Inventory adjustment - how to do it

We have a multi-store environment, meaning we are using Headquarters as well as Store Ops at the individual stores.

Our inventory numbers were not the most reliable when we initally setup the item master information. As a result, we occasionally need to make inventory adjustments to our items in Store Operations, either adjusting the numbers up (we have more than we thought) or down (we have less than we thought).

I don't think that just going into the Items form in Store Ops Manager and changing the on hand quantity is the way to go. For one thing, there is no audit trail to show when an inventory level was adjusted and why. For another, that sort of manual change in Store Ops will not flow back up to RMS Headquarters, resulting in inaccurate store quantity data in HQ. When you run a snapshot report and an item discrepancy report, we will seed the variance between Store Ops and Headquarters.

Creating an inventory transfer in Store Ops seems like overkill, and we are not at a point where we can take a physical inventory.Is there a way to create an inventory adjustment in Store Ops that gives us an adjustment history, and also uploads the adjustment to Headquarters?

Bill Yater The Worth Collection snipped-for-privacy@worthltd.com

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Bill Yater
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Read the HQ user's guide regarding the 501 worksheet...

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Glenn Adams [MVP - Retail Mgmt]

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Mark

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