In this article, we'll cover how to submit adjustments to package inventory and how to report on adjustments made over time.

1. Adjust Packages
2. View Package Adjustments

Adjust Packages

1. Navigate to Inventory > Packages > Active
2. Select 1+ package rows > actions > Adjust Packages
   
3. Complete all required fields by bulk applying the details on the left side, or selecting the package on the right side to specify individually
   • Date Adjusted
   • Reason for Adjustment - this list is synced from BioTrack's API
   • Notes (optional)
4. You must select Apply after updating each field to apply these changes
   • When adjusting multiple packages, this applies the changes to all packages at once; this step is not necessary if only adjusting one package
   • If you are adjusting multiple Packages at once but want each Package to have different Adjustment Details, you can skip this step and simply click into each Package to edit separately as seen in a later step
5. If you'd like to adjust additional Packages at the same time, select Add Package to add another
6. As seen above, click the box containing the Package tag to edit the Package Quantity to add or remove quantity; carefully repeat this process using the steps below for each Package
7. Under Adjustment Type, select whether to add to or subtract from this package's quantity
8. There are 2 ways to log the adjustment:
   1. Enter the Adjustment Quantity (amount being added or subtracted, depending on your selection above) which will automatically calculate to update the New Quantity
   2. Enter the New Quantity which will automatically calculate the Adjusted Quantity in the gray text below

      Option 1: Enter Adjustment Quantity

      Option 2: Enter New Quantity

9. If you have already entered and applied Adjustment Details on the main page, these will pre-fill when editing per Package; if you are adjusting multiple Packages, this window will allow you to apply different Adjustment Details to each Package if needed
10. After logging the changes in quantity, select Save 
11. Repeat these steps for each package
12. Once completed, carefully review all details for accuracy
13. If everything is correct, select Submit

View Package Adjustments

There are two ways to view Package Adjustments in Canix, either from Reporting or Active Packages.

• Navigate to Reporting > Inventory > Package Adjustments Over Time to view all Package Adjustments submitted in Canix. You can also use the report's filters to narrow your results; simply apply filters at the top and then click the circular arrow to apply them.
• Navigate to Inventory > Packages > View: Active and search for your adjusted Package tag. Click on the Package Tag to open the Package Detail window and then select See Activity History. From the Activity History page, you'll be able to see any Package Adjustments.