Adjustments

• The adjustments feature is used to make corrections to the stock levels.

• The screenshot below shows a sample grid of stock adjustments, which includes some key information about the adjustments.

  

  Further Information

  • Doc #: The document number.
  • Stock date: The date the stock was adjusted.
  • Location: The stock location of the stock.
  • Doc-type: The document type.
  • Gross: The cost of the stock.

  Tip

  To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

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In this section you can

Copy a stock adjustment

• If you are regularly repeating a stock adjustment you can copy a pre-existing one rather than creating a new one every time.

• To do so, select the stock adjustment that you would like to copy then press Copy.

Find a stock adjustment

• You can use the search bar to find a specific stock adjustment by entering a key word.

  

• You can also toggle between Sets or create your own.

  

• To create your own Sets press then fill out the selection criteria.

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Create a new

1. Press New.

   

2. Enter a description.

3. Fill in the remaining fields depending on your needs.

   Remaining fields explained

   • Doc Type: This will be auto filled with the document type.
   • Stock Date: The date of the transfer.
   • To location:This is the stock location that the stock product is being transferred to.
   • Legal entity: Select the legal entity.

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4. Add the lines.

   Lines explained

   • Stock Location: The stock location indicates where the stock product is kept.
   • SKU: This is the stock keeping unit.
   • Product: This is the product being adjusted.
   • Unit: This is the unit to measure the product
   • Target: The target stock level.
   • In: The amount of stock coming in.
   • Out: The amount of stock going out.
   • Unit price: This it the price per unit of the product.

   

5. When you are happy with your adjustment Press Submit.

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