Adjust Inventory Levels

To adjust the stocking level of an inventory item:

  1. Open the Inventory Adjustments window. How?
      1. In the Home window, click Inventory & Services on the navigation pane.
      2. In the Tasks pane, click the Adjust Inventory icon.
  2. Enter a Source, such as an invoice or memo number.
  3. Enter the Date.
  4. (Optional) Type a Comment explaining the reason for the adjustment.
  5. (Optional) Select the location at which you want to adjust inventory. (Premium)
  6. In the Item column, click to open the Inventory list. Select an item and click Select.
  7. 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. (Enterprise)

  8. (Optional) Change the Unit you want to adjust for the item.
  9. (Optional) Change the Unit Cost and Amount if necessary.
  10. 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.
  11. (Optional) Allocate adjustment amounts to a project.
  12. Click Process.