Android Adjust

The Adjust Inventory screen allows you to change the quantity (inventory amount) of existing items.

Note: An item that is tracked by a serial number and is checked out cannot be adjusted.

Tap on Transactions > Adjust.

The Adjust screen will appear.

 

Note:

• Fields with an asterisk (*) are mandatory. Also, you can lock the field, refer to Android Pinning Data. The magnifying glass icon allows you to search for an item. It will navigate to the Search Items screen where you can search for items.
• You can use the keyboard to enter the information in any field. Or if you want to scan a barcode, use the barcode scanner. Tap on the Barcode symbol, the scanner will appear. Scan the barcode and the field will display the scanned barcode number.

 

• Site-Item/Category Restrictions  

If the “Site-Item/Category filter” is applied on the web,

• Adjust Count - Site-item/category restrictions apply if the quantity entered exceeds the current quantity in the system. An error message will appear, showing that all inventory items cannot be adjusted.
• The item that cannot be adjusted will have a warning message showing that "Site does not exist or you do not have security access to this site".
• Adjust Down (removal) - No site-item/category restrictions are applied.
• Adjust Up (add) - Site-item/category restrictions are applied.

Note: Adjust transaction allows the user to remove quantity for an item that is at a restricted site.

 

Adjusting an Inventory:

1. Enter the item number. Search for an item. Refer to the topic Search Items on the View Items Screen.
2. Based on the information entered while creating a new item, the item description will automatically populate. The field will be read-only. In some cases, the site and the location will also populate.
3. Enter/select the site.
4. Enter/select the location.
5. Enter the trackby details.

Note: If the items are tracked by any of the trackbys options, then the track by option will appear. The fields would be serial number/ lot number or date field. Also note that if the item is tracked by serial number, the quantity is always 1, as each item will have a unique serial number.

6. Enter the quantity that you want to adjust.

• Count: This changes the count for the item. For example, if you want to change the count for an item from 25 to 36, enter 36 and make sure Count is selected.
• Down: This adjusts the inventory quantity for the item down by the number entered. For example, if the current quantity is 25 and you enter 5 Adjust Down in the Quantity field, the InventoryCloud will change the quantity for the item to 20.
• Up: This adjusts the inventory quantity for the item up by the number entered. For example, if the current quantity is 25 and you enter 5 Adjust Up in the Quantity field, the InventoryCloud will change the quantity for the item to 30.

Note - The Up and Down option is not applicable for an item tracked by serial number.

7. Select the reason for the change. Options are found, return, breakage, lost, and cycle count. The count will display all the options. The "up" option will display repaired, upgraded, and cycle count. The "down" option will display breakage, lost, and cycle count.

8. Enter/select the customer.
9. Enter Notes, if any.
10. Tap on Adjust button.