The Inventory Bulk Adjustments report is your audit trail for every part whose on-hand quantity was changed through a bulk inventory count. Each row is one part from one bulk adjustment — what the part was, how its quantity changed, the dollar impact at both your wholesale cost and your retail price, who ran the count, and when it was completed. Use this report to investigate inventory shrinkage, trace who adjusted a particular part, and reconcile your written stock-counts against the system.
Please Note: This report only covers parts. If you run a bulk adjustment on tires, those changes are tracked separately in the Inventory area of your app but will not appear on this report.
Filters
| Filter | Default | What it does |
|---|---|---|
| Completed Date | All Time | Narrows the report to bulk adjustments that were completed during the period you pick. Only completed bulk counts have a completed date — an adjustment that is still in progress will not appear once you choose a specific period. If you want to see everything regardless of status, leave this on All Time. |
| Categories | All categories | Narrows the report to parts in specific inventory categories. A special "Uncategorized" option includes parts that have no category set. Important: category reflects the part's current category today — if you recategorize a part after the fact, the old rows will follow the new category. |
| Users | All users | Narrows the report to bulk counts performed by specific staff. Former employees are included (shown with "(Deleted)") so their historical adjustments remain searchable. |
| Vendors | All vendors | Narrows the report to parts tied to specific vendors. Like Category, this reflects the part's current vendor, not the vendor at the time of the adjustment. |
| Countries (multi-location only) | Your own location's country | Shown when your company has locations in more than one country. Controls which locations show up in the Locations filter. |
| Locations (multi-location only) | All locations in the selected country | Narrows the report to specific shop locations. |
Understanding Each Number
| Column or Total | What it means | What it doesn't include | When it's useful | Notes |
|---|---|---|---|---|
| Part Name, Category, Brand, Part Number, Vendor | The part's current catalog information. | — | Identifying exactly which part was adjusted. | These columns show the part's values today. If you renamed, recategorized, or changed vendors on a part, the old adjustment rows will follow the new values. |
| Count | How much the part's on-hand quantity changed in this line. Negative means quantity went down (shrinkage, damage, a write-down); positive means quantity went up (a receipt or write-up). | Zero lines (no change) count as zero, not as activity. | Spotting which parts moved the most in a count. | — |
| Cost Adjustment | The dollar impact of this line at your wholesale cost. Shown in green when positive, red when negative, or "No change" when zero. | This is the cost impact at the time the adjustment was completed — it is not re-priced based on today's cost. | Measuring the cost of shrinkage or the value of adding stock. | — |
| Retail Adjustment | The dollar impact of this line at your retail price. Same color rules as Cost Adjustment. | Same as above — it reflects the retail price at adjustment time. | Measuring the retail-value impact of inventory changes (what the missing stock would have sold for). | — |
| User | The staff member who performed the bulk adjustment this line belongs to. | — | Knowing who did a count. | Every line in the same bulk count shares one user — this is per-count, not per-line. |
| Completed Date | The date the bulk adjustment was marked complete. | Adjustments that are not yet complete have no completed date and do not appear when you narrow the date filter. | Answering "when did this change happen?" | Rows are sorted newest-first by default. |
| Total Count (footer) | The net of every line's Count across your current filter — positive and negative cancel. | Does not show gross activity (a +5 and a -5 show as 0). | A quick read on whether your overall stock levels grew or shrank in the period. | If you need gross activity (total units touched), export to Excel and use the ABS function. |
| Total Cost Adjustment (footer) | Net wholesale-cost dollar impact across all filtered lines. | Tire bulk adjustments. | Measuring total wholesale shrinkage for a period, vendor, or category. | — |
| Total Retail Adjustment (footer) | Net retail-value dollar impact across all filtered lines. | Tire bulk adjustments. | Measuring the retail-value cost of stock changes. | — |
Common Questions
Q: Why isn't my tire bulk adjustment on this report? A: This report only shows part bulk adjustments. Tire adjustments are tracked separately in your Inventory area, but there is no equivalent report for tire bulk adjustments today. If you need to audit a tire count, open it from Inventory → Bulk Adjustments directly.
Q: Why doesn't a bulk adjustment I just started show up? A: Only completed bulk adjustments appear with a date. An adjustment that is still Draft, In Progress, or was Cancelled has no completed date — so as soon as you narrow the Completed Date filter to anything other than All Time, it drops out. Either finish the adjustment or set the filter back to All Time to see it.
Q: Why does a historical row show the wrong category, brand, or vendor? A: The Category, Brand, and Vendor columns show what is set on the part today, not what was set when the adjustment happened. If you recategorize a part or change its vendor later, all the old rows follow the new values. This keeps the report consistent with your current catalog.
Q: Why does everything in one bulk count show the same user name? A: The User column is the person who ran the whole bulk adjustment. A single bulk count is one batch performed by one person — the report shows that person on every line in the batch.
Q: Why is the Count total much lower than I expected? A: Count is a net number — a +5 on one part and a -5 on another cancel out to 0. If you want to see total activity regardless of direction, export the report to Excel and sum the absolute values.
Q: Why don't the footer totals match what I see when I add up the column on the page? A: The footer totals cover every row that matches your filters, not just the page you are looking at. If the report has multiple pages, the footer will be larger than any single page's sum.
Q: Why does "Cost Adjustment" not equal "Retail Adjustment" times my usual markup? A: Each part has its own retail price, set independently from its cost. A mix of parts with different markups will produce different cost and retail totals — there is no single multiplier that ties them together.
Tips for Getting the Most Out of This Report
- Run a monthly shrinkage review. Set the Completed Date filter to last month, leave the other filters open, and scan the Total Cost Adjustment footer. If the number is strongly negative, drill into which categories or vendors contributed most.
- Audit a specific counter's work. If you want to spot-check a specific staff member's bulk counts — for training or accuracy review — filter by Users and sort by Completed Date. You will see every adjustment they made and the net impact of each.
- Export before you slice. The report supports XLS export with the same columns you see on screen. Export once and filter in a spreadsheet when you want to pivot by category, brand, or vendor in ways the report does not support natively.
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