Adding Adjustment Categories

The Adjustment Categories option in Protean allows you to add additional Stock Adjustment reasons, Sales Credit reasons, Supplier Return reasons amongst a few others.

To add additional returns reasons for purchase return notes, go to:

Config > Stock > Adjustment Categories

Select the appropriate option from the ‘Category’ drop down. See the below run down for each of the categories:

Adjustment – Normal adjustments to stock e.g Spot Check, Returns to Supplier etc
Credit Charge Only –  Used by the Credit Note system – only updates charge values
Credit Return – Used by the Credit Note system – updates costs & charges and actually puts parts back into stock
PI Difference – Used in updating stock where the invoice & GRN values differ
Quar In – Used for booking in quarantine stock items
Quar Out – Used for booking out quarantine stock items
Supplier Return – Used on Returns Notes
Stock Take – For Opening or Cyclical stock taking
Transfer – For transferring stock from one location (store) to another

Under the appropriate category, create a new line under the existing reasons and add in the new reason.

For each reason that is added, there is the option to select a different nominal you would like postings for these reasons to post to. The newly created reason will be available to select on any subsequent forms.