Edit Inventory Quantity or Individual Wholesale Value

Inventory quantities and individual wholesale values can be edited to correct counts or costs for specific products. Use these adjustments to update on‑hand inventory levels or change the wholesale value when products are received, recounted, or corrected outside of an inventory order.

If you need to adjust the quantity or wholesale amount of items, you can open the product profile to make the necessary changes or update the On Hand amounts from the Product List. If you have many items to modify, you can choose to clear your on hand inventory and re-enter your base inventory. 

Important: The wholesale amount is calculated from the default Discount percent saved in the Inventory Orders Settings. Ensure that your discount is set before following the steps below.

 From the sidebar navigation, clickProducts, then Product List.

1. Using the Search field, enter a partial description or part number to locate the item (if necessary, select the filter button then choose Clear Filter to remove any filters set. Or select Filter to further refine when searching).
2. Select the checkbox next to the item, then from the toolbar, select the edit buttonor double-click to open the product profile.
3. From the toolbar, select the edit buttonto open the Physical Count form.
4. Adjust the amount in the Quantity field and, if necessary, the Wholesale value. Alternatively, select the add a row button then adjust the amount.
5. Optionally, if you'd like to indicate a reason for the adjustment, select from the options listed under Reason for adjustment, or see below to add a new option. 
6. To delete an entire row, select the delete button then choose Yes to confirm the deletion.
7. Click OK to save and close the Physical Count form, then close the profile.

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Additional Information:

Add or Edit Adjustment Reasons

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Indicating a reason for the adjustment is optional but not required. You can add or edit the options under the Reason for Adjustment section.

1. Select the edit buttonto open the Memorized List screen.
2. Select the add a row button to create a new option in the Description field.
3. To edit an option, click in the Description field of the option and make any necessary changes.
4. When finished, select OK to save. New and edited options can now be selected from the drop-down list.

• Tax Reports & Year-End
• Track Product Expiration Dates
• Expired Product Report