About This Functionality

This functionality allows you to perform two operations: 

  • Inventory audit – a manual check of all inventory items.
  • Adjustment – this operation allows you to address any discrepancies you encountered during the inventory audit. You can also just change inventory quantities if necessary – for example, because of spoilage.

In summary, both audits and adjustments help you keep track of your inventory efficient and robust, with full records kept on any changes.

This topic covers the following subjects:

View a List of Inventory Operations

To view a list of inventory operations

  • In the left pane of Back Office Management console, expand the Inventory node, and then click Audits and Adjustments.
    This opens a list of operations similar to the following screen:

This page defines the following elements:

  • Audit: click to start performing inventory audit procedures
  • Adjust: click to start adjusting the inventory quantities
  • Location, Search, and Period: allow you to set criteria (such as a location, a search key word, and period) for filtering the list of operations.
  • Apply: click to filter the list basing on the above-mentioned criteria.

Perform the Inventory Audit

To start performing a manual inventory audit

  1. Click Audit.
  2. When prompted, choose a location where to perform the inventory audit.
    This displays a list of inventory items available in that location. For example, this list could be similar to the following screen:
  3. Check the inventory item quantities for each record of this list.
  4. Do one of the following:
    • To confirm the item quantity for a record, click  next to that record.
    • To adjust the item quantity, click , update the item parameters as necessary in the Audit Item form, click OK, and then click  again:
  5. After checking all inventory records, ensure that in the Action column all confirmation icons are green, and click Save:

Adjust the Inventory Quantities

To adjust the inventory quantities

  1. Click Adjust.
  2. When prompted, choose a location where to perform the inventory adjustment.
    This displays a list of inventory items available in that location. For example, this list could be similar to the following screen:

  3. To adjust an item quantity, click  next to the item, update the item quantity as necessary in the Audit Item form (see the screenshot earlier in the previous section), and click OK.
  4. Click Save.

See also