Inventory Adjustment Sub Types

Inventory Adjustment Sub Types allow you to further categorize inventory movement and can be mandatory. Think of them like characteristics for inventory adjustments.

You can set different default GL Accounts for each inventory adjustment subtype to make them faster to add.

What you'll find:

Adding Inventory Adjustment Sub Types

Editing Inventory Adjustment Sub Types

Deactivating and Activating Inventory Adjustment Sub Types

Removing Inventory Adjustment Sub Types

 

Adding inventory adjustment Sub Types

To add inventory adjustment sub types

Navigate to Accounts Receivable > Manage > Inventory Adjustment Sub Types.

In the Description column, enter a unique name for the inventory adjustment sub type.

Select a GL Account.

Ensure the Active check box is selected.
Active is selected by default after the description has been entered.

Tip

Add all required inventory adjustment sub types before clicking Save since saving also closes the window.

Click Save.

Editing Inventory Adjustment Sub Types

You can edit any of your existing inventory adjustment sub types at any time by changing their description or GL account. You can also change the active status to activate or deactivate them.

To edit inventory adjustment sub types

Navigate to Accounts Receivable > Manage > Inventory Adjustment Sub Types.

Make your changes.

Click Save.

Deactivating and Activating Inventory Adjustment Sub Types

When you add inventory adjustment sub types, the default setting is active, but you can also reactivate inventory adjustment sub types that have been deactivated.

To deactivate inventory adjustment sub types

Navigate to Accounts Receivable > Manage > Inventory Adjustment Sub Types.

In the Active column, clear the Active check box of the sub type you want to deactivate.

Click Save.

To activate inventory adjustment sub types

Navigate to Accounts Receivable > Manage > Inventory Adjustment Sub Types.

In the Active column, select the Active check box of the sub type you want to activate.

Click Save.

Removing Inventory Adjustment Sub Types

You can remove a sub type as long as it has not been used on a inventory adjustment. If it has been used, you can deactivate the sub type so it cannot be used again.

To remove inventory adjustment sub types

Navigate to Accounts Receivable > Manage > Inventory Adjustment Sub Types.

Select the sub type you want to remove.

Click Remove Sub Type.
If the button is greyed out it indicates the sub type has been used and cannot be removed; consider deactivating it instead.

Click Save.