Inventory Adjustment

Created by Nefhy Webster, Modified on Wed, 08 May 2024 at 01:50 PM by Nefhy Webster

Estimated reading time: 11 minutes.

This refers to the updating or modification of the quantity of products recorded in the system to accurately reflect the actual stock available at the establishment.

Manage Inventory Adjustment Panel
Panel for Creating/Updating Inventory Adjustment
Saved Adjustment Panel
Processed Adjustment

Manage Inventory Adjustment Panel

Manages and controls changes or discrepancies in the quantity of products available in the inventory. Additionally, it allows for periodic updates to accurately reflect the actual stock of products in the system.

Segment	Description
Create Inventory Adjustment	Records the documentation of specific changes in the quantity of products available in the inventory.
Inventory Adjustment	These are the names assigned to adjustments previously made to the inventory of the location.
Observations	These are additional comments or notes that provide additional information or important details about the reason or nature of the adjustment made in the inventory.
Warehouse	From here, the location of the products when the adjustment was made is set.
Created by	Here, the name of the user who created the adjustment is identified.
Status	This is the condition in which the adjustment is; it can be Pending and Processed.
Date	It is the moment when it was made.
Items	Here, the quantity of products included is recorded.
Buttons	These are presented in two forms, depending on the status of the adjustment, as each one allows you to work on the adjustment differently. (Note: This field is not titled). Pending Adjustment: Update, View, Delete, and Download. Processed Adjustment: View and Download.
Export Format (Bulk Importer)	From here, the editable format can be downloaded, obtaining the format for bulk upload.
Select File	By clicking this icon, the file browser will open so that the previously downloaded and edited document containing the bulk upload of ingredients can be selected.
Import	From here, the file is uploaded to the system.

Panel for Creating/Updating Inventory Adjustment

Provides the possibility to make precise adjustments to product quantities, update relevant information, and maintain accurate control of stock levels. Discrepancies can also be corrected, inventory changes recorded, and data accuracy ensured in real-time.

This panel is divided into three sections.

Inventory Adjustment

From here, we can create or modify the descriptive name, date of execution, observation, and status which can be pending if it needs to be completed or processed if it has been finalized.

Segment	Description
Name	Refers to the description of the adjustment to be made. It is important that the name be clear and specific to avoid confusion and errors in the adjustment. (Note: It is relevant to assign a name to visualize the list of products: otherwise, when trying to load a product or category, the following message will appear: "You must enter a name for the adjustment").
Date	Sets the actual moment when the adjustment is made.
Observation	Refers to any comment the person in charge wishes to add to improve traceability and facilitate understanding of the adjustments made.
Status	These are pre-set by default to track the adjustment process. Pending: Set when the adjustment needs to be completed later or monitored by one or more individuals. Processed: Once the adjustment has been completed and the relevant considerations have been made, it is placed in the Processed state, which is understood in the system as closed.

Information

In this area, you'll find relevant fields for the system such as warehouse, product, and category to be recorded and managed in the inventory adjustment, allowing for addition and deletion of data.

Segment	Description
Warehouse	Here, the warehouse where the adjustment will take place is selected. (Note: The system defaults to Production and Warehouse warehouses. You can always access the Warehouse field from Settings to edit Warehouse or create any other required warehouse. However, products intended for sale must be registered in Production).
Product	When the adjustment is based on a list external to the system, the name of the product to be recorded is added in this field.
Add Product	Once the Product name is recorded, this icon is pressed to update the Product List.
Add All	With this field, all Products in the system's inventory can be added. (Note: All system products are registered in inventory. By selecting Add All, sub-recipes and ingredients will be included).
Category	In this section, the name of the Ingredient Category is placed. (Note: In this section and in the Product section, the system will present existing names to facilitate search as you begin typing in these fields).
Add Category	Once the Ingredient Category to be adjusted is registered, this icon is pressed, and all added products in that category are loaded.
Delete All	From here, all Products added to the list are deleted.

Products

Here, Products will be recorded as they are added to the adjustment (Note: The list can be viewed once Products included in the adjustment are added).

Segment	Description
Image	Facilitates product identification. (Note: Must be set when creating the product in the system, in the Inventory Panel > Ingredients).
Code	This is the unique sequence assigned to the product. (Note: Must be set when creating the product in the system, in the Inventory Panel > Ingredients. If not previously set, the system will add a default one).
Name	This field displays the product description and allows easy differentiation, whether it's an ingredient or a sub-recipe.
Current Inventory	This is the figure previously recorded in the system for that product.
Inventory Unit	Displays the previously set calculation unit in inventory for the products.
Current Cost	This is the value of the ingredient when it's created in the inventory.
Tax	This is in relation to the current value, calculated based on 7% or 10%.
Quantity	This is the value entered after the adjustment is made. (Note: This field is displayed in an editable box to highlight that it can be modified).
Unit	This is the measurement parameter used for the product when the adjustment is made.
Delete?	A product can be removed from the adjustment list using the icon at the end of each line.
Save	All recorded information in the adjustment is saved here.

Saved Adjustment Panel

Access and manage raw adjustments and provide an overview of these, facilitating tracking changes and quick reference to previous adjustments.

Segment	Description
View Inventory Adjustment: (Title)	Here is the name assigned to the adjustment.
Inventory Adjustment	With this icon, you can access the sections: Create Inventory Adjustment (to start the process of creating an adjustment), Update Inventory (to update the current adjustment because it has been saved without processing), Manage Inventory (to return to the main Adjustment panel).
Image	Facilitates product identification.
Product Code	This is the unique sequence assigned to the product. (Note: Must be set when creating the product in the system, in the Inventory Panel > Ingredients. If not previously set, the system will add a default one).
Product Name	This field displays the product description and allows easy differentiation, whether it's an ingredient or a sub-recipe.
Current Cost	This is the existing value of the ingredient when it's created in the inventory.
Tax	This is in relation to the current value, determined using a calculation based on 7% or 10%.
Old Quantity	This is the amount previously recorded before the adjustment on the product.
Quantity	This is the new amount designated in the adjustment.
Difference	This is the remaining calculation between the Old Quantity and the Quantity.
Unit Name	It's the measurement unit used to view the product in the inventory.
File Type	To download the file, you can select from the following types: XLS, XLSX, HTML, PDF, DOCX.

Processed Adjustment

Once the adjustment is saved in the processed state, a system message appears "Are you sure you want to process the inventory adjustment, remember that the product quantities will be updated permanently." When the Accept button is pressed, it does not redirect to the Saved Adjustment Panel.