Inventory Adjustments Overview

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"Inventory Adjustments" are used to decrease by ISBN the district's overall inventory counts.

Adjustment Types for Inventory Decreases

Item Description
Worn Items need to be replaced across the ISBN copies due to normal wear and tear (not due to the abuse of a single item)
Destroyed Items destroyed in a fire, flood, or other natural disaster (not for items abused on purpose)
Shrinkage A physical count of instructional materials in the storage room reveals a shortage
Paid Occurs when the district pays to replace lost instructional materials
Return Surplus The district received too many copies from the vendor and is returning the surplus

Inventory Adjustment Page

Item Description
Add plus.png Creates a new inventory adjustment
Show Completed check.png Displays "Completed" inventory adjustments (all items have been "Posted"/marked as "Complete")
Adjustment Name Displays the names given to the inventory adjustment (must be unique)
Date Created Displays the date the adjustment was created
Created By Displays the name of the user who was logged into Instructional Materials Management and created the adjustment
Status Displays the overall status of the inventory adjustment (not to be confused with the respective ISBN's status)
Details mglass.png Opens the "Inventory Adjustment Details" page, which provides additional information specific to the adjustment
Edit pencil.png Opens the "Inventory Adjustment Details" page and allows the editing of the adjustment
Report scroll.png Opens the respective PDF file-formatted Inventory Campus Adjustment Receipt (as of that moment in time)
Delete delete.png Deletes Completed Inventory Adjustments

Create/Edit Inventory Adjustment Page

Item Description
Adjustment Type Displays the adjustment type assigned to the adjustment
Adjustment Name Displays the name given to the adjustment (must be unique)
Description Displays the notes regarding the items within this adjustment for the campus's benefit
ISBN Displays the International Standard Book Number (generally a 10- or 13-digit number) located on the adjustment
Title Displays the assigned name of the instructional material requested on the adjustment
SLC (State List Code) Displays the respective state-assigned number associated with the ISBN
Publisher Name of the publishing company that produces the instructional material
Price Suggested replacement price for a single copy
Available for Adjustment Displays the number of copies in storage for the selected ISBN (copies issued to students or teachers are not available to adjust)
Copies to Adjust A field to record the quantity to adjust for the selected ISBN
Add plus.png Attaches the ISBN and the "Copies to Adjust" to this adjustment
Save floppy.png After adding at least one ISBN to the adjustment, saves the adjustment in the status of "New"
Edit Quantity pencil.png Located in each added ISBN's row; opens the "Copies" field for the respective ISBN
Remove ISBN from Requisition delete.png Located in each added ISBN's row; removes the respective ISBN from the adjustment

Inventory Adjustments Details Page

Item Description
Name Displays the name given to the adjustment (must be unique)
Type Displays the adjustment type assigned to the adjustment
Status Displays the overall status of the adjustment (not to be confused with the respective ISBN's status)
Date Created Displays the date the adjustment was created
Created By Displays the name of the user who was logged into Instructional Materials Management and created the adjustment
Description Displaysfor the campus's benefit the notes related to the items within this adjustment
Edit pencil.png Opens the "Edit Adjustments" page
Post All postall.png Located above the blue header bar, applies the decrease in available inventory for all of the titles within the inventory adjustment (copies issued to students or teachers are not available to adjust)
ISBN Displays the International Standard Book Number (generally a 10- or 13-digit number) requested on the adjustment
Title Displays the assigned name of the instructional material requested on the adjustment
Status (located below the blue header bar) Indicates the current status of each ISBN on the adjustment
Adjust Displays the number to adjust
Posted Displays the number posted
Copies A field to record the quantity to adjust for the selected ISBN
Post post.png Applies the decrease in available inventory for the respective title
Complete complete.png Finalizes an ISBN's reduced copies to adjust (than originally entered in the Adjust field)