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Stock Adjustment Grid

This function allows you to make Stock Adjustments to record events such as breakages and theft via a grid either using single items or via the pre-defined templates. It is only available if the check box Allow stock template functionality in the Inventory tab within System Settings is enabled.

Update the DRSScheme.INI within the [Standard] section, with the following (if not already present) btnBigNo=BigRed (ideally around the btnBigOK, but not compulsory).

Figure: Example Stock Adjustment Screen

Location

The location at which the stock adjustment is being made.

Comment

A comment about why the stock adjustment was done. This is not printed on the report, it is simply for information purposes only.

Filter Grid by Template

Use this button to filter the grid by template. Select the template via the drop-down list and the grid is updated.

Status

The status of the current adjustment. The system will update the status automatically as you create, and prepare the adjustment. The status codes are:

New

Indicates an adjustment has been created but not yet accepted.

Printed

The Stock Adjustment Report has been printed but the adjustment has not yet been accepted.

Adjusted

The Accept button has been pressed and the adjustment has been finalised. Details cannot be changed.

Created

The user who created the stock adjustment, and the date when the adjustment was created. This is set automatically by the system.

Authorised By

The code of the user who authorised the transaction when it was accepted.

Template

Select a pre-defined template and click the arrow button.

There are buttons at the top of the window to control the transaction. Special buttons include:

Press this button when the stock is transferred. This will alter the stock on hand at both locations.

Press this button to import items from another source such as a handheld or spreadsheet. See Importing Data for further details.

Adjustment Items

These are the items that will be adjusted as part of this transaction.

Adjustment Type

The reason for doing the stock adjustment. While performing a stock adjustment the last entered or amended record adjustment type is stored and displayed as default for new records to speed up the stock adjustment process.

See Stock Adjustment Reasons for details on how to set up these codes.

IPN

The number of the item being adjusted. If you don't know the number an Item Search can be made by clicking on the button. The system will check to see if the item has a 'Cannot Adjust Stock Before This Date' special date in Items. If there is a date defined for the location and the current date is before this date, the item will not be allowed to be added to the transaction.

Description

The description of the item being modified. This is set by the system.

Qty

Quantity of items to adjust.

UOM

The Unit of Measure of the item. This is set by the system and is used for reference purposes only.

Value

Value of adjustment.

Status

New, Printed, Adjusted, HO Req or HO Err.

Template

Template used.

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