Differences

This shows you the differences between two versions of the page.

--- items:inventory_adjustments [2020/05/12 14:20] – [Adjustment reasons] Gary Willetts
+++ items:inventory_adjustments [2020/05/12 14:32] – Gary Willetts
@@ Line 35: / Line 35: @@
 {{ :items:navigator_item_tab_invad_add.png?600 |}}
-The inventory adjustment (add stock) window will open:
+The Inventory adjustment (add stock) window will open:
 {{ :items:invad_add.png?600 }}
@@ Line 44: / Line 44: @@
 Use the **New line** button to add a line to the transaction (and the **Delete line** button to remove them), just as you would on a supplier invoice.
+When you have finished adding lines to the inventory adjustment, click on the **OK** button. You will be asked to confirm what you want to do:
+{{ :items:invad_add_confirm.png?400 |}}
+If you've finished with the inventory adjustment and want to enter the lines into stock now, click on the **Confirm** button. If you don't want to enter it into stock now (because you want to add more lines later, for example) then click on the **Later** button.
 ==== Adjustment reasons ====
@@ Line 51: / Line 58: @@
 Note that existing lines that do not have a reason selected can be left with no reason seleted if you click the **Cancel** button on this window.
 ===== Reduce stock =====
+Choose **Item > Inventory adjust- reduce stock** to create an inventory adjustment to remove some stock into mSupply or click on the Inventory adjustment (reduce stock) icon on the //Item// tab of the Navigator:
-Use this function when you have done a stocktake and find that the physical stock of an item or items is less than the amount recorded in mSupply(r). A transaction that is just like a customer invoice will be created, except that you do not choose the customer. The section on entering customer invoices describes the entry procedure. See the section on Issuing goods - Customer invoices [[issuing_goods:issuing_goods_customer_invoice|here]]
+{{ :items:navigator_item_tab_invad_reduce.png?600 |}}
-{{ :items:invad_red.png?650 }}
+The Inventory adjustment (reduce stock) window will open:
+{{ :items:invad_reduce.png?600 |}}
+This transaction is almost exactly the same as a customer invoice and you enter data in exactly the same way (see [[issuing_goods:issuing_goods_customer_invoice|]] for details), except:
+  * The name (//Inventory adjust- reduce stock//) is filled in automatically for you and cannot be changed.
+  * There is an additional //Adjustment reason// column (see below for details).
+Use the **New line** button to add a line to the transaction (and the **Delete line** button to remove them), just as you would on a customer invoice.
+When you have finished adding lines to the inventory adjustment, click on the **OK** button. You will not be asked to confirm what you want to do, the inventory adjustment will be confirmed and the lines will immediately be removed from stock.
+==== Adjustment reasons ====
+If you have added any active //Negative inventory adjustment// reasons on the //Options// tab of **File > Preferences** (see [[preferences:options|]]) then, when adding a line to the inventory adjustment (by clicking on the **New line** button), an **Adjustment reason** drop down list is displayed and you **must** select one of the reasons in the list before you can save the line:
+{{ :items:invad_reduce_add_line.png?600 |}}
+Note that existing lines that do not have a reason selected can be left with no reason seleted if you click the **Cancel** button on this window.
-Inventory adjustments are treated by mSupply as a kind of Supplier invoice (or credit). To view or edit an inventory adjustment, Choose the "Show inventory adjustments" option from the "Item" menu.
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