Back Office: Inventory - Adjust Inventory Reasons

Back Office: Inventory - Adjust Inventory Reasons

  1. Sign into the Back Office.

  2. On the left-side Navigation Panel, click Inventory then Adjust Inventory Reasons. The Adjust Inventory Reasons screen appears, with the previously created Adjust Inventory Reasons appearing in table format. On this page, you can make predefined Reasons for adjusting the Inventory.
    1. The pink + New Adjustment Reason button appears at the upper-right.
    2. The Active/Inactive Reasons toggle button, Search Option (find specific Reason[s]), Column option (to select which columns to show/hide) and pagination (number of records by page) are also available.


    3. The table contains the below columns:
      1. Name – Displays the name of the Reason.
      2. Type – Displays the type of Reason (Increase, Decrease or Adjustment).
      3. Default – True or False appears which is set during creation of the Reason.
      4. Action – The Edit (pencil) or Delete (trash can) options are available.

    4. Active
      1. By default, the button will be set to Active and all Active Reasons appear.
      2. Selecting Active will change to Inactive, and shows deleted Reasons appear.
      3. Select Inactive to change back to Active. A pop-up appears which shows ‘Are you sure you want to activate this item’ with Cancel and Yes, Activate options.
        1. Yes, Activate: the ‘Adjust Inventory Reason Activated Successfully’ pop-up appears.
        2. Cancel: the pop-up will be closed.


    5. Actions
      1. Edit (pencil icon) – The Edit Adjustment Reason pane appears, with the corresponding Reason’s information appearing for updating. Click Update to apply the update(s) [once any are made] or Cancel to keep as-is.


      2. Delete (trash can icon) – The ‘Are you sure you want to delete this item?’ pop-up appears, with Cancel and Delete options. Select Delete and the Reason is deleted (moved to Inactive) with the ‘Reason inactivated successfully’ confirmation appears. Select Cancel to keep the Reason as Active.



    6. New Adjustment Reason - A new Reason is created by clicking the pink + New Adjustment Reason button at the upper-right. The New Reason pane appears:
      1. The Save button at the bottom-right will be disabled by default, and is enabled only after filling in all mandatory fields.

      1. Name – (Mandatory) Enter the name of the new Reason (maximum of 25 characters).
      2. Default – Toggle with YES or NO option.
      3. Select Reason Type – Select the type of Reason: Adjusted, Increase or Decrease.
        1. Adjusted – Selected when an item is being Adjusted.
        2. Increase – Selected when an item is being Increased.
        3. Decrease – Selected when an item is being Decreased.
      1. Save – If available and selected, the ‘Reason Saved Successfully’ pop-up appears.
      2. Cancel/Close – If selected, the Reason won’t be created and the pane will be closed.

    • Related Articles

    • Adjust Inventory Reasons

      Creating an Adjust Inventory Reason: Select “Inventory”, “Adjust Inventory Reasons”, “+Reason” Type in the name of the reason and select if the reason will be an increase or decrease

    • Build Version 2.1.22 - Inventory Release

      Back office: Inventory Enhancements: Inventory Phase 2: Inventory subcategory is included as like in Products/Items. Subcategory filter option is included in Inventory reports. Default filter option “Adjust Inventory” is added in Adjust Inventory ...

    • Adjust Inventory

      Adjusting Inventory by Item: ​ Select “Inventory”, “Adjust Inventory”, then select the green button next to the item you want to adjust Select a Reason Type You will be able to change the count Bulk Update to Inventory: Select “Inventory”, “Adjust ...

    • Back Office: Inventory - Adjust Inventory

      Sign into the Back Office. On the left-side Navigation Panel, click Inventory then Adjust Inventory. The Adjust Inventory screen appears, with tabs for Inventory Item, Retail Item and Sub-Recipe. At the upper-right portion of each tab’s page, buttons ...

    • Back Office: Inventory Reports

      Log into the Back Office and select a Store. Under Reports > Inventory Reports. On the Inventory Reports dashboard, select a tab. Master Stock Purchased Item Consumption Log Compare Inventory Count Sheet COGS Adjust Inventory Inventory Item History ...