Discrepancy between the received quantity and the inventory quantity for a purchase order

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Problem

Items were received, but the inventory does not account for all of them.

Solution

Note: Depending on your account's configuration, you might see one or more of the following:

  • Items and Pricing instead of Pricebook.

  • Customer instead of Homeowner.

  • Procurement instead of Inventory.

The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.

Discrepancy between the received quantity and the inventory quantity for a purchase order

A discrepancy in the received and inventory quantities is likely because the item was not active for inventory tracking when the PO was created. To confirm this:

1. In the main navigation menu, click Pricebook.

2. In the left side menu, click either Materials or Equipment.

3. Search for the item and select the Actions icon on the right side of the item row.

4. Click View/Edit Materials or View/Edit Equipment

5. Click the Inventory Settings tab

6. Review the date inventory tracking was enabled. If it was enabled after the PO creation date, you need to create an inventory adjustment manually.