How do I adjust my Input Inventory Balance to what I physically have on-hand?

Overview:

If you are curious whether your Traction Enterprise Input Inventory Balance matches what you physically have, the best place to look is Input Inventory Balances.

Requirements:

You must have Input Transfers for the Input you are adjusting in order to have an Input Inventory Balance on that input.

Process:

To view your Input Inventory Balance in Traction Enterprise:

1. Start by navigating to Inputs>Inventory>Balances.
2. Make sure you are on the Input tab in the upper left corner.
3. In the Input Name filter field, start typing the Input Name you are looking for.
   Note: This box is a character search field, therefore once three characters have been entered, the database will search for this input.
4. Review what the current balance of that Input reads.
   
   

For this example, let's look at "32-0-0 UAN." You physically only have 90,000 lbs of this fertilizer rather than what is currently stated as 91,401.86 lbs. Therefore we will want to make an Adjustment to this Input Inventory:

1. Navigate to Inputs>Inventory>Transfers.
2. Click Add on the right.
3. Select Adjustment from the list.
4. In the Add Adjustment window, fill in the necessary fields to make your adjustment.
5. Click Save.
   Note: If the adjustment is a negative amount, put a minus sign before the amount (e.g. -5). 
   
   

1. Last, navigate back to Inputs>Inventory>Balances to see your new input balance.
   
   

Related Articles:
Getting Started: What are Input Balances?
Getting Started: How to add Input Transfers?