- If you need to adjust your inventory levels manually for one or a few items you can use the Update Wizard or the part's details page. Both options are covered in this article.
- For a physical count and resulting adjustment of an entire store or section, we recommend using the Physical Inventory Tool.
- It is recommended to only adjust an item’s quantity in stock up manually in case of a physical inventory count; orders should be placed and received through the Purchase Order system.
- All adjustments are logged and tracked and can be viewed on the Inventory Adjustment report.
Adjusting Inventory in Stock from Part Details Page
- Go to Inventory > Manage Products > Inventory.
- Search for the item you need to adjust.
- Click on its part number in blue to view its Part Details page.
- Scroll to the bottom of the page to find Quantity in Stock field.
- When you adjust the quantity, the Reason for Update field will become active. You must type an explanation here before saving your changes.
- Adjustment explanations show on the Inventory Adjustment report as well as in the Adjustment Log on the part details page.
- Adjustment explanations show on the Inventory Adjustment report as well as in the Adjustment Log on the part details page.
Adjusting Inventory in Stock Using Update Wizard
- Inventory adjustments made using the Update Wizard will show in a part’s Adjustment Log with the salesperson’s name, time and date stamp, and the explanation, “Qty Updated through Update Wizard.”
- If the inventory count is adjusted down, the adjustment will show on the Inventory Adjustment report.
- If the inventory count is adjusted up, it is considered receiving the part into inventory and will show on the Purchase History report.
- Go to Inventory > Manage Products > Inventory then click the standard view drop down and select Update Wizard
- You will see the displayed columns shift to provide more concise adjustment-related information.
- Search for the item you need to adjust.
- Click directly on the item’s Stock field and edit the quantity in stock.
- Hit your Enter key or click another field to save your change.