Inventory Adjustments
Inventory adjustments correct discrepancies between system inventory and physical inventory.
Creating an Adjustment
- Navigate to Run → Adjustments
- Click Create Adjustment
- Select:
- Location: Where the adjustment occurs
- Product: Product to adjust
- Adjustment Type: Increase or decrease
- Quantity: Amount to adjust
- Reason Code: Reason for adjustment (industry-pack specific)
Adjustment Types
Increase
Add inventory to the system:
- Found Inventory: Physical inventory found but not in system
- Return to Stock: Returned items added back to inventory
- Correction: System count was too low
Decrease
Remove inventory from the system:
- Shrink: Inventory loss (retail)
- Damage: Damaged items removed
- Expired: Expired items removed (Healthcare, Food & Beverage)
- Correction: System count was too high
Reason Codes
Reason codes are industry-pack specific:
Healthcare:
- PATIENT_DISPENSE
- EXPIRED
- DAMAGE
- RECALL
Retail:
- SHRINK
- CUSTOMER_RETURN
- DAMAGE
- THEFT
Manufacturing:
- WO_ISSUE
- REWORK
- SCRAP
- DAMAGE
Adjustment Workflow
- Create: Enter adjustment details
- Review: Review before applying
- Approve: Approval may be required (configurable)
- Apply: Adjustment is applied to inventory
- Audit: Adjustment is logged for audit trail
Related Pages
Permissions & Roles
Making adjustments requires inventory management permissions. Some adjustments may require approval. Contact your organization administrator for details.
