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Configure Inventory Adjustment Settings

Set up Point of Sale (POS) CMS to access Inventory Adjustment on the POS app.

Access Inventory Adjustment

To access Inventory Adjustment on the POS app, configure a deep link.

  1. Create a new layout or hamburger menu or use an existing one.
  2. Access the deep link picker.
  3. Go to Store Associate > Inventory Management.
  4. Select Create Inventory Adjustments.
  5. Set and save your changes.

Reason Codes

Reason Codes are required if performing an inventory adjustment on the POS app. For corporate transfer cancellations and inventory mismatches.

  1. In CMS, go to Store Management > Reason Codes.
  2. Select Inventory Adjustment and configure reason codes.
  3. Save your changes.

Serialized Item Handling

If you have serialized products, turn on Enable Serialized Inventory to track and manage these items. Any action or transaction, including receiving, will require scanning or entering the product's serial number.

  1. In CMS, go to Store Management > Store Settings > OMS.
  2. Expand Advanced.
  3. Enable Enable Serialized Inventory.
  4. Save your changes.