Inventory Adjustment tickets simply raise or lower your inventory. Use it for spills, returns, or transferring inventory to the following year.
Reconciliation tickets take that extra (or missing) inventory and apply it to all your tickets for the previous year. This is good for fine-tuning your application rates based on leftover inventory.
Note: We recommend that if you make a return to a supplier, you create a Purchase Order Return. Use the support chat if you have any questions.
Inventory Adjustments
Select PURCHASING > INVENTORY > Inventory Adjustments.
Select New Inventory Adjustment.
Enter the Adjuster, Date, and Crop Year.
Tip: If you’re adjusting the end of last year’s inventory, make sure to put in last year’s Crop Year.
Select Add Input at the bottom of the page to provide the input information, adjusted amount, and units.
Tip: When filling out the Adjusted Amount, you need to fill out how much you want to adjust by. So if you want to adjust your inventory down by 50 gallons, type in -50.
Hit Save.
Inventory Reconciliations
Select PURCHASING > INVENTORY > Reconciliations.
Hit New Inventory Reconciliation.
Enter Date, Crop Year and Adjuster.
Tip: If you’re adjusting the end of last year’s inventory, make sure to put in last year’s Crop Year.
At the bottom of the page, select Inputs to Adjust.
Enter all physical inventory that is different from book inventory.
Tip: Unlike an Adjustment ticket, you need to enter what you want the new book inventory to be. Entering in “50 gallons” will make your inventory 50 gallons on the date of the ticket.
Press Save.