Inventory Adjustments

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Inventory Adjustments

Adjustments are used to manually change your inventory. Reasons for entering adjustments include:

Trim (amount of an inventory item discarded in the process of preparing the item for use in a recipe)

Waste (inventory spills, drops or damage)


Shrinkage (unaccounted disappearance of inventory, used automatically when accounting for a difference between a physical count and the on-hand quantity in the inventory system)

Miscount (used to adjust an error in a physical count)

Transfer out (used when inventory is transferred to another restaurant location, as when inventory is received at one location and supplied to other locations)

There are two menu selections used for entering adjustments: Single adjustments… and Multiple adjustments.... The Single adjustment selection is best to use when entering an adjustment for a dented can or a dropped steak. Use the Multiple adjustments selection for entering many adjustments at once, like for a store-to-store transfer or after trimming several types of produce.

It is best to enter all adjustments before completing a physical count. This will avoid automatic creation of shrinkage adjustments to account for the inventory shortage when the count is completed and the inventory overage on the next count.

Single Adjustment


Select the inventory item you want to adjust by clicking that item in the list. Click Single adjustment in the menu to display the adjustment window.

Name – The name of the inventory item will be displayed for verification.

Quantity – Enter the quantity of the adjustment and select the measurement unit. Weigh the inventory item to be adjusted to get the most accurate result.

Type – Select the type of adjustment from the drop-down list

Date – Select the date of the adjustment. This date selection is available to allow the adjustment to be dated on any desired day. Even though the adjustment can be back dated, it is best to enter adjustments on the date they occurred.

Comment – This feature allows entry of an explanation for the adjustment. Requiring staff to enter a comment for all inventory adjustments can help improve inventory control.

Click the Adjust Inventory button to record the adjustment.

Multiple Adjustments

Use the Multiple adjustments window to record several adjustments at once. All adjustments entered in this window will have the same type and date.

Category – Selecting an inventory category will filter the list of items displayed to only include one category. Selecting Produce will display only the produce items, useful when recording trim waste for several types of produce at once.

Find inventory item – Begin typing the first few letters of an item’s description. The selection arrow on the left of the Description column will move to the inventory item matching the entered search term.

Type – Select the adjustment type from the drop-down list.

Date – Enter the date to be used for the adjustment. Even though the adjustment can be back dated, it is best to enter adjustments on the day they occurred.

Show inactive – Inventory items that are no longer used or that are used periodically can be marked Inactive. Checking this box will show all inventory items in your list, including the inactive items.

Enter Adjustment - Enter the amount of the adjustment. The amount can be entered in case, pack or unit quantities. Multiple units of measure can be entered at once using the “+” shortcut. Separate the case, pack and unit quantities by a plus sign to use this shortcut as in these examples:

1+2+3 – Adjusts one case, two packs and three units

+2+3 – Adjusts two packs and three units

1 – Adjusts one case

++3 – Adjusts three units

+2 – Adjusts two packs

If the adjustment quantity entered for an inventory item puts this inventory item into a negative on-hand count, the line will turn red.

The on-hand quantity of the item must be corrected before you can enter an adjustment for that item.

Click Adjust to record the adjustments entered in this window. Click New to add an inventory item to your list. Click Edit to edit the selected inventory item. Click Comment to explain an adjustment entry. The comment applies only to the currently selected line item.

Adjustment Batches – The Multiple adjustments window invisibly creates an adjustment batch as you enter adjustments. This allows you to leave the entry window before you have entered all your adjustments. Clicking Close will close the adjustment window without saving the adjustment entries you have created. To reload this batch and continue later, click the Load Batch button. Clicking Delete Batch will remove a stored batch. Clicking the Adjust button not only saves the adjustments on the screen but clears the batch.

Note: If you plan to continue entering an adjustment batch, do not enter adjustments before loading a saved batch. Doing so will remove any adjustments entered before the previous batch is loaded.