The Adjustments option is used to adjust the quantities of stock held in your warehouse in various ways.
It has five main functions as well as a label (re)print function.
This is used to create stock where it physically exists but there is no record of it on the system. This may occur where a product is found in the warehouse that cannot be tied to a receipt, or which has previously been written off in error.
This is used to adjust the quantity of existing stock in the warehouse. This is likely to be used as a result of identifying loss or damage of stock, or following a stock-take exercise.
This function is specifically used to split stock held on an individual putaway unit, e.g. a pallet containing cases. It is also used when you want to move some of the secondary UOM (i.e. cases) to another pallet and create a separate reference for it.
Change stock status
This function allows you to alter the status of any stock you hold in store.
This function allows you to manage the serial numbers for products on which serial numbers are recorded at receipt and at picking.
To create an adjustment select “Adjustments” from the side bar. On entering the adjustments screen two search boxes are displayed. The mode of use is slightly different for each one.
Product Code Search
The product code search box is the first of two search functions available to create an adjustment. To search for products you can enter one or more characters of either the product code or its description.
The relevant product matches are displayed for you to select the one you want.
At this stage if you want to create stock, click the ‘Create Stock’ button to the right of the line. A form is displayed which enables you to enter details.
The selected product is confirmed in the header detail and the following detail can be entered into the form:
- Number of items/pallets you want to create
- Number of secondary UOM (where above is a individual putaway unit)
- Location where the stock is being created (this is mandatory)
- Pallet/stock unique reference (only appears if the primary UoM is a pallet) if left blank the system will generate one automatically
- Stock status (if required)
- Reason Code
Once you have entered your detail click the ‘Create Stock’ button and the stock line you have created will be displayed on the right of the screen. Should you want to abort the process click ‘Back to Adjustments’ and you will be returned to the search boxes.
Buttons are then available to return you to ‘Create Stock’ and the main ‘Adjustments’ options.
The location search box is the second search function available in Adjustments. To search for locations you can enter one or more characters of the zone or the location code. A list of the all the matching locations is displayed.
Click on the location you wish to select for adjustment. The individual location will then be displayed with the location identity confirmed in the header details. The display columns will indicate the following details:
Status/Owner/Product/Quantity/Pallet ref/Rotation date/Receipt date/ Receipt ref/Batch
To the right of each line there is an ‘Adjust’ button. Where the product is an individual putaway unit (pallet etc) the buttons ‘Split’ and ‘Label’ will also be available. This is because their functions only relate to these product types.
If you do not wish to create stock, but wish to proceed to adjustments click on the product you wish to select for adjustment.
All the available stock of that product code is now displayed, by individual location, with the display columns indicating the following details:
Status/ Owner/ Location/ Quantity/ Pallet Ref/ Rotation Date/ Receipt Date/ Receipt/ Batch No
To the right of each line there is an ‘Adjust’ button. Where the product is an individual putaway unit (pallet, etc.) buttons ‘Split’ and ‘Print Label’ will also be available. This is because their functions only relate to these product types.
Click on the ‘Adjust’ button to perform the adjustment. A form will now be displayed on the left of the screen which confirms the product identity and allows adjustment details to be entered. To the right of the screen the originating receipt details are displayed for reference purposes.
To adjust the stock quantity up or down enter a figure under ‘New quantity’ or use the up/down arrows at the side. Then enter a reason code for the adjustment. This can be selected from the drop down list. After this click ‘Save’ to confirm the adjustment.
NB: You cannot reduce a stock balance to zero – the ‘Delete’ button (see below) must be used.
If you want to delete the stock altogether use the ‘Delete’ button. You will be asked to enter a reason code, and to confirm that you are sure you want to make the deletion.
Once you have clicked ‘Save’ for adjustments, or accepted the deletion you are returned to the available stock display for the product you selected. A message will confirm that the stock has been successfully adjusted or deleted, as appropriate.
If you want to make more adjustments repeat the process. If you want to return to the main search boxes click ‘Return to Search’.
As stated above, this function is only available for products held as an individual putaway unit. It is used specifically to split the quantity stored and to create a separate storage unit for the split quantity. Use either of the search functions to select the product to be split.
To perform the split click the ‘Split’ button. A form is now displayed which confirms the details of the stock you intend to split.
In the ‘Quantity on new pallet’ field enter the number of secondary UoM you are splitting off from the original storage unit.
The next field requires a pallet reference for the new storage unit you are creating. This can be left blank and the system will allocate one automatically.
You can also change the stock status on the new pallet (e.g. you may be separating a number of damaged cases from a good pallet), like other changes on the system a reason code must be entered from the dropdown list.
When you have completed your input click ‘Process Split’. There is also a ‘Cancel Split’ button should you wish to abort the process before completion.
Once you have clicked the ‘Process Split’ button the screen will now display the completed split details. These will show that the newly generated storage unit is stored in the same location as the original one. If you want to move this to another location (as you may have done physically) use the ‘Transfers’ option.
If you want to print a pallet label for the newly generated storage unit click the ‘Print Label’ button from the new product line.
Changing Stock Status
To change the status of stock use the Product Code or Location Search functions as described above to select your stock or location, then click the ‘Adjust’ button to display the adjustment form. In the ‘Status’ field select a new status from the drop down list. You are required to enter a reason code for the adjustment. After doing this click ‘Save’ and the adjustment will be confirmed.
If you have products whose serial numbers are recorded both on receipt and at picking, it is possible to delete or amend the stored numbers, and to create new ones. To do this use the Product Code or Location Search functions as described above to select your stock or location, then click ‘Manage Serials’. The serial numbers currently stored for the product will be displayed, identified by the receipt reference on which they arrived.
To amend or delete a serial number click on the number itself. If you want to amend it clear the field and re-enter a number. If you want to delete it click the ‘Delete’ key. Click ‘Save’ to accept the change.
Create a New Serial
To create a new serial number click the ‘Add Serial’ button at the top of the screen. A form will be displayed for you to enter the new serial number(s). You are also required to enter a reason in the notes field to state why you are adding the new serial number.
For products whose serial numbers are only recorded at pick confirmation it is possible to view the ones you have recorded once pick confirmation is completed. To do this select the product or location as above and click ‘View serials’. The serial numbers for the confirmed order will be displayed. It is also possible to search completed orders and view the recorded serial numbers on the despatch note attached to the order.
The label print button will appear in adjustments to the right of the display whenever you select a specific product for adjustment which is an individual putaway unit. It will also appear when you select a specific location which contains an individual putaway unit product.
Click the button to generate the label.