Adjust an Inventory Lot

To access the INVENTORY LOTS screen: Go to the INVENTORY menu → INVENTORY LOTS screen

There may be times when you need to simply adjust your inventory balances.

For example: Perhaps there is a balance of two bushels left behind in a bin due to shrink or you have made an entry mistake. Select your inventory lot and then select "Adjust Inventory" action. You will be asked to select a storage location and a quantity. You can adjust inventory balances by negative or positive values.

Watch the video below to learn about adjusting inventory

Enter the Inventory Lot Details screen for the lot you want to adjust, click View Lot Details.

Click More Actions, select Adjustment to adjust inventory.

Fields appearing in Pink are Mandatory, and must be entered.

Storage Location: Select the location of the inventory you are adjusting.
Quantity (): Add the quantity for the adjustment. You can enter positive or negative values.
Comments: Add a comment for why you are adjusting the inventory.
Override Date?: If the inventory was adjusted on a day other than today, select this box, and choose the day.
Unclean?: When you receive or adjust inventory, you can specify whether or not the inventory is clean or dirty by selecting the "Unclean" checkbox. The system is designed to ensure that you do not mix clean and dirty inventory into the same storage location.

When complete, click Save.

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