Editing Inventory Quantity Reconciliation
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*NOTE* If you are tracking inventory quantities in QuickBooks, any adjustments made to SME inventory using reconciliation will also need to be made in QuickBooks inventory. Only invoices from SME automatically deplete inventory in QuickBooks. Only POs or Bills from SME automatically increase inventory in QuickBooks. | *NOTE* If you are tracking inventory quantities in QuickBooks, any adjustments made to SME inventory using reconciliation will also need to be made in QuickBooks inventory. Only invoices from SME automatically deplete inventory in QuickBooks. Only POs or Bills from SME automatically increase inventory in QuickBooks. | ||
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− | + | '''To adjust inventory quantities in SME based on your physical count:''' | |
+ | <br>1. Go to Inventory module and select the item you need to adjust. | ||
− | + | <br>2. Copy the Item Number. | |
− | + | [[File:ItemNumber.jpg]] | |
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<br>3. Go to '''Utilities''' > '''Utilities''' '''(1)''' | <br>3. Go to '''Utilities''' > '''Utilities''' '''(1)''' | ||
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<br>4. Select '''Inventory'''. '''(2)''' | <br>4. Select '''Inventory'''. '''(2)''' | ||
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<br>5. Select '''Inventory Reconciliation''' '''(3)''' and click '''Run It (4'''). | <br>5. Select '''Inventory Reconciliation''' '''(3)''' and click '''Run It (4'''). | ||
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[[File:ReconciliationSteps.jpg]] | [[File:ReconciliationSteps.jpg]] | ||
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The''' Inventory Reconciliation''' window will open listing all of your inventory items. | The''' Inventory Reconciliation''' window will open listing all of your inventory items. | ||
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[[File:EnterNumber.jpg]] | [[File:EnterNumber.jpg]] | ||
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<br>8. Click '''OK'''. | <br>8. Click '''OK'''. | ||
Notice the inventory list filtered down to the item you need to adjust. | Notice the inventory list filtered down to the item you need to adjust. | ||
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<br>9. Click [[File:PlusSign.jpg]] on the inventory item row (1 in image below). The editing window will expand. | <br>9. Click [[File:PlusSign.jpg]] on the inventory item row (1 in image below). The editing window will expand. | ||
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<br>10. Click [[File:PlusSign.jpg]] to expand the warehouse locations. (2) | <br>10. Click [[File:PlusSign.jpg]] to expand the warehouse locations. (2) | ||
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<br>11. Enter the accurate inventory count in the '''Physical Count''''''Bold text''' column (3). | <br>11. Enter the accurate inventory count in the '''Physical Count''''''Bold text''' column (3). | ||
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<br>12. Check the box in the '''Accept''' column. | <br>12. Check the box in the '''Accept''' column. | ||
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<br>13. Click '''Post Changes''' (4). | <br>13. Click '''Post Changes''' (4). | ||
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[[File:PhysicalCount.jpg]] | [[File:PhysicalCount.jpg]] | ||
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<br>14. Click '''Yes''' to message in Information window. | <br>14. Click '''Yes''' to message in Information window. | ||
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<br>15. When the screen clears, click '''Close'''. The quantities will be adjusted. | <br>15. When the screen clears, click '''Close'''. The quantities will be adjusted. |