Available On: Professional and Business Plus
When parts are added to Work Orders they are removed from your inventory. If you've got a restock in or removed any parts without going through a Work Order you can make an Adjustment on your Inventory Line. You can also Transfer parts across your inventory line as well as creating a Purchase Order. 📦🔧📊📥📤📝
How To Adjust Part Quantities
Find the desired Part within your Parts section
Select the 3 option dots on the right side of the inventory line
Select Adjust Quantity
Fields:
Adjust By: Enter the Amount you wish to adjust by
For Negative Amounts use minus sign in front of number -
Example to reduce by 5 you would enter in -5
Details: Let your team know why the adjustment is being made
Receipt: Attach your receipt to track the purchases
Transfer Parts Across Locations
Find the desired Part within your Parts section
Select the 3 option dots on the right side of the inventory line
Select Transfer
Fields:
Origin Inventory Line: The Location that is sending the inventory
Destination Inventory Line: The Location Receiving the inventory
Transfer Qty: How many items are being transfered
Viewing your Adjustments History
Find the desired Part within your Parts section
Select the Adjustments Tab
Select your Inventory Line
This will show parts that have been adjusted Manually as well as those from Work Orders, Transfers and Purchase Orders.