Inventory Adjustments and Transfers

Adjustments are used to add or subtract inventory counts of a SKU in Available, Invoiced, and On Hand statuses. 

Adjustments are usually made at the end of each month to record removal of product that has not been referenced in a sales transaction, or to receive new product into a location from a storage facility that is not tracked in eCellar. (See also Staging and Receiving Inventory.)   

Inventory Adjustment

Adjustment Tool

In the ACP, navigate to Products > Inventory > Admin > Adjustments.

This is a blank adjustment page and will require a selection on every field except Reason, though it is highly recommended for accurate tracking.

Adjust Inventory within a Location

To adjust inventory of a SKU within a location, navigate using the Admin Control Panel (ACP) Toolbar to: Products > Inventory > Show Inventory > By Location. 

1. View all Locations, select the desired location.

   

   
   

2. Viewing Inventory in a Location

   To make an adjustment, use the [+] and the [-] symbols in the Adjust column. 

   [+] is for a positive adjustment transaction

   [-] is for a negative adjustment transaction

   

   
   
3. In the Adjustment page:
   1. The selected SKU will be automatically populated
   2. The transaction will default to the addition [+] transaction Addition Adjustment (p2a) or the subtraction [-] transaction reduction adjustment (a2p).
   3. Enter the Units to adjust in a positive integer. The transaction type will control the addition or removal.

   4. Optionally, make a note. Notes can be referenced in a transaction history report, and can be helpful when troubleshooting a mistake or an incorrect month-end reconciliation. 

      

      Consult this article for more information about Inventory Transactions.

Inventory Transfer

Transfer Tool

Navigate to Products > Inventory > Admin > Transfer. 

This tool is a blank form to select a SKU, to and from locations, quantity of units to transfer.

Each field is required except Reason, though it is highly recommended for accurate tracking

Transfer Inventory within a SKU

1. Access the individual SKU:
   1. Inventory by SKU > individual SKU

   2. Inventory > Show Inventory > By SKU

      
      

2. Click on the link for the individual SKU

   

   
   

3. Select the From and To locations using the radial buttons, and the quantity of units.

   Note: There is no opportunity to add a Reason in the workflow.