Manage on-hand adjustment reasons

On-hand adjustment reasons are used to record and audit why a product’s O/H amount was manually changed.

This article will teach you how to create new on-hand adjustment reasons and edit or deactivate exiting adjustment reasons.

For multi-branch practices. On-hand adjustment reasons are administered at the Company level (i.e. the adjustment reasons are used by all branches).

Permissions: System Admin

To learn how to manually adjust your stock levels, see Adjust stock levels.

Add an on-hand adjustment reason

1. Click your name in the menu bar. Then select Administration.
2. Under System Admin, click Product Settings.
3. Click the Adjustment Reasons tab.
4. Click Add Reason.
5. In the box, enter a name for the adjustment reason.
   Note: Duplicate adjustment reason names cannot be saved. If you see a warning the adjustment reason already exists, edit the name.
6. Click the green check to save.
   Or click the red X to cancel.
   Note: The new adjustment reason is automatically added to the bottom of the list.
7. Repeat steps 4-6 for each additional on-hand adjustment reason you need to add.
8. Optional. To reorder an adjustment reason, click the move icon to the left of the adjustment reason name and drag the reason to the desired position. Repeat as needed.

Edit an on-hand adjustment reason

When you edit the name of an on-hand adjustment reason, the updated name will automatically display on the Inventory Audit report for all stock adjustments where the reason was selected.

1. Click your name in the menu bar. Then select Administration.
2. Under System Admin, click Product Settings.
3. Click the Adjustment Reasons tab.
4. To edit an on-hand adjustment reason, hover your mouse at the end of the row of the reason you want to edit. Then click the pencil icon .
5. Edit the on-hand adjustment reason name and click the green check to save your changes.
   Or click the red X to cancel.
6. Optional. To reorder an adjustment reason, click the move icon to the left of the adjustment reason name and drag the reason to the desired position.

Deactivate or reactivate an on-hand adjustment reason

When you deactivate an on-hand adjustment reason, it will automatically be removed from the O/H Adjustment Reason dropdown on the Edit Stock Levels page.

The deactivated reason will display on the Inventory Audit report for all stock adjustments where it was selected.

1. Click your name in the menu bar. Then select Administration.
2. Under System Admin, click Product Settings.
3. Click the Adjustment Reasons tab.
4. To deactivate an on-hand adjustment reason, click the toggle. You will see a yellow success message in the upper-right corner.
5. To reactivate an on-hand adjustment reason, click the toggle again.