INVENTORY - Adjust Quantity / Cost

Understand how to Adjust your Inventory Quantity level or Cost

Adjust Quantity / Cost in one of 2 ways: 

1. Adjust through Inventory
   • access

• • • Inventory List
    • Inventory Text Menu

• • select inventory item(s) from the list before clicking on Adjust

                 - or - browse for the inventory item(s) after clicking on Adjust

• • enter Reference No of your choice
  • enter the Date this adjustment will be posted
  • option to establish the Location for all items (or choose separate Location in each line)
  • system auto-generates an Adjustment No and Transaction No once you click on  Post               

1. • enter the Receive Qty (enter negative to reduce On Hand quantity)
   • if item is Serialized or Lot Numbered, a prompt will pop up, to assign (or un-assign if receiving a negative) Serial / Lot number(s):
   • accept or change unit Cost 
   • identify the UOM you are receiving
   • accept or change Sell 01 default selling price
   • accept or change the G/L Account (Company & User settings permitting)
   • accept or change Location
   • accept or change Pack Size
   • option to enter a line Reference  / Memo
   • Delete will clear the line selected
   • check Serial / Lot Numbers that have been allocated to this receipt
   • Scan Part / Serial / Lot Number barcode to input Inventory item
     • use * as quantity multiplier - into the scan box, enter quantity then *, then scan barcode
     • scan keyboard shortcut - ctrl + space
   • Save / Save Close - items will be identified as on order in inventory, and can be later edited and / or posted through Inventory Text Menu > Inventory Adjustments
   • Post will update the quantity on hand and post entry to the General Ledger (Company / User settings permitting)
   • Once posted, the adjustment can be viewed through the Inventory text menu
2. Adjust through Import
   • Access - Tools > Import
   • click on Open Config if you are accessing settings for a previously saved import configuration, or continue as follows:
   • select the file Source location using the Browse Files… if this is an unsaved Import or Browse Folders… button if this is a previously saved Import, to load the .xlsx or .csv file created from scratch or amended from an inventory export
   • select the Import Type - Inventory Adjustment
   • under the Import File Field Value from your Excel spreadsheet, select the first field you want to map ie: ‘Warehouse’
   • under Spire Field Name select the Spire field that matches the one just selected under File Field Name, ie: ‘Warehouse’
   • click on Match and those two field names will drop to the bottom mapped section
   • continue to map the fields you would like to populate the Inventory Adjustment utility
   • option to select a Destination folder to move the successfully imported spreadsheet to
   • option to select a Failure folder to move the unsuccessfully imported spreadsheet to
   • identify if your spreadsheet Has Header Row 
   • click on Save config / Save config as to save the Source, Import Type, Field Mapping, Destination and Failure folders into the current user’s documents folder
   • Post Immediately or leave box unchecked to access the Adjustment after import to make any changes and Post after
   • click on Import
   • access the imported adjustment in the Inventory Text Menu to make any changes then
   • Once posted, the newly imported adjustment(s) can still be viewed through the Inventory Text Menu