Retail Back Office: Inventory - Adjust Inventory Reasons

Retail Back Office: Inventory - Adjust Inventory Reasons



Navigation: Sign into the Back Office for your Retail Store, then select Inventory > Inventory Reasons.

The Adjust Inventory Reasons screen appears, with the created Reasons appearing in table format containing the following 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.
    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.


Create a New Adjustment Reason (or Update an Existing Reason)

  1. Click the pink + New Adjustment Reason button at the upper-right (or click a Reason's corresponding Edit (pencil) icon. The New/Update Reason pane appears.


  2. Name – (Mandatory) Enter the name of the new Reason (maximum of 25 characters).
  3. Default – Toggle with YES or NO option.


  4. Select Reason Type – Select the type of Reason:
    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.

  5. When ready, click Save or Update at the bottom-right (all mandatory fields must be filled in). You are returned to the main Adjust Inventory Reasons page, the ‘Reason Saved/Updated Successfully’ pop-up appears.
         
    1. Cancel/Close – If selected, the Reason won’t be created/updated and the pane will be closed.