When managing inventory, adjustments may be needed to correct stock discrepancies, record damaged items, or make other corrections. As adjustment records grow, finding specific records or their reasons can become difficult.
Adjustment Tags help organize adjustment records by assigning labels based on the adjustment reason, inventory issue, or business process. Combined with available filters, tags make it easier to find and review specific adjustment records across different dates or outlets.
In this article, you'll learn how to create and use Adjustment Tags for adjustment reports to manage and review inventory adjustments more efficiently.
I. How to Create Adjustment Tag
Step 1. Go To Setup, Then More Menu and Select Adjustment on Tag Section
Step 2. Click Add, then Fill The Adjustment Tag Name, and Click Save
Step 3. Adjustment Tag is Created Successfully
II. How to Use Adjustment Tag
Step 1. Go To Adjustment Menu and Create a New Adjustment
Step 2. Click On Notes to Select Adjustment Tag
Step 3. Do The Adjustment Process
III. Check The Adjustment Report By Adjustment Tag
Step 1. Go To Adjustment Menu, More Menu, and Select Report Detail
Step 2. Select The Adjustment Tag
You can select a specific outlet, or leave it blank to display all available outlets that have been adjusted based on the tag you choose.
Notes: If you leave everything blank, it will display all the adjustments made within the selected date range.
Step 3. Check The Report
You can adjust the filter by clicking on the filter icon to set the outlet, date range and adjustment tag.
Related Articles
To create inventory adjustment by archive, please refer to the article: Product Stock Adjustment By Archive
To create inventory adjustment by CSV, please refer to the article: Stock Take by CSV
To create inventory adjustment by web spreadsheet, please refer to the article: Stock Take by Web Spreadsheet
To create inventory adjustment by using DealPOS Scanner apps, please refer to the article: Using DealPOS Scanner Apps For Counting Inventory By Using Android Mobile Device
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).
For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.