Blended User GuideUser Guide
Generated with DocsHound AI
Materials

Reconcile

Overview

Reconcile inventory to manage discrepancies by identifying products, accessing the reconciliation feature, and adjusting quantities.

Reconcile Inventory Process

Select Product

To reconcile inventory in Blended, start by highlighting the product from the Materials list. If needed, you can use the search bar to find the specific product.

Make sure the correct product is selected. You will see details such as name, category, batches, and available quantity for the selected product.

After selecting the product, click on the Reconcile Inventory button. This action will open a modal window where you can adjust the inventory quantities.

Highlight the Product

Use the search bar to find and ensure the correct product selection before reconciling inventory.

Complete Reconcile Inventory Modal

A modal window will appear titled with the name of the selected product followed by 'Reconcile Inventory.' At the top of the modal, you will see the Effective Date field with a date picker.

Below the Effective Date field, there are rows displaying the batch names or codes and the available quantities for each batch. Each row includes a dropdown menu to adjust the existing quantity.

To the right of the quantity fields, there is a Reason dropdown where you can specify the reason for the inventory change, such as Inventory Gain or Loss.

At the bottom of the modal, the Net change in qty: field shows the total change in quantity based on your adjustments. After making the necessary changes, you can either click Cancel to discard the changes or Save to update the inventory.

Adjusting Inventory Quantities

  1. Go to the Materials page.

  2. Select the material you need to reconcile.

  3. Click on the Reconcile Inventory button.

  4. In the modal window, choose the Reason from the dropdown.

  5. Enter the new quantity in the Available quantity field.

  6. Review the net change in the qty field.

  7. Click the Save button to complete the reconciliation.

Frequently Asked Questions

  • In case of a mistake like a spill, you can highlight the product from Materials, check the product checkbox, and click Reconcile Inventory to open a modal where you can adjust quantities.

  • You cannot undo a reconciliation. You must re-enter the correct information manually if needed.

  • If the quantity is incorrect, use the Reconcile Inventory feature to adjust the quantity and provide a reason for the change.

  • To add a new batch, go to the Materials page and click the Add Batch button. Fill in the required details and save.