How do I Create a Stock Adjustment Category?
Summary
This article will explain how to create Adjustment Categories so that you can report on and analyse to check the adjustments to stock levels that are not done by selling or purchasing items.
More Information
Stock levels need to be checked and adjusted for a number of reasons. Obviously having the correct stock quantity of an item is very important for both customer service and accounts reasons, but only trusted and authorised personnel should be able to adjust the stock levels. Analysing and reporting on the adjustments to stock (i.e. not Sales or Purchases) can help you tighten up control of your stock. You can use Stock Adjustment Categories to analyse the reasons for stock adjustments, so you could have categories for rolling stock takes, annual stock take, theft, size errors and so on.
Go to " Stock Control Movements".
- Press <A> and <Enter>.
- Press <Up Arrow>.
- Enter a code for the "Adjustment Category" (e.g. 'THF').
- Press <Shift+F10> and enter a relevant description for your Adjustment Category (e.g. Theft Adjustments).
- Press <Esc> and choose [Accept] to complete.
See also
- Creating a new stock analysis code
- Creating a new stock status
- Creating a stock item
- Creating stock groups
- How do I Adjust Parts Stock Levels after a Theft?
- How do I adjust the stock level of an item?
