Step 1: Navigate to the Adjustments Page
Go to Adjustments under the Inventory menu, then click Import. Here, you’ll set the header information for the adjustment, including:
Reference Number
Warehouse
Date
Adjustment Type
Step 2: Choose the Adjustment Type
There are two types of adjustments:
Adjust Qty: Adjust Inventory by this amount
Adjust To: Set the target inventory amount.
Select the desired type from the dropdown in the popup.
Step 3: Download the Sample Template
Click to download the sample Excel template. You’ll need to fill out the following fields:
Item Name
Quantity
Cost per unit (for positive adjustments only; leave blank for negative adjustments).
After completing the template, upload it by clicking Import. This method helps streamline your inventory updates efficiently.
.