One of the most common reasons for inventory discrepancies is what we commonly refer to as an "over/under". For example:
- An inventory manager is wasting out two edibles that are the exact same product, but came from different lots. He mistakenly wastes out two units from "Lot A", but in reality only one is from "Lot A", and the other is from "Lot B". As a result, Green Bits now shows "Lot A" as one less than actual, and "Lot B" as one more than actual, although the total product quantity is still accurate. This is an over/under involving multiple traceability IDs.
- You have some leftover stock of White Tahoe Cookies, all of which came from the same package, but some was sold as bulk flower, and some was made into pre-rolls. You've sold out of the bulk flower, but still have 11 grams left in pre-rolls. A customer buys all of the remaining pre-rolls, but the budtender accidentally sold them under the bulk flower SKU. As a result, Green Bits now shows -11 grams of bulk flower, and 11 grams of pre-rolls, although the total package quantity (0 grams) is still accurate. This is an over/under involving a single traceability ID.
Correcting over/under involving multiple traceability IDs
Our total quantity on hand for Raspberry Gummies is 38, comprised of 2 separate lots of 19 units each. But because the 2-unit waste adjustment was applied to one lot, instead of 1 from each lot, the quantity on hand for each lot is now incorrect:
To resolve, select Actions > Adjust Quantity to adjust the first lot to 19 units.
Learn more about adjustment notes best practices.
Adjust the second lot to 19 as well, using the same steps.
Correcting over/under involving a single traceability ID
Note that although both products/SKUs associated with this package ID show inaccurate quantities, the "total" of -11 and 11 is 0, which is accurate.
Therefore, adjusting both SKUs to 0 will correct the over/under, and will result in a 0 net change to the total package quantity. Enter a note explaining the adjustment, and select OK.