Edit an Inventory Adjustment

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Quick Nav: District View > Inventory > Adjustments > Inventory Adjustments > Edit Inventory Adjustment

"Inventory Adjustments" are used to decrease by ISBN the district's overall inventory counts. See  "Inventory Adjustment Overview" for definitions of Adjustment Types.

Add ISBNs to a Saved Inventory Adjustment

Use the following instructions to re-open the adjustment and continue adding ISBNs to it.

  1. Click on inventory.png Inventory, located in the Navigation Bar.
  2. Under the Adjustments subcategory, click on Adjustments. This opens the “Adjustments” page and defaults to the Inventory tab.
  3. Search for the desired existing adjustment.
  4. Click on pencil.png Edit. This opens the adjustment in the "Edit Adjustment Request” page.
  5. Search for the desired ISBN.
  6. Click on the title of the item. The row highlights orange.
  7. Referencing the “Available for Adjustment” field, enter a quantity into the Copies to Adjust field.
  8. Click on plus.png Add. This adds the selected ISBN and the number of copies to adjust to the lower half of the page.
  9. Add multiple titles by repeating steps 5 through 8.
  10. Click floppy.png Save.

Edit ISBN Copies to Order

Use the following instructions to change the quantity of an ISBN's copies to adjust.

  1. Click on inventory.png Inventory, located in the Navigation Bar.
  2. Under the Adjustments subcategory, click on Adjustments. This opens the “Adjustments” page and defaults to the Inventory tab.
  3. Search for the desired existing adjustment.
  4. Click on pencil.png Edit. This opens the adjustment in the "Edit Inventory Adjustment Request” page.
  5. On the lower half of the screen, locate the desired ISBN.
  6. Click on pencil.png Edit, located in the respective ISBN's row. This opens the "Copies" field.
  7. Enter the new quantity to adjust.
  8. Click on floppy.png Save, located in the respective ISBN's row. This closes the "Copies" field.
  9. Click floppy.png Save, located above the blue header bar, to save the adjustment.

Remove an ISBN from an Inventory Adjustment

Use the following instructions to remove an ISBN from an adjustment.

  1. Click on inventory.png Inventory, located in the Navigation Bar.
  2. Under the “Adjustments” subcategory, click on Adjustments. This opens the “Adjustments” page and defaults to the Inventory tab.
  3. Search for the desired existing adjustment.
  4. Click on pencil.png Edit. This opens the adjustment in the "Edit Inventory Adjustment” page.
  5. On the lower half of the screen, locate the desired ISBN.
  6. Click on delete.png Remove, located in the respective ISBN's row.
  7. The screen refreshes and the ISBN has been removed from the inventory adjustment.
Note: If you wish to take a break before posting the adjustment, click floppy.png Save. This gives you the opportunity to come back at a later time to add, edit, and remove items from the inventory adjustment.