Guide: Loss & Adjustment

Loss & Adjustment

Create Loss & Adjustment

• Step 1.  Createapproval processfor loss & Adjustment ( if) atapproval setting.
• Step 2. Go to Loss & Adjustmentmenu under Inventorymodule from the left sidebar -> click Addbutton.
• Step 4. Click Savebutton
• Step 5. Go to loss & adjustment detail -> click Send approve requestand approve it ( if any).

• Time ( lost or adjusted): The date and time the loss or adjustment was discovered. Used for tracking and reporting.
• Type: Select between Loss (stock decrease) or Adjustment Increase (stock increase).Required.
• Select item: Dropdown to select item from inventory.
• Lot number:  Enter the lot or batch number of the item (if applicable)
• Expiry Date:  Enter expiration date
• Stock quantity:   Enter the quantity that islost or adjusted (based on type selected).
• Clickto add the item Clickto remove the item

Adjust stock for serial number

• Step 1. Go to General Setting->Serial numbers-> Enable Products by serial
• Step 2. In the Add Loss & adjustmentpage Type =Adjustment increase, enter the serial number in Enter the serial numberpage Type =Loss, enter the serial number in Enter the serial number of the damaged or lost product; otherwise, the system will automatically get a random serial numberpage. If not entered, the system will automatically select the serial number.

Edit Loss & Adjustment

Only update loss & adjustment with Draftstatus.

• Step 1. Go to Loss & adjustmentmenu under Inventorymodule from the left sidebar
• Step 2. Select the loss & adjustment need to be edited and click Edit
• Step 3.Make the necessary changes and click Savebutton.

Delete Loss & Adjustment

Deleting loss & Adjustment does not change the product's inventory.

• Step 1. Select the loss & adjustmentneed to be deleted and click Delete
• Step 2. Confirm your selection in the following pop-up. The loss & adjustmentwill be deleted

Loss & Adjustment Detail

Select a loss & adjustment and click Viewbutton