INTRODUCTION
Feature Summary: Track all stock adjustments for any item in Point of Sale.
Use Case: System Users can use this report to track inventory adjustments done in their organization, as well as the system user that made this stock adjustment.
PREREQUISITES
Organizations must have the Point of Sale feature enabled in their organization.
SETUP REQUIREMENTS
On the sidebar, click Point of Sale.
Under the Point of Sale menu, go to Reports > Stock Adjustments.
Enable one or more filters.
Start and End Date - Choose the start date and end date based on when the adjustment was saved in the system.
Item Categories - Select one or more item categories.
Item Name - Search for specific POS item names if filtering by specific items.
Manufacturer(s) - Select one or more manufacturer(s).
UPC - Scan the barcode of an item in your pro shop if filtering by specific items.
Action Types(s) - Filter by specific action type. When adjusting stock, system users must select an action type. Depending on the type, the action increases or decreases the quantity of the item in the POS menu.
System User(s) - Filter by system user(s).
Click Run Report.
In the below example, system users can see the Item Name, Variation Name (if applicable), and UPC for each item. The table also shows the Date of each saved adjustment, the affected Quantity, the selected Action Type, and the System User who made the adjustment.
