Sometimes dealers will show more or less in their inventory than is expected. A useful tool can be found inside each part number inventory detail screen.
Watch the video or follow the steps below
Adjustment History
Part 1: An overview and what you will see :
Definition: Shows the different types of adjustments for the part number and the current quantity on hand after the adjustment has been made.
Where to find the inventory adjustment option:
Click on Inventory Management from the dashboard
Enter in the part number, description, UPC, or manufacturer code using the dropdown if applicable. Click the search button on the far right.
Once the part number is found click on it to be taken into the detail screen
Click on Adjustment History from the menu on the left hand side
An overview of what is on this screen is shown below:
Process Type: Use this drop down to filter the search by the different types of adjustments that can be made.
Period of Time:
First Year: Adjustments made at the beginning of the year
All: Any adjustment made to that part number since the dealer began tracking their inventory though DX1
Once the filters have been set ( if applicable) the user can follow the adjustments using the fields shown:
Process Type: How the change in inventory happened
Ref. #: Use this to determine if the change occurred in a certain area of DX1 ( example: Ref# 488 references the creation of a Purchase Order for the part number in question)
Date: When the adjustment was made
Department: Where the change was made ( example: a manager may have created a PO versus someone from the service department requesting parts)
Customer:
N/A: used when parts are received, POP are created, or manual adjustments are made
RO Or MU #: Used when parts requests are done and the parts have been sold over
User: The employee who made the change when they were logged in.
ADJ: The amount the change was made by ( example: -1 part was sold out of inventory)
OH: The new amount now on hand ( example: user had 5 and now has 4)
Part 2: how to read the Adjustment screen
Scroll to the bottom of the screen. The most recent adjustments are shown at the screen with 11 entries per screen.
Note: To go farther back in the History click on the arrows at the bottom of the screen.
2. Scroll to the right hand side of the screen using the bar at the bottom of the screen. For this example an ADJ of 6 was made by the parts being received in ( note: this can be seen by scrolling back to the left) ADJ will now show 6 with a new OH of 6.
3. In the entry above the receiving a part is sold out of inventory.
Under the ADJ box we see a -1 showing that quantity was taken out of inventory. Under OH ( on hand ) DX1 shows 5 for the quantity.
4. In the event that a part is not fully sold out of inventory ( example: the part is requested for an RO ) a zero is shown with the OH still showing 5.
5. Once the RO is complete the part is then the ADJ will show -1 with a new OH of 4
