This topic includes examples of transfer adjustments and a general explanation of debits and credits.
The following table provides examples of merchandise transfer errors and the adjustment action to take to correct the error.
|
Error Example |
Adjustment Action |
|
10 of a SKU arrived, this is correct per the transfer. However, 5 are damaged. |
Post a credit for 5 with the reason "defective" and ship the 5 back to the From-store. |
|
10 of a SKU arrived, this is correct per the transfer. However, you only need 6, so you want to return 4. |
Post a credit for 4 with the reason "return" and ship the 4 back to the From-store. |
|
15 of a SKU arrived, but only 10 are shown on the transfer. You decide to keep the additional 5. |
Post a debit for the additional 5. |
|
15 of a SKU arrived, but only 10 are shown on the transfer. You do not want the extra 5. |
Post a debit for the additional 5 (to acknowledge that 5 more were received than shown on the transfer). Then post a credit for the additional 5 with the reason "return" and ship the 5 back to the From-store. |
|
3 of a SKU arrived that are not on the transfer. You decide to keep the 3. |
Post a debit for the SKU, quantity of 3. |
If you want to increase the quantity on the transfer that the To-store received, use a debit. To do this, post the SKU to the adjustment by pressing Enter.
If you want to reduce the quantity on the transfer that the To-store received, use a credit. To do this, press Credit Memo and then post the SKU to the adjustment.
It is possible that you'll post both a debit and a credit for the same item on an adjustment. Do this if the To-store received more than what was shown on the transfer and the To-store will be shipping some or all of the SKU back to the From-store.