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Overview

Excerpt

The system gives users the option to update the on-hand quantity amount for the units inventory that are 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.

Instructions:

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



  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. 



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



  4. After clicking on the link, the system will display detailed information of the adjustments made and the person who did it.





    Info

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

Performing Inventory in Units Adjustments

To add a new adjustment to the units inventory follow the instructions below:

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

  3. The system will display the current 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 do not match.



  4. 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.

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



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





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



 

 

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Note

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