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How do I take an item out of inventory?

Remove an item from inventory by creating a manual adjustment and marking the item as lost or scrapped.

Use this workflow when an item needs to be removed from inventory because it was lost or scrapped.

Inventory adjustments may also be created automatically through Pavilion activity, such as sales and returns. Automatic adjustments generated by Pavilion cannot be edited.

ℹ️ For more details, refer to How to Add or Edit Manual Inventory Adjustments.

Take an item out of inventory

  1. Open the inventory item record.

  2. Go to the Activity tab.

  3. In the Inventory Balances section, click + Adjust.

  4. Click the Operation field.

  5. Select Lost or Scrap.

  6. Enter the Quantity.

  7. Enter the Price, if required.

  8. Review the Date and Time.

  9. Add a Vendor / Customer, if applicable.

  10. Add a Document / Note, if needed.

  11. Click Save.

After saving, Pavilion will create an inventory adjustment and update the item’s inventory balance.

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