How to add an inventory adjustment and submit for approval

Step 1: Navigate to the Adjustment Menu

1. Open the Inventory menu on the left panel.
2. Click Adjustment to access the inventory adjustment section.

Step 2: Open the Adjustment Form

1. Click the Add New button at the top-right corner.
2. The Adjustment Information form will appear.

Step 3: Fill in the Adjustment Details

• Type: Select the adjustment type – Increase or Decrease.
• Division: This field is auto-filled with the company name.
• Item: Choose the item to adjust from the dropdown list.
• Lot No.: Enter the lot number (if applicable) or use the magnifying glass icon to search.
• On Hand Qty: Displays the current stock quantity of the selected item.
• Production Date: Enter the production date (if applicable).
• Adjust Date: Set the adjustment date (default is the current date).
• Reason: Select the reason for the adjustment from the dropdown list.
• Location: Choose the warehouse or location where the adjustment applies.
• Adjust Qty: Enter the quantity to be adjusted.
• Available Qty: Displays the available stock quantity after the adjustment.
• Expired Date: Enter the expiration date of the item (if applicable).
• Remark: Add any additional notes related to the adjustment (if needed).

Step 4: Save the Adjustment

1. Ensure all required fields (*) are filled in.
2. Click the Save button to save the adjustment.
3. The adjustment will be saved with the New status.

Step 5: Submit for Approval (Send to Approve)

1. After saving, the Send to Approve button will appear.
2. Click Send to Approve to submit the request for approval.
3. The adjustment status will change to During Approve.

Step 6: Check Approval Status

1. You can check the approval status in the Adjustment List.
2. If approved, the adjustment will change to Active status.