Chapter Topics
How Adjustments Work
Making an Adjustment
Adjustment Reports

How Adjustments Work
An Adjustment is a document done at a Remote station that is used to make positive or negative modifications to the stock levels of items in inventory.

Typically, Adjustments are used for one of three purposes:
1) To set initial sock quantities for a store. (However, wherever possible it is much better to  use a Receipt since it links the
    merhandise to a vendoar and Adjustments do not average costs in the Cost Audit Log).
2) To adjust inventory levels because of an input error in some other document such as an Out Slip, a Receipt or another
    Adjustment.
3) To adjust stock levesl because of theft, damage to merchandise, lost merchandise or other shrinkage.

Adjustments are also generated automatically after Count Sheets are applied during the Physical Inventory. Every modification to inventory arising from a difference between the stock levels in the system and the stock levels physical counted are recorded in an Adjustment.

When you make an Adjustment with a positive quantity:
* Stock is added back to the inventory;
* An entry is recorded in the Audit Log;
* The transaction is stored in the Documents>Adjustemnts Catalog;
* Average costs are in no way modified.

When you make an Adjustment with a negative quantity:
* Stock is subtracted the inventory;
* An entry is recorded in the Audit Log;
* The transaction is stored in the Documents>Adjustemnts Catalog;
* Average costs are in no way modified.

Adjustements are synchronized out to the Main station just like any other document. This way the Main will up date its stock quantity information for the store in question.

Making an Adjustment
To make a new Adjustment, open the Adjustment screen from the Transactions menu:

Once in the Adjustments screen, you will notice it looks like any other transaction screen with the same toolbar at the top. Before you begin, select the Adjustment type from the drop down menu. The contents of this menu are defined in the Adjustment Types Catalog at the Main station, as shown below:

These will help you keep track of the reasons behind different Adjustments and see, for example, the number of adjustments made because of theft vs those made because of misscounts.

Once you have selected the adjustment type, enter the items that need to be adjusted. As with any transaction, you can enter the items that you want to adjust by entering the item number, scanning the bar code, looking up the item in the Item Catalog or by downloading the items from a PDT. In the example below, two additional stock quantities are being addeed to Item #67 and three stock quantities are being subtracted from Item #305.

You can also add any text you want in the Notes area. When you are finished entering the item data, press F12 to print the Adjustment. The Adjustment will be saved in the Documents>Adjustments Catalog as shown below:

This particular adjustment was created automatically during a Physical Inventory. The text "Physical Inventory Adjustment added automatically" will appear in the Notes field of any Adjustment created during this process.

Adjustment Reports
Pressing the Reports button in the Documents>Adjustments Catalog will open up a list of reports related to Adjustments, as shown below:

The most useful of these is the Adjustments Journal (shown below) which lists all of the Adjustments made in a given date range:

If you need to dig deeper, you can use the Adjustment by Number report to print the detail of a specific Adjustment.

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