand quantity. For example, if you select “Gain” from this drop-down list, the new quantity of the item is determined by adding to the current on-hand.

  4. The Reason field defines the reason you are performing the adjustment to the item’s on-hand quantity. You can define the selection of reasons that appear in this drop-down list. Click the drop-down list and select a reason from the list.

  5. The Note field is for information that is relevant to this item’s inventory adjustment. Anything you enter is displayed on the report.

  6. The Item field defines the unique number that represents the item whose inventory you want to adjust. Type a PLU number or cross reference number into the field.

  7. The PLU field displays the PLU number and description of the item.

  8. The Quantity field is the adjustment quantity. Type a number that represents the quantity to be added, subtracted, or moved.

  9. The Quantity on Hand field contains the following:

    • The Qty Before field contains the current inventory amount for the item. No action required. Store Manager automatically completes this field.

    • The Qty After field contains the new inventory quantity for the item. This new quantity is determined by your selection in the Adj. Type drop-down list and the Qty Before field. No action required. Store Manager automatically completes this field.

  10. To complete the adjustment, click Complete. The Quantity on Hand fields are automatically filled in with the appropriate quantities.

  11. To view information about an item, click Inventory Information. The Inventory Information window. opens For more information about the Inventory Information window, see Viewing Inventory Information. Click the button.

  12. Click Save, and then click Exit.

    Note Note

    To adjust the on-hand inventory for another item immediately, click New in the Inventory Adjustment window.

    End of the note.