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Overview

Excerpt

The system allows users updating the on-hand quantity amount of the units 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. 

Info
titleAdjust Inventory in Units from Excel File

Please refer to the following link for more information: Adjust Inventory in Units from Excel File.

 

 

Note

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.

 

Viewing Inventory Adjustments:

Go to Inventory > click on Inventory Summary >
Expand
titleViewing Inventory Adjustments
  1. Go to Inventory > click on Inventory Summary > Select the Inventory in Units option. 

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

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

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  2. 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 adjustment report.



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    Info

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

Expand
titlePerforming Inventory in Units Adjustments

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

  1. Go to
Inventory > Select Inventory Summary
  1.  Inventory > Select Inventory Summary > Click on
Inventory
  1.  Inventory in Units
>
  1.  > Click on Inventory Units Adjustment.
  2. Click on the New Adjustment green button.

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  3. The system will display the currently available units inventory for the day and it will give users the option to enter
the
  1. the AdjustedBunches
quantity
  1.  quantity, in case the physical inventory quantity and the system's information dot not match.

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  2. 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
  1. the Add Inventory
green
  1.  green button.

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

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

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


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Inventory Behavior 

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

A) 

 

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

E.g.:

1) We have 32 units of Manzana Pom Daisy.

2) We sell 4 units, so we have 28.

3)We perform an adjustment and enter any amount, for example 60forexample60

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

 

B)

E.g:

1) In this case we have casewehave 69 units of Pom Novelty White Brisa 70 cm 

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

3) We perfom 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 avaidable= 71. So the system will display a total of 71 units.





 

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