Create an Inventory Adjustment

Inventory Adjustments are used to decrease the district's overall inventory counts by ISBN.  See the Inventory Adjustment Overview for definitions of Adjustment Types.

BEST PRACTICE: Review the Textbook Detail Report to help identify which ISBNs and their respective quantities to adjust out of the overall district inventory.

Create an Inventory Adjustment

1. Click on Inventory, located on the Navigation Bar.

2. Under the Adjustments subcategory, click on Adjustments.  This opens the Adjustments page and defaults to the Inventory tab.

3. Click on Add.  This opens the Create Inventory Adjustment page.

4. Select the desired Adjustment Type using the Adjustment Type's drop down menu.

5. Enter a name for the adjustment in the Adjustment Name field (It must be unique).

6. Click Next.  This opens the Create Inventory Adjustments ISBN grid.

7. Enter any notes relevant to the adjustment into the Description field.

8. Search for the desired ISBN.

9. Click on the title. The row highlights orange.

10. Referencing the Available for Adjustment field, enter a quantity into the Copies to Adjust field.

11. Click on Add.  This adds the selected ISBN and the copies to adjust to the lower half of the page.

12. Add multiple titles by repeating steps 8 through 11.

13. Click Save.  
    

NOTE:

If you wish to take a break before posting the adjustment, click Save. This gives you the opportunity to come back at a later time to add, edit, and remove items from the adjustment.  Review how to Edit an Inventory Adjustment.