Make an Inventory Adjustment

In this article

Inventory Edition only

Background

To make adjustments to reconcile differences between your physical count and the inventory in JobTracker follow the steps below. There are instructions for serialized and non-serialized items.

Step-by-step: Adjust a Serialized Item

  1. For serialized items, adjustments are made to individual serial numbers. Go to Inventory::View Inventory.
  2. Click the serial number and choose View Serial Number Detail.
  3. In the Transactions Section, click the New Adjustment... button and enter values for the following fields:
    • Adjustment Quantity - positive numbers add to inventory and negative numbers subtract from inventory
    • Description - Enter a reason for the adjustment.
    • Adjustment Date - Indicates when the inventory adjustment will take place.

Step-by-step: Adjust Non-serialized Items

  1. Go to Inventory::View Inventory.
  2. Click the desired product variant and select View Inventory Transactions for 'product variant'.
  3. Click the New Adjustment... button to display the Create New Inventory Adjustment dialog box. Enter values for the following fields:
    • Adjustment Quantity - positive numbers add to inventory and negative numbers subtract from inventory.
    • Description - Enter a reason for the adjustment.
    • Adjustment Date - Indicates when the inventory adjustment will take place.

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