Overview
If you are tracking inventory by the lot number for an item, you'll want to first ensure that the individual purchase balances are accurate. After your physical count of the item, you will want to navigate to the inventory item and adjust the individual purchases so the items balance matches the specific lot numbers. If you are not tracking lot numbers of an item, you can do an overall adjustment to the items "Current Balance". Below, you will learn how to do both.
Recording an Adjustment on a Purchase (Specific to Lot Number)
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Click the arrow to learn more
Click on "Inventory"
Search for the applicable inventory item
Click on "Purchases" and select "View Purchases"
Click on the gear icon for the purchase you wish to adjust, and select "Adjust Balance"
Complete the form that appears, and click "Save"
Once lot number balances are accurate, the next step is to adjust the top level balance to equal the sum of the purchase balances, or to just adjust the balance to match what is on hand if there are no purchases recorded.
Record an Overall Adjustment
Click the arrow to learn more
Click the arrow to learn more
Click on "Inventory"
Search for the applicable inventory item
Click on "Adjustments" and select "New Adjustment"
Complete the form that appears, and click "Save"
An adjustment records the actual balance on hand. The system automatically deducts from the items balance, based on the purchases entered (if purchase history exists. The configuration "Inventory Shelf Management" in Settings is how you set the way you need to system to pull out stock, based on the expiration date.