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Inventory Adjustments Report

This report shows changes to back bar and retail inventory levels along with reasons for the change. This includes inventory sales, manual adjustments, stock check adjustments, and purchase order check-ins.   

To access this report: 

  1. Navigate to Dashboard

  2. Select the Reports tab

  3. Under the Point Of Sale section, select the Inventory Adjustments report

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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.   

You also have the ability to export to Excel, PDF, or print.

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

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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.
Reason

The reason why the adjustment was done.

Example:

Purchase Orders - Purchase Order Check-In

Stock Checks - Stock Check overage or shortage

Manual Adjustments - The reason that was selected from the drop-down menu in the reason filter.

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If a manual adjustment was done and no reason was selected, N/A will be displayed in the report. 

Note This field is optional. Note about the quantity update. 
 

 

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