In this article, you will learn how to update the on-hand quantity amount of the unit's Inventory that is physically available versus the Komet Sales available quantity for the same product.
Roles enabled to perform this action: Admin, Sales Manager, Procurement User, Inventory.
You can adjust the Inventory as required and update the quantities based on availability. You can do this manually by using the Inventory Units Adjustment screen or by changing the Inventory in units directly from an Excel File. For more information, please refer to the following link: Adjust Inventory in Units from Excel File.
The Inventory in units adjustment process can only be started once daily; however, each product line item can have multiple daily adjustments. For multi-location companies, the system will allow one daily adjustment per location.
Table of Contents
View Inventory Adjustments
To view adjustments recently made to the Inventory, do the following instructions:
Go to Inventory> click on Inventory Summary > Select the Inventory in Units option.
After clicking "Inventory in Units,” click "Inventory units adjustment.” On this screen, the user will have a summary of all previous unit Inventory adjustments.
To see detailed information from these previous units' inventory adjustments, the user must go to the Actions column and click on the View link.
After clicking the link, the system will display detailed information on the adjustments made and the person who did it. The system allows users to export to Excel any adjustments report.
Multiple-Location Companies
In multi-location companies, the user must select the specific location for the adjustments.
Adjust Inventory in Units
To add a new adjustment to the unit's Inventory, do the following instructions:
Go to Inventory and select Inventory Summary.
Click on Inventory in Units.
Click on Inventory Units Adjustment.
Click on the New Adjustment green button. The system will display the currently available units' Inventory for the day, allowing users to enter the Adjusted Bunches quantity in case the physical inventory quantity and the system's information don't match.
The user can also add new items if additional units are found when executing the Physical Inventory. To add these, click on the Add Inventory green button.
The system will show a pop-up window called Add Inventory Unit. Enter the information requested and click on Add.
A new line with the newly added units will appear on the units adjustment screen and the "Inventory in Units" page.
Once done, the user can see all the adjustments made to the Inventory in Units.
Inventory 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 your units in Inventory with the amount you enter during the adjustment.
1. We have 32 units of Manzana Pom Daisy.
3. We perform an adjustment and enter any amount, for example, 60.
2. We sell four units, so we have 28.
4. 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 consider both the amount you enter during the adjustment process and the amount of the Inventory for recalculating the total unit amount.
1. In this case, we have 69 units of Pom Novelty White Brisa 70 cm
3. We perform an adjustment and enter 80 units.
2. We sell nine units so that we will have 60 units.
4. In this order, the system will do the following: 80 (Adjusted Bunches) -69 (Original Bunches)= 11 (Adjusted Bunches).
This quantity will be added to the units in the Inventory: 11 Adjusted + 60 Available= 71. So, the system will display a total of 71 units.
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