Bulk Inventory Adjustments Tool

This tool is part of the Advanced Inventory Control Add-on Module.

The Bulk Inventory Adjustments tool is designed to help you make adjustments to your inventory to groups of items all at the same time, rather than one-by-one. Here’s an overview of how it works.

Example Scenario: A grower who is cleaning and consolidating an area of their nursery would use the Bulk Inventory Adjustment tool to record the dumping of leftover material that wasn't sold. Instead of processing a single dump transaction for each item, the Bulk Inventory Adjustment tool completes dumps for each plant together in one simple transaction.

1. Navigate to Inventory, then Bulk Inventory Adjustments.
2. First you will see a group of filters which you will use to select the right items to adjust. Click to include items from the various filters and when all the filters are chosen, click Search in the bottom right side.
3. Now you will see the list of items which match the filters you selected. On the left side are descriptive columns about the items and on the right side are the columns where you can make adjustments.
4. Be aware that not all the search results may be appearing on the same page, click on the drop-down menu by the page number to show more of the search results on the same page.
5. Make the adjustments by clicking to change the cell information. If you want an entire column to be changed, first adjust the top row of that column to the correct information, then with that cell selected, click on the symbol in the column header. Click Aufofill Selected and “Yes” to confirm and the entire row will change to match the top row.
6. In the Qty column, you can click on the symbol in the header and choose from the options to have the changes apply to the On Hand quantity or the Available quantities.
7. Once the proper adjustments have been made, choose in the taskbar which transaction will be happening:
   1. Plant will add new items to the inventory
   2. Count will update the quantity of a crop
   3. Dump will remove items from the inventory
   4. Move/Transfer will change the location of items and/or change the item from one size/item to another.
   5. Update Other allows you to update *only* the comment, spacing type, grade, or On Availability status.
8. You can then repeat the process by returning to the “Set Filter” tab and resetting or changing the filters to adjust different groups of inventory.