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Overview


Excerpt

The system allows users updating the on-hand quantity amount of the unit's inventory that is physically available versus the Komet Sales available quantity for the same product.

Users will be able to adjust the Inventory as needed and enter the correct quantities based on what is physically available. This can be done manually within the Inventory Units Adjustment screen or adjust inventory in units directly from an Excel File. Please  Please refer to the following link for more information: Adjust Inventory in Units from Excel File.


Warning
titleImportant

The inventory in units adjustment process can only be started once per day; however, each product line item can have multiple adjustments throughout the day. For multi-location companies, the system will allow one adjustment per location, per day.


Ui expand
titleViewing Inventory Adjustments


Ui steps
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Ui step

Go to Inventory > click on Inventory Summary > Select the Inventory in Units option. 


Ui step

 After clicking on "Inventory in Units", click on "Inventory units adjustment". On this screen, the user will have a summary of all previous adjustments made to the units' inventory. 


Ui step

 In order to see detailed information from these previous units inventory adjustments, the user must go to the Actions column and click on the View link. 


Ui step

 After clicking on the link, the system will display detailed information of the adjustments made and the person who did it. The system allows users to export to excel any adjustments report.

 

 



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Info

For multiple location companies, the user will be required to select the specific location needed.




Ui expand
titlePerforming Inventory in Units Adjustments

To add a new adjustment to the unit's inventory follow the instructions below:

Ui steps
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Ui step

Go to Inventory > Select Inventory Summary > Click on Inventory in Units > Click on Inventory Units Adjustment.


Ui step

 Click on the New Adjustment green button.


Ui step

The system will display the currently available units' inventory for the day and it will give users the option to enter the Adjusted Bunches quantity, in case the physical inventory quantity and the system's information don't match.


Ui step

 The user can also add new items in case additional units are found when executing the physical inventory. In order to add these, click on the Add Inventory green button.


Ui step

 The system will show a pop-up window called Add Inventory Unit. Enter the information requested and click on Add.


Ui step

 A new line with the newly added units will appear in the units adjustment screen and in the "Inventory in Units" page.


Ui step

 A new line with the newly added units will appear in the units adjustment screen and in the "Inventory in Units" page.


Ui step

Once done, the user can go to the Inventory in Units to see all the adjustments made.

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Ui expand
titleInventory Behavior

Based on the   Units Inventory behavior control setting, when you enter a new amount to be adjusted there are two possibilities:

A) Replace the total number of bunches in the inventory

In this case, the system will replace all the units you have in inventory with the amount you enter during the adjustment.

Ui steps
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Ui step

We have 32 units of Manzana Pom Daisy.


Ui step

 We sell 4 units, so we have 28.


Ui step

 We perform an adjustment and enter any amount, for example, 60.


Ui step

 Once we go to Inventory in Units, we have 60 bunches (120 units since the unit type is stem).

 



B) Reduce or increase the total number of bunches in the inventory

In this case, the system will take into account both the amount you enter during the adjustment process and the amount of the inventory for recalculating the total units amount.

Ui steps
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Ui step

In this case, we have 69 units of Pom Novelty White Brisa 70 cm 


Ui step

 We sell 9 units, so we are going to have 60 units.


Ui step

 We perform an adjustment and enter 80 units.

 

In this order, the system will do the following: 80 (adjusted bunches) -69 (Original Bunches)= 21 (adjusted bunches). This quantity will be added to the units we have in the inventory: 21 adjusted+60 available= 71. So the system will display a total of 71 units.





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titleRelated Articles

Filter by label (Content by label)
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cqllabel in ("units-inventory","inventory-adjustments","inventory")
labelsinventory, units-inventory inventory-adjustments

 

 

 


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sizemedium

(lightbulb)Roles enabled to perform this action: Admin, Sales Manager, Procurement User, Inventory.