Admins and Limited Admins users can easily reconcile parts from the Part Details card. Every save creates a Reconcile transaction to see who made the change and why. Here are the steps to using the Reconcile button and quickly update your inventory.
Check out the gif or read the guide below.
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Guide
Select the Inventory & Parts module from the main menu.
Click on the name of a part you want to reconcile, to open the Part Detail card.
Click the Reconcile button to open the Reconcile part window.
Use the + button to increase the amount or the - button to decrease the amount on hand.
You must add a short note about why you changed the count.
Hit the Submit button to save or Cancel to not keep the changes.
The Parts Transactions table gets a new Reconcile row that shows the details of the change for others to review.
Click on the Details link to view details about the transaction or note to see message.
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