PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Price List > Price List Maintenance > Inventory Adjustments
Inventory Adjustments

    
NOTE: This feature is available in the Standard, Professional, and Enterprise versions of both Spectra and myStratus Desktop.

Adding Inventory Adjustments

To fill out an inventory adjustment form, go to Maintenance > Price List > Inventory Adjustments. Note: This form can also be accessed by selecting Adjust Inventory in the ribbon of the item's Price List Maintenance.


  • Reference No: Optional field for items with an order or receipt number.
  • Date: Date the adjustment was made.
  • Adjustment Type: The type of adjustment being made.
    • Adjustment: Adjusts an inventory quantity that may be incorrect.
    • Receipt of New Inventory: Records new inventory items received from an outside vendor.
  • Vendor (optional): Which Vendor the item came from (if applicable). See also Vendors.
  • Memo: Optional description of the reason this record was made.
  • Item Number/Description: Enter the corresponding price list item for the inventory. You can have multiple price list items per an inventory adjustment form. Note: A price list item must be enabled for inventory tracking in order to show in the drop-down.
  • Adjustment Quantity: Enter the quantity being added to the on-hand total. Use a positive number if adding to the total and a negative number if reducing the total.
After saving the form, the adjustment will be added to that item's on-hand inventory and can be viewed from the Inventory History tab of the item's Price List Maintenance form.

Exporting an Inventory Worksheet

To Export a list an inventory worksheet to Excel from an Inventory Adjustments form, select Export Inventory Worksheet from the ribbon. This report will show all the inventory items and their currently quantity on hand according to the software.

 

Importing Inventory Adjustments

To Import a list of inventory adjustments from the Inventory Adjustments form, select Import Inventory Adjustments from the ribbon.



When creating the spreadsheet for the import, the first column must contain the Item Number, also known as the Item Identifier, exactly as it is recorded in Spectra/myStratus. Column 2 is optional, but must still be included in the spreadsheet, and column 3 must contain the quantities for the import. Select the first option in the import menu if the quantities in the spreadsheet reflect an adjustment that needs to be made to the existing on-hand quantity, or select the second option if the quantities in the spreadsheet reflect the item's total on-hand quantity.

After following the instructions for the spreadsheet layout, select the 
... on the import menu to browse out to the location of your .csv, .txt, or .xls file. Check the box if the first row of your document contains headers rather than data. Your spreadsheet must be formatted according to the instructions on the menu.

Here is an example of how an item adjustment import should appear. This specific example would require to be imported with the box checked because its first row includes headers instead of data:




See also


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