Stock adjustments

Stock adjustments

Stock Adjustments enable user to increase or decrease the quantity of items you have "In Stock" (read more about the Inventory list). Typical situations where user can create a Stock Adjustment include- any other positive or negative event, which affects the Stock level - theft, fire, lost items, gifts, etc.

Stock
Stock1

STOCK ADJUSTMENTS IN ACCOXI

Stock adjustments can be done by using Inventory Module  Stock adjustments. Here the user can adjust the inventory of the business in case of any natural or man-made calamities-caused stock adjustments.

Key features:
  • User can view all the adjusted stocks in a single window
  • User can adjust the stock on the quantity as well as value of the inventory
  • User can easily opt the reasons for stock adjustments from the inbuilt drop down menu.

Stock Adjustments

STOCK ADJUSTMENT SEARCH:

By clicking Inventory Module à Stock Adjustments user will be able to view the adjusted stocks.

Stock Adjustment Search

1.FILTER

The filter option in stock adjustment search window helps the user to filter the stock adjustment search data shown in the window

  • Filter of stock adjustment search can be done in two ways- either you can directly enter the reference number into the search bar near filter option or by clicking the filter drop down. User can filter the data by entering the reference number according to value or quantity. Also, user can filter the data using the date of the stock adjustment.

2.NEW STOCK ADJUSTMENT

Using new stock adjustment button user can make adjustments to a stock.

Steps to make stock adjustment:

  • Access new tock adjustment through inventory module and click on new stock adjustment button from the stock adjustment search window
  • Reference number will be automatically generated for the new stock adjustment form
  • Enter the date of the adjustment and select the mode of adjustment which is user is trying to adjust the quantity of the stock or value of the stock
  • Select the reason for the stock adjustment from the drop down list and enter description
  • Select the item you want to adjust and its current quantity or value will be visible in the table user can enter the new QTY./VALUE to the table and adjusted value or qty. will be generated and use the save button to make changes in the stock

Stock Adjustment 1

FIELDS

DESCRIPTION

Ref. Number

The reference number of the new stock adjustment will be automatically generated.

Mode

User can select the mode of adjustment by trying to adjust the quantity of the stock or value of the stock

Date

User can easily select the date of the adjustment from the given calendar format

Reason

User is available with some default reasons for stock adjustment and it makes the user easily select the reason from the drop down list

Description

The user can enter any descriptions for the stock adjustment in this column

#

The serial number of data in the table is given in this section

Item name

User can select the item that he wants to adjust from this column by just pressing enter and selecting the name of the item from the pop up menu

Batch

The batch of the product that user want to adjust  can be selected from this column

QTY/VALUE available

It shows the present quantity/ value of the item

New quantity

User can enter the new quantity/ value that he wants to set for the item in this column

Adjusted QTY.

The adjusted quantity after making adjustments will be visible automatically in this column

Save

After making adjustments press this button to save the changes made

Clear

This button helps the user to clear any data entered in this window

Exit

This will exit the current window

 

 

DATA AVAILABLE IN STOCK ADJUSTMENT SEARCH TABLE

FIELD

DESCRIPTION

#

The serial number of the data in the table is displayed

REFERENCE NUMBER

The automatically generated reference number of the stock adjustment created will be displayed in this column

DATE

The date of the stock adjustment is shown in this section

MODE

The mode of adjustment which is on the basis of value or quantity will be displayed in here

REASON

The reason for stock adjustment made is shown in here

DESCRIPTION

Any comments or description regarding the stock adjustment made will be shown in this column.

3.REFRESH

If your latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

4.EXPORT

The stock adjustment can be exported to Excel format. Click on the Export button at the   top right corner near the +New button. Select the file location and click Save.

5.View:

The view button shows the details of the stock adjusted in the stock adjustment window user can’t make any changes in this window.

6.Pagination Control

It controls the page navigation and the page size. Page size can be set to 10, 20, 50 or 100. By giving page number in the box and clicking on Go button, the user can jump to the entered page.

7.Exit

Below the pagination control, there is exit button. If you want to exit the stock adjustment search page click on exit button.

 

Frequently Asked Questions?

01How do I filter stock adjustments data?

  • Go to Inventory module => Stock Adjustments => stock adjustment search window opens
  • Filter option is available below the stock adjustments search bar at the left hand side. Stock adjustments can be filtered based on reference number, quantity, value and by date. Either you can give any of the said criteria directly into the search bar near filter option or by clicking the filter down arrow option you can give the details into the fields directly.

02How do I create a new Stock Adjustments?

  • Access new stock adjustment through inventory module and click on new stock adjustment button from the stock adjustment search window
  • Reference number will be automatically generated for the new stock adjustment form
  • Enter the date of the adjustment and select the mode of adjustment which is user is trying to adjust the quantity of the stock or value of the stock
  • Then select the reason for the stock adjustment from the drop down list and enter description
  • Then select the item you want to adjust and its current quantity or value will be visible in the table user can enter the new QTY./VALUE to the table and adjusted value or qty. will be generated and use the save button to make changes in the stock

03How do I view the created Stock Adjustment?

  • Go to Inventory module => stock adjustments => stock adjustment search window opens
  • Click on eye button which represents the view option of the corresponding stock adjustment.
  • User will be redirected to stock adjustment view

04How do I export the Stock Adjustment data?

  • Inventory module => Stock Adjustments => Stock Adjustment search window opens
  • Click on export button on right end side
  • From the save as pop up window select file location, name and type
  • The click save

05How do I choose the reason for the stock adjustment?

  • Inventory module => stock adjustments => stock adjustment search window opens
  • Click on new stock adjustment
  • From the stock adjustment form there is a drop down list available saying reason. You can opt the apt reason from this
  • And click save