Stock Adjustments

For one-off changes to inventory, it is recommended that you use the Stock Adjustment routines. It is NOT recommended to use this option to do any type of inventory count, as the audit trail is not as verbose.

 

ADJUSTING INVENTORY VIA THE MENU

In the Inventory > File Maintenance > Product Master Maintenance options, the on-hand, committed and on-order quantities are audited fields and may not be changed.  In order to alter the quantities outside of Invoicing, Purchasing or Physical Count functions, stock adjustments must be entered and updated.

Getting Started

  1. Log in to COUNTERPOINT with your regular “menu-based” login
  2. Navigate to Inventory > 1. Data Maintenance > 2. Inventory Adjustments > 1. Stock Adjustments

Adjusting Inventory

  1. Inventory Adjustments require a [PIN] when starting the program. While entering the [PIN] nothing will be displayed on the screen and you must press [ENTER] to complete the entry.  If you do not have a PIN type [QUIT] to exit the function.  PINs are assigned in sales desk controL > file maintenancE > counterman maintenance.

 

  1. When the transaction is complete, the user will be asked whether or not to Print adjustment journal [y] will print the journal [n] will bypass the printed journal and [p] prints for this packing slip only (normally used for rush receiving)
  2. Adjustments to inventory levels through stock adjustments update to the General Ledger with the end of day Those entries are printed on the report called General Ledger Summary Edit list that is automatically printed at that time.

ADJUSTING INVENTORY ON THE RF GUN

Getting Started

  1. Log in to the RF gun.
  2. Select Option 5 for Stk Adjustment.
  3. The RF count routine requires a PIN before starting the program. This is the same as used for physical adjustments, etc. If you cannot remember your code please call AMS support.

Adjusting Inventory

  1. Scan the item in question and fill in the fields as necessary

If recording a sale adjustment using type [5], enter in the associated customer number for the history records.  If the adjustment type is either [3] or [7], the default vendor will be displayed from the product record.


Revision #2
Created 28 September 2018 15:25:09 by Admin
Updated 4 October 2021 16:37:47 by Jim