Actions that Generate Memos

Adjustments Overview | Inventory Overview

Basic

The actions listed below will result in adjustments to inventory quantities or costs. Certain actions result in program-generated memos; in these cases you may be prompted for your name and a reason for the adjustment, but the memo is automatically created. The Source and Type columns refer to the entries automatically recorded in the corresponding fields in the memo header.

 

Action

Created by

Reason

Source

Type

User

User-defined or selected (damaged, shrinkage, etc.)

Manual

Quantity or Cost

Point of Sale

ManAdj

Reverse

Quantity or Cost

Deleting an item with an on-hand quantity

Point of Sale

Item Deleted

Inventory

Quantity

Applying  physical inventory changes

Point of Sale

Physical

Physical Inventory

Quantity

Manually entering item quantity or cost

Point of Sale

ManAdj

Manual

Quantity or Cost

Merging items

Point of Sale

MergedItem

Manual

Quantity or Cost

Importing items with the Data Import Wizard

Point of Sale

Data Import

or

QBFS Import

Import

Quantity or Cost

Point of Sale

CreatAsm

Assembly

Quantity or Cost

Point of Sale

Brk Asm

Assembly

Quantity or Cost