Keep the figures right when stock is wrong or short
When the figure is wrong, make an adjustment and give the reason. New counts you type into the bulk edit sheet are saved as adjustments too. The till tells you when a sale goes past the stock, and you choose the rule for the whole shop.
8 things it does
Correct the stock figure, and write down why in one record
In every edition
How do I correct stock that was not sold or bought? Make a stock adjustment to add or take away stock. Every adjustment needs a reason and is saved as one numbered document with several lines.
Without it
The shelf and the figure disagree, and the fix is a change nobody wrote down. Later, no one can say why the figure was moved.
With it
Stock can go up or down by an adjustment. Each one needs a reason and is saved as a numbered record, with its lines, that you can look up.
Use an adjustment to add stock to the figure, or take it away. You must choose a reason each time, such as damaged goods or a counting error. If one was wrong, you void it rather than edit it.
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Undo a wrong stock adjustment without changing the original
In every edition
Can I undo a stock adjustment I entered by mistake? Void an adjustment, with a reason, and the shop records a new document that names the one it reverses. The original adjustment is never edited.
Without it
An adjustment went in by mistake, and the figure is now off. Editing the old record would hide what happened, so the mistake is hard to put right.
With it
Void the adjustment with a reason. The shop records a new document that names the one it reverses, and the original stays as it was.
The shop records a new document that names the adjustment it reverses, so the figure goes back to where it was. Both documents stay on record, so anyone reading later can see what was done and what undid it. Only people with permission to void can do this.
Other ways people ask this
undo a stock adjustment I entered by mistake
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See your past stock adjustments in one list, newest first
In every edition
Can I see the stock adjustments I have already made? The Adjustments tab on the Inventory screen lists past adjustments, newest first, with the number, the day, the reason, the line count and the value.
Without it
The changes you made to stock are in the figures, but nowhere you can look them up together. Finding one again takes a long search.
With it
The Adjustments tab lists each adjustment with its number, day, reason, line count and value. The newest one is at the top.
Each past adjustment shows its number, the day it was made, its reason, its line count and its value. The newest is at the top. A voided adjustment is marked as voided, so you can see it has been reversed.
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When stock runs short, the till tells you how much is left
In every edition
What does the counter say when a sale is blocked for lack of stock? The message states the available quantity and offers three ways out: reduce the quantity, sell from another location, or request approval.
Without it
A customer wants more of an item than the shelf holds. A bare refusal leaves you guessing what to do, while the queue behind them waits.
With it
The till says how much is available, and offers three ways on: lower the quantity, sell from another location, or ask for approval.
When a sale would take more stock than the shop holds, the till stops it and says how much is available. You can lower the quantity to what is there, sell it from another location, or request approval. The till adds up the whole cart, so a few more of an item, added in steps, is checked too.
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Choose what the till does when a sale goes past the stock
In every edition
What happens when a sale goes past the stock on hand? The shop can allow the sale, block it, or allow it after an approval prompt. A blocked sale says how much stock is available.
Without it
The stock figure can be behind the shelf, for example when a delivery has not been entered yet. Stopping sales over a wrong figure holds up the queue. Letting them through unchecked hides the gap.
With it
You pick the rule for the whole shop. Sales can go through, be stopped, or go through once someone approves, and a sale that goes past the stock is recorded so it can be found later.
The shop sets one rule for the whole shop, covering sales that would go past the stock on hand: allow them, block them, or allow them after someone approves. Approval is asked for on the spot, and the cart stays as it is while it is given. A sale that goes through is recorded as having gone past the stock, so it can be found in a report later.
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See which products have gone below zero, and since when
In every edition
Which products have stock below zero, and since when? The Adjustments tab on the Inventory screen lists stock below zero, with the quantity, the movement that took it under, and when it went negative.
Without it
A product shows less than nothing on the system. You cannot tell which sale or change took it that low, or how long the figure has been wrong.
With it
The Adjustments tab lists each product below zero, with its quantity, the sale or change that took it under, and the day it went negative.
Below the adjustments on the Adjustments tab, a list shows the products that have gone below zero. For each one you see the quantity, the movement that took it under zero, and when it happened. If it has crossed zero more than once, the latest crossing is shown. A figure below zero often means a delivery was not entered yet, so this list is the place to start.
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See which products went below zero, and what took them there
In every edition
Why does a product show negative stock, and what caused it? The below-zero view lists each product that has gone below zero, when it went below, and the document that took it there. Each line offers Adjust.
Without it
Stock can show less than zero, and the number alone says nothing about why. Guessing at the cause wastes time, and the shelf may still disagree with the books.
With it
The below zero view shows when each product went under zero and the document behind it. Press Adjust on the line to put the figure right.
For each one it shows when it went under, and the document that took it there, such as a sale. That document is a link, so you can open it. Each line has an Adjust button for putting the figure right.
A product that has gone below zero shows its minus quantity in red.
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Type new counts into the sheet, and each change is recorded with its reason
Basic and Professional
When I change stock counts for many products at once, is each change recorded? Type a stock count in the sheet and the difference from the stock it loaded is recorded as a stock adjustment, one for each reason you choose. A lot-tracked product is changed lot by lot instead.
Without it
You count a whole shelf of products and write the new numbers on paper. Later nobody can say why the stock of a product went up or down.
With it
Each count you type is saved as the difference from the stock the sheet loaded. It goes in as a stock adjustment with the reason you chose.
Open Bulk edit, choose the products, and type the new stock in the on-hand column of the sheet. The sheet keeps the figure it loaded, so only the difference is recorded. Each reason becomes one stock adjustment at the location you are working in. A product that is tracked by lot is changed lot by lot, in a pop-up.