Adjustments overview

Overview

Use adjustment transactions to enter quantity adjustments, which reduce or increase the amount of inventory you have, even if you haven't purchased, consumed, or sold any items. Quantity adjustments are used to ensure that the system accurately reflects your inventory. To start, click Inventoryfrom the navigation bar, then select Adjustments.

Adjustments page

The Adjustment page includes detailed information about adjustments. There is a number next to the tab that shows how many adjustments can be found there and how many adjustments are canceled.

The Adjustments page includes a number of pre-made filters. These let you search by Adjustment Number, Inventory Location, Business Unit, Reference Number, Date From, Date To, Adjustment Type, or Created By. To apply a filter, from the filter dropdown, select the filter type you want. To remove the filter, click Clear Filters.

Create a new adjustment. For more information, see Create, edit, and copy inventory adjustments.

Use bulk adjustments to create several adjustments at once. For more information, see Create bulk adjustments.

Download the table list as a PDF or XLS file. For more information, see Download adjustments.

You can cancel the adjustment if it is no longer needed or was added in error. For more information, see Cancel transactions.

You can organize the table by clicking on a column header.

Click on the adjustment in the table to view more details about that adjustment. For more information, see Create, edit, and copy inventory adjustments.

Create bulk adjustments

1. Go to the navigation bar and click Inventory.

2. From the side menu, select Adjustments. The Adjustments page opens.

3. From the Arrow dropdown, select Download import template.An XLSX file downloads to your device.

4. Open the XLSX file in a spreadsheet application and enter details for each adjustment in a new row:

   1. Adjustments are created based on the unique combination of Import Reference, Business Unit, Reference Number, Adjustment Date, Adjustment Type, Item Code, Inventory Location, Set Quantity on Hand To, and Serial Number.

   2. Use the Import Reference field to name your transactions. If more than two adjustments have the same import reference, then the adjustment for these items will be reflected in one transaction.

      Note: The import reference can be a combination of letters and numbers. For example, if you have two adjustments with the same Import Reference, 123ABC, one transaction is created for both adjustments with the same Reference Number. If you enter an adjustment with an Import Reference of 123 and another with an Import Reference of ABC, then two separate transactions are created.

                 

5. When you're done, save the spreadsheet as an XLSX file.

6. Go to the navigation bar and click Inventory .

7. From the side menu, select Adjustments. The Adjustments page opens.

8. From the Arrow dropdown field, select Import adjustments to upload the template.

This automatically creates adjustments in your system.

Download adjustments

1. Go to the navigation bar and click Inventory.

2. From the side menu, select Adjustments. The Adjustments page opens.

3. Click the Adjustments or Canceled tab and select the adjustment you want to download.

   Note: You can download adjustments in bulk by selecting more than one adjustment.

4. From the Download dropdown, select the format you want to download the adjustment.        

   Note: If you download the adjustment in the XLS (Single File) format, all the adjustments will be downloaded in the same XLS file. If you download the adjustments in the PDF (Rollup View) format, all the adjustments will be downloaded in the same combined PDF file.

The Adjustment file downloads to your device.

Delete items from a truck in bulk

1. Go to the navigation bar and click Inventory.

2. From the side menu, click Inventory Locations.

3. Select the truck you want to delete items from.

4. On the truck record that opens, from the Download dropdown, select XLS.The XLS file downloads to your device.

5. From the side menu click Adjustments.

6. On the Adjustment screen that opens, click the Arrowicon and select Download Import Template. The Inventory Adjustments Template downloads to your device.

7. Open both the downloaded truck data and the adjustment template in Excel:

   1. Match the item codes in the truck data to the corresponding item codes in the adjustment template.

   2. For each item, enter the '0' quantity in the adjustment template under the Set Quantity On Hand To column. 

8. When finished, save changes.

9. Go back to ServiceTitan, and from the side menu click Adjustments.

10. Click the Arrowicon and select Import Adjustments, then click Create New. For more, see Create, edit, and copy inventory adjustments.

Want to learn more?

• See Create, edit, and copy inventory adjustments