A user with the necessary approval permissions is allowed to approve or reject the counted inventory values.
What the user is actually approving is the Adjustment (difference between the counted values and the system values).
This approved adjustment is what will be applied to the system when the approved count is submitted.
The reason that the adjustment value is applied as opposed to just setting the inventory to the counted value is because the actual qty may have changed since the item was counted (for example, sales, transfers, returns, etc.).
Non Serialized adjustments are approved and applied as is. User approves adjustment of +50, then adjustment is created for +50.
Serialized adjustments may be different.
If the user approves the Adjust In of Serial 12345 but that item/serial is sold before the approved count is submitted, then the Adjust In is NOT created.
If the user approves the Adjust Out of Serial 54321 but that item / serial was sold or transferred before the submission of the approval, then the approved adjustment is NOT be created because it is not needed.
Approving/Rejecting an Inventory Account
To approve an Inventory Count:
From the Inventory Count Approval window there are numerous shortcut menu approval options.
Approve All - From anywhere in the Approval window, right-click and select Approve All to approve all of the listed counts.
Approve Selected - Select a row, right-click and choose Approve Selected to approve just that SKU.
Approve Different Quantity - To approve a different quantity for a single SKU:
Right-click its row and select Approve Different Quantity.
One of these two approval windows displays:
Serialized Item Approval - From the Serialized Item Approval window, you, as approver, can make changes to the Action (Adjust In, Adjust Out, No Change) and/or the Status (New, Used, etc.).
Non-Serialized Item Approval - On the Non-Serialized Item Approval window, you can modify only the adjustment quantity. Right-click the item's row and make your change(s).
Make any necessary modifications to items and click Save.
To reject an inventory count:
From the Approval window, highlight the item(s) and select Reject/Request New Count.
When the count approval is submitted, these rejected items will be skipped during the adjustment phase and an Inventory Count Request will be automatically generated for these rejected items.
To submit approvals/rejections, click the Submit button when you're done.
Note
You can also enter a item's SKU in the SKU field and click Find to locate and select an item to be approved/rejected.
To submit an inventory count for approval:
From the Inventory Count Details window, click the Actions button drop-down menu and select Submit for Approval.
If you have any items outside of variance and another iteration is allowed, a prompt is displayed telling you to perform another count.
Enter a recount(s) and submit for approval again.
Note
If you have Manager Override permission, you may skip subsequent iterations at this point and force the count into the Pending Approval status.
Once the Max Iterations value is exceeded or all counted items are within variance, the count is put into the Pending Approval status and the user/group configured for approval will be notified that action is required by the ‘IC’ status bar icon.
Viewing an Inventory Adjustment
To view an Inventory Adjustment:
From the Inventory Count Search Results window, right click the inventory count whose adjustment you want to see, and select View Adjustment.
This displays the Inventory Adjustment window (if an adjustment was created from the count).
Note
The actual adjusted value may be different from the approved value if the system had changed during the approval process. This generally only happens if the store is still open during the inventory count process.