Adjusting customer- or distributor-owned inventory quantities

  1. In Storeroom, select Inventory Movement > Adjustment.
  2. Specify a warehouse.
  3. Click New, and then specify the product.
  4. Specify the inventory type.
  5. Specify the amount of the adjustment in the Quantity field.

    To increase the net available amount, specify a positive amount. To reduce the net available amount, specify a negative amount.

  6. If the product is a lot-controlled product:
    1. Click Lots.
    2. Click New to specify new lot numbers or use the lookup to specify existing lot numbers.

      To increase the quantity, specify new or existing lot numbers and the quantity. If you specify a new lot number, you can specify the bin location, open date, and expire date.

      To decrease the quantity, specify existing lot numbers and quantity. Even though you are decreasing the quantity, specify a positive number in the Quantity field.
      Note: You cannot change the open date or expire date for an existing lot.
    3. Click Accept after you have entered the expected amount.
  7. If the product is a serial-controlled product that is assigned a serial number during receiving:
    1. Click Serials.
    2. Click New to specify new serial numbers or use the lookup to specify existing serial numbers.

      To increase the quantity, specify a new serial number for each product. You can also specify the bin location and include a comment.

      To decrease the quantity, specify an existing serial number for each product.

    3. Click Accept after you have entered the expected amount.
  8. Click Submit.
    If your role security requires that your Inventory Movement transactions receive manager approval, the transaction remains in a pending status until approved by a manager.