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:
Navigate to the Parts section from the main menu.
Locate the part for which you want to adjust the quantity.
Select the Inventory Line Options:
On the right side of the inventory line for the part, click the three-dot (⋮) menu to open additional options.
Choose "Adjust Quantity":
From the options menu, select "Adjust Quantity" to proceed with adjusting the inventory levels.
Adjust By: Enter the amount you wish to adjust the quantity by.
For Positive Amounts: Simply enter the number (e.g., 5 to increase by 5).
For Negative Amounts: Use a minus sign in front of the number (e.g., -5 to decrease by 5).
Details: Provide a brief explanation of why the adjustment is being made. This helps keep your team informed about the reason for the change.
Receipt: Attach any relevant receipts to track the purchase or adjustment. This helps maintain accurate records and documentation
Transfer Parts Across Locations
Find the Desired Part:
Navigate to the Parts section from the main menu.
Locate the part you want to transfer.
Select the Inventory Line Options:
On the right side of the inventory line for the part, click the three-dot (⋮) menu to open additional options.
Choose "Transfer":
From the options menu, select "Transfer" to initiate the transfer process.
Origin Inventory Line: Select the location that is sending the inventory. This is where the part is currently stored.
Destination Inventory Line: Choose the location receiving the inventory. This is where the part will be moved to.
Transfer Qty: Enter the number of items being transferred. Specify how many units of the part you are moving from the origin to the destination
Viewing your Adjustments History
Find the Desired Part:
Navigate to the Parts section from the main menu.
Locate the part you want to adjust.
Select the Adjustments Tab:
Click on the part to open its details.
Go to the "Adjustments" tab within the part’s detail view.
Select Your Inventory Line:
In the Adjustments tab, select the specific inventory line you wish to work with.
This tab will display all adjustments made to the part, including manual adjustments, as well as those resulting from Work Orders, Transfers, and Purchase Orders.