Set up reasons for inventory adjustments

You can create reason codes such as Store Use or Damaged for your inventory adjustments, and then assign those codes to a general ledger accounts. You can also require that one of these codes be entered any time someone logs an inventory adjustment: set File > Company> Master Require Inventory Adjustment Reason Code to Yes.

See also: Adjust inventory quantities

Add an inventory adjustment reason

1. Go to File > Product > Inventory Adjustment Reason.
2. Click New.

   

3. In the Code box, using up to 12 characters, type a brief description of the reason, and then press the Tab key.
4. In the Description box, type up to 31 characters of a more user friendly description.
5. In the G/L Code box, click and choose the general ledger account against which you want to log the adjustment.
6. Click Save.

To update an inventory adjustment reason

1. Go to File > Product >Inventory Adjustment Reason.
2. In the Code box, type or search for the inventory adjustment reason that you want to edit. Press the Tab key.
3. Click Edit.

   

4. Modify the Description and/or G/L Account as described above.
5. Click Save.

To delete a inventory adjustment reason

1. Edit an inventory adjustment reason as described above.

   

2. Click Delete.
3. On the Confirmation message that appears, click OK.

   

To view all inventory adjustment reasons

1. Go to File > Product > Inventory Adjustment Reason.
2. Click Report.

   

3. On the Field Selection pop-up that appears, you can choose which fields appear. Drag the fields into the Print Order area, and then click OK.
4. On the Print Document pop-up, click View.