Bulk Adjust Inventory

1. Open eGenuity software

2. Select Inventory Management from top panel menu

3. Select Bulk Changes from left panel menu

4. Click on Bulk Adjust Inventory icon

a. Category: Select desired category, from drop-down menu, to limit to specific category items

5. Select Load Inventory (Ctrl+L) button

a. Adjustment Date (Ctrl+T): From the drop-down calendar, select date for adjustment to apply

b. Adjustment Type: Select, from the drop-down menu, the type of adjustment

c. Reason: Enter a reason for the adjustment to inventory

d. Shown Items:

i. Show All Items (CTRL+S): Shows all items based on search criteria

ii. Show Items on Open Tickets (CTRL+B): Only shows items on open tickets

6. Final Amount Column: Enter corrected quantity

• Example: If Quantity On Hand is 90 but 1 is a defective item, enter 89 in the Final Amount column

• Example: If Quantity On Hand is 90 but, based on physical count, there are 91 on-hand, enter 91 in Final Amount column

7. Save (F5)