Adjusting Inventory

This section discusses adjusting inventory to add or remove items by using the Adjustments tab. Topics include:

Only staff and providers who have the Adjustments security setting selected can access the Adjustments tab. For more information, go to Setting Up Your Resources(Providers and Staff).

Adding an Inventory Adjustment

Perform an adjustment to add or remove items from your inventory.

  1. Click Inventory and select Product Inventory.
  2. Click the Adjustments tab.
  3. Click +Adjustment.
  4. Select the Item Type.
  5. Enter any Notes for the adjustment.
  6. Click Save.

    The adjustment record is created and the Inventory Activity grid opens.

  7. Click +Activity.
  8. If you know the UPC Code and/or Item Number you want to locate, enter it and click Search.

    If you do not know the UPC code or item number, or if you want a more refined search, go to “Using the Stock Item Search” in the Looking Up Frames topic.

  9. Enter the Quantity. Enter a negative number if you are removing items from your inventory
  10. Select the Adjustment Reason.
  11. Click Save.

    A message appears, asking if you want to commit this activity to Inventory.

  12. Click OK.

Viewing Adjustment History

  1. Click Inventory and select Product Inventory.
  2. Click the Adjustments tab.
  3. Select the Item Type.
  4. Click the blue arrow next to an adjustment to see the adjustment details.