Update Product Quantity

Select the Update Product Quantity button on the Manage Product Status screen.

Update the quantity of a specific product.

• Location – The location of the product that needs updating.

  • For users belonging to the Owner's company:
    • If the app does not have any Partner locations:
      • [Owner Name] (default)
    • If the app has only one Partner location:
      • [Partner Location Name] (default)
    • If the app has more than one Partner location:
      • Select One... (default)
      • [Partner Location names] (in alphabetical order)
  • For users belonging to only one Partner location: 
    • [Partner Location Name] (default)

  • For users belong to more than one Partner location:

    • Select One... (default)
    • [Partner Location names] (in alphabetical order)

• Lot Number – The lot number associated with the product.

  Required for Increment when using the New Adjustment Model.

• NDC – Item code of the product that needs updating.

• Delivery Number – The delivery the product arrived in.
• Reference ID – Identifies the product at a more granular level than the lot number. Often the physical location of the product in the inventory.

  Use Reference Identifiers with caution. Once a Reference Identifier assignment to a Transaction History (TH) is complete, it can only be matched in the Pick/Ship operation using the exact NDC, Lot Number, and Reference Identifier. Only use this approach for strict matching against a specific TH for an outbound customer delivery.

• Operation – The manner in which the product quantity needs to change.
  • Decrement by – The product quantity decreases.
  • Increment by – The product quantity increases.
  • Replace – The product quantity needs to be replaced with a completely different quantity.
• Reason Code – The reason the product needs updating.
• Correction – A user entered incorrect information when creating or receiving the transaction.
• Damaged – The product is damaged.
• Damaged in Facility – The product was damaged in the facility.
• Damaged in Transit – The product was damaged during transit.
• Data Issue – TraceLink contains incorrect data.
• Destroyed – The product was destroyed.
• Expired – The product expired.
• Found Inventory – A user found product that does not exist in the inventory.
• Investigation – The product could be damaged, so someone must test the product (e.g. because of a temperature excursion).
• Lost Inventory – The product is missing.
• Order Cancelled – The shipment order was cancelled.
• Order Rejected – The shipment order was rejected.
• Other – The product needs to be updated for a reason not listed here.
• Over Receipt – A user at the receiving location found more product in the shipment than the Transaction History listed.
• Over Ship – A user at the shipping location realized the shipment contains more product than the Transaction History listed.
• Physical Count – The inventory needs to be updated after performing a physical count of the inventory.
• Recalled – The product was recalled.
• Receiving Error – A user made an error when receiving the shipment in TraceLink.
• Shipping Error – A user made an error when creating the shipment in TraceLink.
• Short Receipt – A user at the receiving location found less product in the shipment than the Transaction History listed.
• Short Ship – A user at the shipping location realized the shipment contains less product than the Transaction History listed.

• Quantity – The number the quantity changes by, depending on the selected operation.

  • If the operation is Decrement by or Increment by, enter the quantity of product adjustment in positive integers only.

    Decrement by and Increment by are only available if the app uses the new quantity adjustment model, not the legacy model. For more information see the Overview.

  • If the operation is Replace, enter the new quantity of the product in inventory.

• Transaction Identifiers – The identifiers for the Transaction History created by the update.

• Identifier Type – Type of identifier for this product's transaction.

  • PO – The purchase order number for the transaction.
  • Sales Order – The sales order number for the transaction.
  • Return – The number for the return.
  • ASN Pack Slip – The number of the list that defines with products and quantity go into each packaging level.
  • Invoice – The invoice number for the transaction.
  • Destruction – The identifier for the destruction of the product.
  • Transfer – The identifier for the transfer of the product.
  • Other – The identifier type is something other than those listed here.
• Identifier Value – The value for the identifier.
• Reference ID – A particular identifier assigned to this update, not the original transaction or the product.

  Reference ID field only applies to incrementing quantities in the New Adjustment Model.

• Reason Text – Descriptive text explaining the update for audit trail purposes.

1. Under "Identify Product to Update":
   1. Select a Location from the drop-down.
   2. Enter a Lot Number in the text field.
   3. Enter a Delivery Number in the text field.
   4. Enter a NDC in the type-ahead field, or select the menu button to see all NDCs.
   5. Enter a Reference ID in the text field.

      Use Reference Identifiers with caution. Once a Reference Identifier assignment to a Transaction History (TH) is complete, it can only be matched in the Pick/Ship operation using the exact NDC, Lot Number, and Reference Identifier. Only use this approach for strict matching against a specific TH for an outbound customer delivery.

2. Under "Update Information":
   1. Select an Operation from the drop-down.
   2. Enter a Quantity in the text field.
   3. Select the Add Transaction ID link if needed.
   4. Select an Identifier Type from the drop-down.
   5. Enter an Identifier Value in the text field.
   6. Enter a Reference ID in the text field.
   7. Select a Reason Code from the drop-down.
   8. Enter Reason Text in the text field.

3. Select the Submit button.

   The Manage Product Status screen displays, and the available Transaction History quantity for the NDC and lot is adjusted by the quantity incremented or decremented.