Inventory and Services > Entering an Inventory Adjustment
Adjust Inventory Levels
To adjust the stocking level of an inventory item:
- Open the Inventory Adjustments window.
How?- In the Home window, click Inventory & Services on the navigation pane.
- In the Tasks pane, click the Adjust Inventory icon.
- Enter a Source, such as an invoice or memo number.
- Enter the Date.
- (Optional) Type a Comment explaining the reason for the adjustment.
- (Optional) Select the location
at which you want to adjust inventory.
- In the Item
column, click
to open the Inventory list. Select an item
and click Select. - Type the number
of units to adjust the inventory count by in the Quantity
column. Enter a positive number to increase the count, or a negative number
to reduce the count.
If the item uses serial numbers, click
and enter or select the serial numbers of the items being added or removed from inventory. - (Optional) Change the Unit you want to adjust for the item.
- (Optional) Change the Unit Cost and Amount if necessary.
- Click in the Account column to open
the Account list. Select the account to be debited or credited for this
inventory adjustment. A typical account for this box would be an expense
account such as Shrinkage, Obsolescence, or Damage. Click Select.
- (Optional) Allocate adjustment amounts to a project.
- Click Process.