Inventory Adjustments Report

Location: Reports > Inventory & Gift Reports

The Inventory Adjustment Report tracks any changes made to your inventory counts by workers in Manage Inventory or Setup Inventory, specifically updates to the On Hand quantities.

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Overview

• This is a daily report, meaning all adjustments made on the same day are grouped together
• Each adjustment date can be expanded using the View option to see detailed information
• The report includes options to export and print when viewing details

First Page (Summary View)

On the main report page, you’ll see:

• Adjustment Date
  
  Displays the date the adjustment was made
  • All adjustments completed on the same day will appear under that date
• Action
  • View: Opens detailed information for that day’s adjustments
  • Delete: Removes the adjustment record from the report (see note below)

View Details (Expanded Report)

When selecting View, you’ll see a detailed breakdown of inventory adjustments:                       

• 

  Adjustments are organized by Product Line / Inventory Group
• Each group is displayed in its own table

Columns included:

• SKU – Product SKU number
• Product – Product name
• Size – Product size/value
• QTY Change – Quantity adjusted
  • Negative number = decrease in quantity
  • Positive number = increase in quantity
• Cost (EA) – Standard cost per item
• Total Cost – Total value of the adjustment
  • Negative number = decrease in value
  • Positive number = increase in value

Totals

• Each table includes a subtotal for that product line/inventory group
• At the bottom of the report, a grand total is calculated across all groups combined

Delete Details                     

The Delete option removes the adjustment record from this report only

• It does not undo or reset the actual inventory adjustment

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This report is helpful for tracking inventory changes, identifying discrepancies, and reviewing adjustment history

To control whether staff can make inventory adjustments:

Go to Setup → Setup Worker Permissions, then navigate to the Page Category dropdown and select Inventory

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