Operations

Inventory Adjustments

Frequency is up to you, but monthly adjustments seem to work well.

Types of Inventory Adjustments:

• Sample Logs
• Lost Product
• Transfers

How to do an inventory adjustment:

1. Go to Operations > Inventory Adjustments
2. Click on the New Inventory Adjustment button
   
3. Select Adjust or Transfer. Click OK
   
   
4. Click on the Add Product
   
   
5. Select product(s) and click OK.
   
6. Update Inventory Adjustment information:
   1. Enter in the Qty Difference(s) and Description
   2. Select Warehouse and QB Inventory Account
   3. Click Save
   4. Confirm that the New Qty(s) is/are correct
      
7. Click on the Save button
   
8. Click the Confirmed button
   
9. After confirming:
   
10. Click on the Save & Close button
    
11. Check your inventory after the adjustment:
    1. Go to Operations > Inventory