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

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

Warning: 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.

View Inventory Adjustments

To view adjustments recently made to the inventory, do the following 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 adjustments made to the units' inventory.
3. 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. 
4. 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.

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

Adjust Inventory in Units

To add a new adjustment to the unit's inventory, do the following instructions:

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 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.
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 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.

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 the units you have in inventory with the amount you enter during the adjustment.

Example:

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, 60.

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 take into account both the amount you enter during the adjustment process and the amount of the inventory for recalculating the total units amount.

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

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

3. We perform an adjustment and enter 80 units.

4. 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.