What is Inventory Adjustment?

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1.1. How to manage the Inventory Adjustment that is in-progress by the In-progress list

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There will be a list of In-progress list after you access the Inventory Adjustment sub-menu. In this list, you can see all the inventory adjustments in the current source that is in progress, and you can also see some important information related to the adjustment such as the created date of the adjustment, the person who created the adjustment or the total SKU which is adjusted in the adjustment,…

In addition, you can click on View button to see the adjustment details.

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1.2. How to create a new Inventory Adjustment?

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To create a new inventory adjustment, you can click on the New Inventory Adjustment button. After that, you will be redirected to the Adjustment details, and it will be empty like the below picture.

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1.3. How to add products to the Adjustment details

There are 3 ways to add products to the Adjustment details:

• Click on the Add Product button to add selected products

• Scan the product barcode

• Import the CSV file

1.3.1. Add products by using the Add Product manually function

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In the Inventory Adjustment details, you can click on the Add Product button to redirect to the Add product to Inventory Adjustment page

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On this page, you must select the products that you want to adjust, then you need to click on the Add Selected Products button to add products to the details page successfully.

1.3.2. Add products by scanning the product barcode

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To add the product to the details page, you can use the scanner to scan the product barcode

1.3.2. Add products by importing the CSV file

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If you already have a plan or you have multiple products to add, you can use the importing function to add products to the details faster. After clicking on the Import button, a popup like the below picture will show.

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After the popup shows, you only need to upload the CSV file that has the structure column like the below picture to continue the importing.

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1.4. How to record the adjustment?

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To record the adjustment, you can fill in the Adjust Qty or New Qty field the exact qty of the product in reality.

1.5. How to save the adjustment to avoid losing the data that you already filled?

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When you want to do other functions of RMS, but you already edited the details page such as filling in the Adjust Qty or New Qty field, you can use the Save function. After clicking on the Save button, the data in the Adjustment details will be saved, and you can move to another page and do the adjusting for that adjustment later.

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In addition, if you forget to save the data before moving to another page, there will be a Back Confirmation after clicking the Back arrow in order to alert you that you should save the data to avoid losing it.

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1.6. How to download the Adjustment details as the document for the business?

1.6.1. Print PDF

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If you do not have enough devices for the staff to take action on RMS, you can print the Adjustment details into the PDF for the staff to take the next action on the Adjustment such as filling in the Adjust Qty or New Qty for each product. In addition, you can also print the PDF of the Adjustment details with Pending or Completed status to record it in your business’s documents.

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1.6.2. Export CSV

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If you want to save the Adjustment details as a CSV file in order to process the data in the details, you can use the Export CSV function. After clicking on the Export CSV button, the CSV (the user can export in Adjustment with Pending, Completed, and Cancelled) will be downloaded to your device, and the CSV will look like the picture below (An example of an Adjustment details with Pending status).

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1.8. How to Cancel the Inventory Adjustment?

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When you do not want to do the adjusting anymore or the current adjustment has some problem, you can use the Cancel function. After clicking on the Cancel button, the Cancel Confirmation popup will show to alert you like the below picture.

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After canceling the Adjustment successfully, the status will change to Cancelled, the Adjustment can not be edited anymore, and you can only use the Export CSV function

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.1.9. How to complete the Inventory Adjustment?

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After you complete the adjusting for the products that are available on the details page, you can click on the Adjust button to mark as completed for the adjustment. After clicking on the Adjust button, there will be a popup like the below picture.

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After adjusting the products successfully, the status will change to Completed, the Adjustment details can not be edited anymore, and you can only use Print PDF and Export CSV functions.

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2. Archive list

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In this list, you can focus on managing the Adjustment that is cancelled or completed, it will help you to track the completed or cancelled adjustment easier if you need to review that adjustment.

In addition, separated lists like this will help you to focus more on adjusting the Adjustments that are pending without filtering to find them.