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Add an Adjustment Reason

Manage Adjustment Reasons

Every Stock Adjustment that is completed in Unleashed requires a "reason" to be allocated, to aid in reporting and auditing your businesses stock movements i.e. how much damaged stock did I write off this year?

The Adjustment Reasons page allows you to customize the reasons that are available to allocate per Stock Adjustment. These can include reasons such as 'spillage' or 'promotion' and once saved can be found in the drop down menu when creating a Stock Adjustment. 

Add an Adjustment Reason

1. From Unleashed's main menu, go to Settings, System and select Adjustment Reasons. 
2. Enter the new reason in the *Adjustment Reason field.
3. Click Add and the new reason will be listed in the Adjustment Reasons page and available to allocate in Stock Adjustments.

Manage Adjustment Reasons

Once an Adjustment Reason has been created it's immediately available to allocate to Stock Adjustments. But you also have the option to edit the Stock Adjustment's name or delete it, if it's no longer needed. 

Edit an Adjustment Reason

Change an existing Stock Adjustment's name and the update will apply to all Stock Adjustments the initial Stock Adjustment Reason was added to. 

To edit a Stock Adjustment Reason's name:

1. From Unleashed's main menu, go to Settings, System and select Adjustment Reasons. 
2. Click on the existing Adjustment Reason's name and an editable name field will become available.
3. Make the necessary changes to the Adjustment Reason's name and either click away on the page or hit Enter on your keyboard. 

Delete an Adjustment Reason

If a Stock Adjustment Reason's no longer needed, and is not allocated to any Parked or Completed Stock Adjustments, it can be deleted.

To delete a Stock Adjustment Reason:

1. From Unleashed's main menu, go to Settings, System and select Adjustment Reasons. 
2. Click on the bin icon, along an Adjustment Reason's row, under the Delete column.
3. The Adjustment Reason will no longer be available to allocate to Stock Adjustments.

If no bin icon is displayed for an Adjustment Reasons it means the reason is currently allocated to a Stock Adjustment and cannot be deleted. 

Adjustment Reasons video tutorial