Mobile App – Inventory Adjustment

If you would like to adjust the inventory quantity (outside of using a Task), you can perform an Inventory Adjustment to add, subtract, or zero the inventory for a specific lot number. An inventory adjustment is typically done to subtract inventory for a spill, zero inventory when a bottle is empty, etc.

When you perform an Inventory Adjustment, you must already have Inventory Lots, from which you can subtract or add a quantity. All historical adjustments can be found in the Inventory Lot History.

To learn how to adjust inventory in the Web Application, see Inventory – Making an Adjustment.

 

Scanning a barcode (fastest way)

Scanning a barcode of your lot will pre-fill all the lot details, allowing you to quickly make an adjustment to any inventory item.

  1. Tap Barcode at the bottom of your screen.
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  2. Scan the barcode of your lot. You might have to allow the app to access your device's camera.
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  3. You will directly be brought to the lots details. Tap on Adjust.
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  4. In the popup, the lot details are automatically filled in.
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  5. Tap on 'Add', 'Subtract' or 'Zero', select the units, and enter the quantity and description. Optionally you can include an Invoice Number.
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  6. Press save.

In the Inventory Module

  1. Tap on Inventory at the bottom of your screen.
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  2. Search and filter for the inventory item.
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  3. Select the item. In the Inventory's detail page, select Lots.
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  4. Scroll down to find the exact lot you want to transfer, tap on it and select Adjust.

  5. Follow steps 4 to 6 in section Scanning a barcode (fastest way)

 


Note: You might be interested in Mobile App – Inventory Transfer.

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