Performing adjustments from Count Memo

In POS Pro, it is possible to create an Adjustment Memo from a Count Memo. The Adjustment memo updates the stock ledger quantities based on the Count Memo item difference.

To create an Adjustment Memo from a Count Memo:

  1. Tap Count Memos in the app’s Home Screen navigation panel or in the fly-out More menu (the location of the button is defined by your custom settings).

  2. In Count Memos, tap the required Count Memo to open it.

  3. In the required Count Memo, tap Create Adjustment at the top. On tapping, the Create Adjustment dialog opens:  In the Create Adjustment dialog that opens:

  • the Items fields show the number of PLUs affected

  • the Quantity fields show the total item quantity being adjusted

To define a reason for adjustment, tap Select in the Adjustment Memo reason field (required).

Optionally, to archive the Count Memo on creation of the Adjustment Memo, toggle the Automatically Archive Count Memo switch on.

Once done, tap Create in the upper right corner of the dialog.