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My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Department Adjustments

 
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Department Adjustments is for entering adjustment to inventory departments. These adjustments are value adjustments, meaning your add adding or subtracting dollar values to the departments.
Please note, if the adjustments that need to be made need to have a quantity, you need to use the UPC Adjustment screen.
Please follow the instructions below to enter Department Adjustments.
 
Department Adjustments
1

Click in

Department

1. Click in Department 
Click in the Department field to start.
2

Select Department

2. Select Department
Select Department using the drop down arrow or type the Department code.
3

Select Adjustment Type

3. Select Adjustment Type
Choose the Adjustment Type using the drop down arrow from the types below:
Audit/Inventory          - For using an audit or inventory report. If you are using the My Pricebook Audit Processing, do not enter audits here.
Breakage                  - For items that have been broken.
Expiration                  - For items that have expired and will not be sold.
Markup/Mark Down   - For price changes to items.
Store Usage              - For items that were used or consumed in the store for business use.
4

Enter Reason

4. Enter Reason 
Enter reason for the adjustment. Some adjustment type are self explanatory, but others like Store Use should have a reason.  This field is not required.
5

Enter Retail

5. Enter Retail
How to enter the Retail, Cost and Margin Fields:
    Retail  and Cost fields are dollar amounts. They should be positive except for Markdowns which should be negative.
    Margin is a percentage(%). Margin is entered as a whole number as follows: 44 for 44%. Below are the options for entry:
1. Only Retail is required entry. You can enter only Retail.
2. Enter Retail and Cost then Margin will calculate.
3. Enter Retail and Margin then Cost will calculate.
4. Enter Cost and Margin then Retail will calculate.
6

Enter Cost

6. Enter Cost
How to enter the Retail, Cost and Margin Fields:
    Retail  and Cost fields are dollar amounts. They should be positive except for Markdowns which should be negative.
    Margin is a percentage(%). Margin is entered as a whole number as follows: 44 for 44%. Below are the options for entry:
1. Only Retail is required entry. You can enter only Retail.
2. Enter Retail and Cost then Margin will calculate.
3. Enter Retail and Margin then Cost will calculate.
4. Enter Cost and Margin then Retail will calculate.
7

Enter Margin

7. Enter Margin
How to enter the Retail, Cost and Margin Fields:
    Retail  and Cost fields are dollar amounts. They should be positive except for Markdowns which should be negative.
    Margin is a percentage(%). Margin is entered as a whole number as follows: 44 for 44%. Below are the options for entry:
1. Only Retail is required entry. You can enter only Retail.
2. Enter Retail and Cost then Margin will calculate.
3. Enter Retail and Margin then Cost will calculate.
4. Enter Cost and Margin then Retail will calculate.
8

Click Save

8. Click Save
Click the Save button in the Navigation Bar which will be active.
If you need to enter more Adjustments, Click Insert in the Nav Bar and go to Step 1.
9

Complete UPC Adjustments

9. Complete UPC Adjustments
When everything looks good, click the 'Dept Adjustments Complete' button. Department Adjustments must be complete to complete the Day.
After the complete button is clicked, checkmarks will show up on the button and on the left menu. See images below:
Corrections can always be made before the Day is completed. Please note, anytime changes are made to the grid, the checkmarks will go away and the Complete button needs to be clicked again.