Adjustment Type

Understanding Adjustment Type

What is Adjustment Type?

There are typically three commonly used Adjustment Types within Canary7.

Adjustment: Changing the quantity of inventory. Inventory can be be added or subtracted.

Status Change: Allows users to change the status of Inventory. For example, inventory status can be changed from Available to Held, order to prevent this stock being allocated. A commonly used Status Change seen within Canary7 is inventory being changed from Available to Quality Control in order to delineate which stock is required for Quality Control purposes and therefore cannot be allocated.

Transfer: Used moving items from one location to a different location.

Accessing Adjustment Type

Within the Navigation menu, click on the search bar and type ''Adjustment Type'' and click on "Adjustment Type". Adjustment Type is also in Configuration, under Functional Area Setup > Inventory Control Setup > Adjustment Type.

The most optimal way to utilise inventory adjustment is directly from Inventory Enquiry. This allows users the ability to preform Multi-Adjustments by selecting multiple items, clicking the ellipsis menu and selecting Multi-Adjustment as demonstrated below:

You will then have the ability to adjust the quantity, status or location of each item that has been selected, depending on the desired adjustment type.

 

Adding an Adjustment Type

Enter Required Fields

Enter or Select the following

• The Name of the Adjustment Type
•  Adjustment Class
•  Description

  Text that informs the user of what the field is.

  Text that informs the user of what the field is.

Ensure that the Active check box is checked so that it will appear in the system. If unchecked, it won't be seen.