Create, edit, and copy inventory adjustments

Overview

Create inventory adjustments to enter quantity adjustments, which reduce or increase the amount of inventory you have. Quantity adjustments are used to ensure that the system accurately reflects your actual inventory.

Things to know

• After an adjustment is created, you can see who created the transaction to help track the creator for reconciliation or discrepancies.

• Create an adjustment for the following situations:

  • Human error while recording inventory items on transactions

  • Damaged items that can't be sold or consumed

  • Wastage or shrinkage

  • Write-offs

  • Items you consume during the course of business but that you don't sell or charge for

  • Convert material from one unit to another unit

• You can edit adjustments that are not exported or are less than one year old. You can also edit your adjustments to correct an error made while creating the adjustment, add or remove items to the adjustment, or change the quantity of items in the adjustment.

• Line items support values up to nearly $10 trillion, which allows you to process large transactions.

Create an inventory adjustment

1. Go to the navigation bar and click Inventory.

2. From the side menu, select Adjustments.

3. On the Adjustments page that opens, click Create New.The Create Adjustments screen opens.

4. In the Adjustment Details section, enter adjustment details.        

   Note: From the Adjustment Type dropdown field, select Inventory Quantity Adjustment for ongoing inventory adjustments as you use the system or select Beginning Balance when you are implementing the system for the first time.

5. Go to the Item List section.

6. From the Select an item dropdown field, select the item you want to add.

   Tip: Search for an item by its name, code, description, or part number.

        

7. In the Change in Qty field, update the quantity.

8. When you have entered adjustment details and added all items, click Save.  

   Note: To add multiple items on one adjustment, click the Plus icon and then use the item code, description, or vendor part to find the item you want to be on the transfer. To remove the item from a transfer, click the Delete icon.

9. If you selected an adjustment date that is more than 90 days in the future, click Create Adjustment to confirm the adjustment.

Note: If you have an accounting integration, you can find the batch number and export status on the adjustment.

Edit a serial number on an adjustment

1. Go to the navigation bar and click Inventory.

2. From the side menu, select Adjustment.

3. On the Adjustments page that opens, select the adjustment you want to edit. The adjustment record opens.

4. From the Actions dropdown field, select Edit. 

5. Go to the Item List section and click the Editicon under the Serial Numbers column for the item you want to edit.

6. Enter the serial number you want.        

   Note: To increase the quantity, you should add new serial numbers. To decrease the quantity, you should select the existing serial numbers that need to be removed.

7. When you're done, click Save on the pop-up window and then on the adjustment page.

Edit a quantity on an adjustment

1. Go to the navigation bar and click Inventory.

2. From the side menu, select Adjustments.

3. On the Adjustments page that opens, select the adjustment you want to edit. The adjustment record opens.

4. From the Actions dropdown field, select Edit.

5. In the Item List table, edit the quantity of an item on an adjustment in the Change in Qty column.

   1. If you increase the quantity, click the Editicon in the Serial Numbers column and select the additional serial number you want to adjust from the pop-up.

   2. If you decrease the quantity, click the Editicon in the Serial Numbers column and remove the serial numbers for the item that you didn't adjust from the pop-up.

6. When you're done, click Save on the pop-up window and then on the adjustment page.

Copy an adjustment

After copying an adjustment, you can make edits to the copied adjustment to create a new adjustment.

1. Go to the navigation bar and click Inventory.

2. From the side menu, select Adjustments.

3. On the Adjustments page that opens, select the adjustment you want to copy. The adjustment record opens.

4. From the Actions dropdown, select Copy.The Create adjustment screen opens.

5. Enter all the necessary details for your adjustment, and click Create to create a new adjustment.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Inventory management

• See Run, filter, and export reports