Change Inventory

You can update your inventory on-hand, such as to adjust inventory quantity or add a shipment.

  1. On the merchandise record, select the Inventory tab.

  2. Select the inventory item to update, and select Change inventory.

  3. Change the inventory as necessary:

    • To enter a new quantity on hand, select Set physical count, and enter the new quantity.

    • To add a new inventory shipment, select Add inventory shipment. You can update the vendor and unit cost and quantity of the item. To use the unit cost from the inventory shipment as the current cost, select Update current cost.

    • To adjust the quantity on hand, select Adjust quantity and, in the Adjust by field, add or subtract the number of items.

    Note: When you adjust the quantity, you must also enter a reason as to why the adjustment was made.

  4. In the Comments field, enter any information about the change in inventory that may be necessary or helpful.

  5. Select Save.