Creating an Adjustment Memo: Basic Steps

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Basic

Note: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by security rights. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.

To create a memo:

1. From the Inventory menu, select N ew Quantity Memo or New Cost Memo.

2. Enter information into the appropriate memo fields at the top of the form.

- The Reason field must have an entry.

3. List the items to be adjusted, using standard item listing procedures.

   - Scan the bar code from the item tag

   - Type an item identifier (UPC, alternate lookup value, or item #) and press <Enter>

   - Type the first few letters of the item's description (from inventory) or another search keyword. A drop-down list of all your items is displayed with the closest match highlighted. Select an item from the list by clicking or touching it (keyboard users, press the down arrow key to scroll, then <Enter> to select).

   - If no matching item is found, click the Find icon or press <Enter> to open the Find Item window, where you can select an item or refine your search. You can also select Add New to go to inventory to add a new item and immediately sell it.

   - Choose Select from Item List from the I Want To menu to go to your full item list and select items.

   Learn more about adding items to documents

4. Enter the New Qty or New Cost for the item in either of these ways:

- Highlight the item and select E dit Item (<F5>) to open the Item Information window. Enter the adjusted value and then select OK (<F5>) to close the window, or

- Navigate to the respective field in the item list and make changes directly there.

5. Select Save & Print or Save Only.

Notes:

- You cannot list non-inventory or service items on a quantity adjustment memo since these items, by definition, have no on-hand quantity in inventory.

- (Pro) Likewise, group items cannot be added to quantity or cost memos, since neither the quantity or the cost of the group is tracked. You can adjust the cost of the component items included in a group item.

- (Pro) If using multiple units of measure, all adjustments are done relative to the base unit of measure.

- (Pro w/multiple stores) Headquarters only: If making a memo for a store other than HQ, select the store from the drop-down list in the Store field.

Notes on the quantity/cost difference Fields

Tip: Changing the quantity of a large number of items or a style

Related Topics

Copying a memo

Canceling or holding a memo in progress