Bulk Inventory Adjustment Through Import

You can adjust inventory in bulk from Tools Menu, Imports and Exports, Bulk Inventory Adjustment.

Click on Download Import Template File to download the template file with just headers

Click on  Download Populated Template File With All Products  to get a file with your product pre-populated. 

The template file has the following fields.
part_number: The part number of the inventoried product you are adjusting.
facility_code: The code of the facility the inventory is in.
qoh: Quantity on hand in Versa. This field is optional if adjustment_quantity is provided. If provided, qoh must match the quantity on hand currently in Versa at the time of the import. This means if the quantity on hand has changed since you created the import file, the bulk adjustment file must be updated to reflect the new quantity. This acts as a safety guard to prevent you uploading incorrect inventory.
physical_qty: The actual physical quantity of the product(counted physically). This field is optional if adjustment_quantity is provided. If this field is provided, qoh must be provided too.
adjustment_quantity: Optional. If provided, qoh and physical_qty is not required. Specify the adjustment to do. Positive number indicates to increase inventory. Negative number indicates to decrease inventory.
uom: The unit the inventory is in. Optional. If not provided, the default unit associated with the inventory product is used.
per_unit_value: The cost of each unit to be used in the adjustment. If not provided, the current per unit cost at the facility is used.
inventory_date: The date to use for the inventory adjustment.
balancing_gl_account_name: The offsetting account to use for the adjustment. Typically an expense account. The COGS account associated with the product category is used if not provided. Check with your accountant for guidance on what account to use.

lot_number: Required when adjusting lotted inventory. Specify the lot to adjust. Keep blank otherwise.

Examples

Example 1

This show an adjustment of increasing inventory for P9X1 from 10 to 20. Note the adjustment_quantity  is blank since the system can figure out it is an increase of 10 to 20 by looking at QOH and physical_qty columns

Example 2

This show the same adjustment as above but just using adjustment_quantity of 10 to indicate increase inventory by 10. When adjusting inventory like this, the system will add 10 without any checking. So if you import the same file twice, inventory will increase by 20. The file in example 1 can only be run once and if you run in again, the system will stop you since the qoh in the system would have already changed to 20.

Example 3

This show an adjustment to reduce inventory for P9X1 from 10 to 5. Note the adjustment_quantity  is blank.

Example 4

Same effect as example 3 , reduction of inventory by 5

Example 5

You can adjust the same product when it is stored in multiple facilities.

Possible errors:
Not enough quantity available to reduce. : This means that you try to reduce qty that is allocated somewhere.