Entering an inventory adjustment

To record an inventory adjustment, click Inventory on the left.

Click Adjust Inventory on the right.  Select from the three options: Adjust quantity, Adjust value, or Transfer.

Adjusting inventory

Click Choose on the top right. The filter box allows you to search by account name or account number. Click on the inventory account you wish to adjust. You can also re-select the account selected by clicking the x in the top right corner.

Click the Calendar icon to change the date of this adjustment.  Enter a Reference Number (optional).  Select a Transaction type from the drop-down menu.  Type of adjustment will be pre-populated based on your choice here.

If you are enrolled in AgriStability, you may select the Grade from the drop-down menu.  Enter the amount you wish to increase or decrease the inventory by in the Quantity field.   Enter any Notes you wish to add (optional).  Click Save.

Adjusting value

Click Choose on the top right. The filter box allows you to search by account name or account number. Click on the inventory account you wish to adjust. You can also re-select the account selected by clicking the x in the top right corner.

Click the Calendar icon to change the date of this adjustment.  Enter a Reference Number (optional).  Enter the new value of the inventory item in the Adjust unit value to field.

Enter any Notes you wish to add (optional).  Click Save.

Transfer

The transfer option can be used when moving inventory from one account to another, or if you are enrolled in AgriStability, from one grade to another grade. 

Click Choose on the top right in the From field as well as the To field. The filter box allows you to search by account name or account number. Click on the inventory account you wish to adjust. You can also re-select the account selected by clicking the x in the top right corner.

If transferring from one grade to another for AgriStability purposes, you will need to select the grade for your From and To options using the Grade drop-down menus.

Click the Calendar icon to change the date of this adjustment.

Enter a Reference Number (optional).

Enter any Notes you wish to add (optional).  Click Save.

Last updated on July 29, 2021 by FCC AgExpert