Inventory Adjustments are the manual adjustment of an Item’s inventory when the quantity in a Location is not the same as the quantity recorded. Striven provides a simple feature for completing Inventory Adjustments.
Permissions Needed to Complete Inventory Adjustments:
The following permissions are required as part of a User Role in order to be able to complete Inventory Adjustments.
- Inventory Adjustments - Add
- Inventory Adjustments - View
Inventory Adjustment Options
There are three options when completing an Inventory Adjustment.
- Adjust Item Quantity
- Adjust Item Value
- Adjust Item Quantity and Value
For small adjustments you can choose from the Find & Select Items option or from the Item drop-down list. Larger adjustments can be made using the Import Adjustments button.
For small adjustments you can choose from the Find & Select Items option or from the Item drop-down list. Larger adjustments can be made using the Import Adjustments button.
- Find & Select allows you to choose multiple Items at once, versus the Item drop-down list that only allows the selection of one Item at a time.
NOTE: Inventory Adjustments can only be made to Items that are presently in the system.
Notes for Importing:
- Imported files need to be uploaded in a .TXT or .CSV file format.
- For importing adjustments, the Item Name on the import file must match the Item Name exactly as it is saved in Striven for the system to process the adjustment.
- When importing, the column names in the import file must match exactly what the system requires or it will not process your import. You will be required to rename the column in your import file to match the mapping in the system.
- Class Name is not a required field for any of the Inventory Adjustment imports, but will be listed as an optional import field.
- There is a limit of 500 Line Items per import for a Quantity import or a Value import. For a Quantity & Value import, there is a limit of 250 Line Items since Quantity & Value count as two separate Line Items when imported.
Quantity Import File Sample
- The Location Name is only a required field for imports that include Quantity Adjustments. By default, the Location Name is “Warehouse,” unless otherwise specified.
Value Import File Sample
Quantity & Value Import File Sample
Useful Tips:
- You can adjust the Quantity by a whole number or by a decimal number.
- You can view previous Inventory Adjustments from the Inventory Adjustment page. This can be found by navigating to Accounting → Inventory → Adjustments and searching by Adjustment Date Range, Status, Items, or Inventory Location.
- You can void a completed adjustment by clicking into the desired adjustment from the Inventory Adjustment List and selecting Void Inventory Adjustment under the Actions menu in the top left corner of the page.
Voided Inventory Adjustments cannot be undone. Voiding will update the Item Quantity/Value to the Quantity/Value prior to the voided adjustment.
Contact the Striven Support Team with any questions! 