Lots Adjustments

Lots Adjustments

In CustomBooks™, Lots Adjustments are used to correct or update the quantity, cost, or lot assignment of lot-tracked inventory items.  This ensures accurate inventory tracking, compliance, and valuation.

Viewing the List of Lots Adjustments

To view the list of Lots Adjustments: Navigate to Inventory > Lots Adjustments.



From the Lots Adjustments List View, you can:
  • Create New or Copy a Lots Adjustment.
  • Export the Lots Adjustment List to Excel, PDF, or other formats.
  • Manage Columns: add, remove, or reorder.
  • Refresh the Lots Adjustment list.
  • Create multiple custom views using Filters, Sorting, Ordering, and Conditional Appearance Settings.

Creating a New Lots Adjustment

To create a new Lot Adjustment:
  1. Navigate to Inventory > Lot Adjustments.
  2. Click Create > New.
  3. Enter the Lot Adjustment Date.
  4. Select the Inventory Item with Lots.
  5. Choose the Location/Warehouse.
  6. Select the Lots from the drop-down list.
  7. Enter the Adjustment Quantity or the New Quantity.
  8. Click Save or Save and Close.



For a step-by-step walkthrough, check out the video below.
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