Inventory Adjustments Report

Modified on Fri, 14 Nov at 7:08 AM

This report details changes to back bar and retail inventory levels, as well as the reasons for the changes.

Things to know:

The ability to access this report is governed by the "Accessing Reports" access control settings
The visibility of the cost, retail cost value, and back bar cost value columns is controlled by the "Show the cost on the inventory adjustment report" hidden setting, which is enabled by default for all accounts. If needed, the columns can be hidden by emailing MyTime Customer Success at support@mytime.com.
Inventory sales, manual adjustments, stock check adjustments, and purchase order check-ins are all included in this report.
You can use the search bar in the report to find products by entering the product name, SKU number, product category, or brand.

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Point Of Sale section, select the Inventory Adjustments report

When the report opens, you can narrow the results by modifying the filters. You can filter by location, staff and the date the adjustment was made. You can also choose to view the report by date or location. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension.

Once you have selected your filters, click on the UPDATE button to generate the desired data.

Report Filters

Filter	Description
Location	The location where the product is stocked. Accounts with One Location: No location filter is shown Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
Staff	The staff member who performed the adjustment
Product Category	The category to which products belong. Can be filtered to view data for specific product categories or all categories in the report.
Brand	Displays the brand associated with each product. You can filter the report to view data for a specific brand or include all brands.
Vendor	Shows the supplier of the product. The report can be filtered to display data for a specific vendor or for all vendors.
Date	The date range during which the adjustments were made

Report Columns

Column	Description
Date	The date the adjustment was made.
Staff	The name of the staff member who made the adjustment, completed a sale, purchase order, or stock check.
Brand	Brand of the product.
Product	The full name of the SKU.
SKU #	The product ID used by your wholesaler or distributor.
Back Bar Adjust	The adjusted back bar quantity.
Retail Adjust	The adjusted retail quantity.
Cost	The amount paid to the vendor per item
Retail Cost Value	Total retail stock x cost
Back Bar Cost Value	Total back bar stock x cost
Reason	This column displays the reason the adjustment was made. Sale: Indicates a product was sold to a client. Learn more here. Other: Used when a product is returned. The Note column provides additional context: If a return and exchange occur, the note will display “SKU removed from ticket”, indicating the returned product was removed and replaced. If a refund is issued, the note will show “Refund.” Learn more here. Transfer Checkout: Used for bulk transfers between locations within a child account. This reason appears when filtering by either the sending or receiving location. Learn more here. Location Transfer: Applies to single-product transfers manually from the SKU level between locations within a child account. This reason also appears when filtering by the sending or receiving location. Learn more here. Import: Indicates products were added or updated in inventory via the inventory spreadsheet. Learn more here. Stock Check Over: Appears when the quantity entered in the Add Count field exceeds the recorded inventory amount. Learn more here. Stock Check Short: Appears when the quantity entered in the Add Count field is less than the recorded inventory amount. Learn more here. Defective: Used when a product is manually adjusted and the selected reason is Defective. If another reason (e.g., Damage or Short) is chosen during manual adjustment, that reason will be displayed instead. Auto-deduction when service is performed: For merchants using the auto-deduct back bar product feature, this reason appears once a service is marked Completed and the product is removed from back bar inventory. Learn more here.
Note	This field is optional. Note about the quantity update.

For more information, contact us at support@mytime.com or (385) 233-6964.

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