Back Office: Inventory - Adjust Inventory

Back Office: Inventory - Adjust Inventory

  1. Sign into the Back Office.

  2. 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.


    1. At the upper-right portion of each tab’s page, buttons for Download Template, Upload Inventory Count, and + Bulk Adjustment appear – with options to Search and hide/view Columns. Pagination (records per page) is at the bottom-right.


    2. Each tab will display a table containing the following columns:
      1. Name – The name of the inventory item which has been created in the Inventory section.
      2. Type – The type will be displayed (Inventory Item, Retail Item or Sub-Recipe).
      3. Inventory Count – The available quantity of the inventory Item will be displayed.
      4. Actions – The inventory item reason type can be tuned (edited).
Download Template
Bulk Adjustment
Inventory Item Tune (Edit)
Sub-Recipe Item Tune (Edit)
Download Template
  1. Select the + Download Template button to download the Template (AdjustInventoryItem.xlsx) containing data of Items or Sub Recipes.
    1. Tip: Remember where the template file is saved to make uploading the updated file easier.


  2. Update any info as needed, then save the file and upload by clicking Upload Inventory Count. Navigate to where the saved file is located, then double-click the file (or click then select Open).

Bulk Adjustment
When the + Bulk Adjustment button is selected, the table view is replaced with a new table containing the following columns:
  1. Inventory Item Tab or Retail Item Tab
    1. Name – The Name of the adjust inventory Item.
    2. Vendor Name – Vendor name of the item or sub recipe of the adjust inventory.
    3. Brand – The brand name of the vendor.
    4. Inventory Count – The corresponding amount of inventory for the Item.
    5. Reason – A dropdown containing the created Adjust Inventory reasons. It is filled in with a temporary greyed out Select Reason by default.
    6. Available – Can be filled in only after a corresponding Reason is selected. Enter the Amount (you can use ▲/▼ to increase/decrease the amount).
    7. Unit – The item’s unit of measurement (Grams, KG, each, etc.).
    8. Notes – Any notes about the adjustment can be added here.



  2. Sub-Recipe Tab
    1. Name – The Name of the adjust inventory Sub Recipe.
    2. Inventory Count – The corresponding amount of inventory for the Sub Recipe.
    3. Reason – A dropdown containing the created Adjust Inventory reasons. It is filled in with a temporary greyed out Select Reason by default.
    4. Available – Can be filled in only after a corresponding Reason is selected. Enter the Amount (you can use ▲/▼ to increase/decrease the amount).
    5. Unit – The item’s unit of measurement (Grams, KG, each, etc.).
    6. Notes – Any notes about the adjustment can be added here.


  3. Select the <- button at the upper-left next to Bulk Adjust Inventory to return to the main Adjust Inventory screen without applying updates.


Inventory Item Tune (Edit)
  1. Under the Actions columns, select the Tune (Edit) button.


  2. The Adjust Inventory pane appears with fields filled in based on information from the selected row. Buttons for Update and Cancel appear at the bottom.

    1. All fields – except for General and Vendor Name – can be edited.

  3. Name – The Name of the Inventory Item.

  4. Reason Type – (Mandatory) Select the reason type (created from the Adjust Inventory Reason screen) from the dropdown. No other updates can be made until a Reason Type is selected.

  5. Vendor and Count – The name of the Vendor appears, and the Count (amount) can be updated.

  6. Adjustment Notes – Type any relevant notes for the Inventory Item.

  7. Update – The button will be disabled (greyed out) until Reason Type and other fields are edited. When enabled and selected, you’re returned to the main Adjust Inventory screen and the message ‘Stock adjusted successfully’ appears at the top-right.
    1. Select Cancel / Close to return to the main Adjust Inventory screen without making updates.



Sub-Recipe Item Tune (Edit)
  1. Under the Actions columns, select the Tune (Edit) button.


  2. The Adjust Inventory pane appears with fields filled in based on information from the selected row. Buttons for Update and Cancel appear at the bottom.

    1. All fields – except for General and Vendor Name – can be edited.

  3. Name – The Name of the Sub-Recipe Item (cannot be edited).

  4. Reason Type – (Mandatory) Select the reason type (created from the Adjust Inventory Reason screen) from the dropdown. No other updates can be made until a Reason Type is selected.

  5. Existing Inventory Count – The quantity of the sub-recipe inventory item (can be updated).

  6. Adjustment Notes – Type any relevant notes for the Sub-Recipe Item.

  7. Update – The button will be disabled (greyed out) until Reason Type and other fields are edited. When enabled and selected, you’re returned to the main Adjust Inventory screen and the message ‘Stock adjusted successfully’ appears at the top-right.
    1. Select Cancel / Close to return to the main Adjust Inventory screen without making updates.


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