Editing adjustments

To edit an adjustment:

Select Inventory>Adjustments. A list of adjustments appears.
Highlight the adjustment you want to edit, then select Edit up above. The adjustment must be in Saved status.
The adjustment displays. General adjustment information is up above and a list of adjustment items is below.
Edit the fields as necessary. More info...
- To add additional items to the adjustment, under Adjust Items, click Add inventory item (to change the quantity of an existing inventory item) or Adjust from zero (to add an inventory item that is not in your warehouse currently) from the toolbar.
- To remove an item from the adjustment, under Adjust Items, check the box next to the item and click Delete item from the toolbar.
- Note that for each item, you can adjust the quantity but not the unit of measure. The unit is fixed based on how the item was initially received. (If you do need to change the unit of measure, you can edit the inventory item.)
When finished, select Adjust to make the adjustment right away, Save or Save & Continue Editing to save the adjustment, or Perform Soft Allocation to reserve the inventory.
- Selecting Adjust immediately alters the quantities of the items to the New Quantity for each line, and changes the status of the adjustment to Closed. The adjustment is no longer editable. It appears on the list at Inventory>Adjustments. The individual adjustment items appear on the list at Inventory>Adjustment Items List, each with a status of Closed.
- Selecting Save or Save & Continue Editing changes the status of the adjustment to Saved, but does not have any effects on inventory. The adjustment is still editable. It appears on the list at Inventory>Adjustments. The individual adjustment items appear on the list at Inventory>Adjustment Items List, each with a status of Saved.
- Selecting Perform Soft Allocation reserves the inventory and prevents other warehouse operations from working with it. The adjustment remains in status Saved and it is still editable. The individual adjustment items appear on the list at Inventory>Adjustment Items List, each with a status of Saved. The report for each inventory item (Reports>Inventory by Item>View) includes a Soft Allocations table that references this adjustment.