How to Perform R2R Adjustments

This SOP will provide details to the Field Sales Team on how to adjust their inventory after they have accepted a Route to Route Transfer in full. If they are either shorted product or receive additional product from a Route to Route Transfer and need to make an adjustment. 

Please note, that these are the steps to properly adjust inventory for Route to Route Transfers only. No other adjustments should be made using this functionality. If a Sales Rep needs to add products that are not associated with a Route to Route Transfer, this is only done during a Physical Inventory.

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Table of Contents
How to Perform R2R Adjustment
How to Adjust Out Inventory (Adjust to remove Inventory not physically received)
How to Adjust In Inventory (Adjust to add additional inventory not included in
Route to Route Transfer)

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How to Perform R2R Adjustment

1. Tap OTS from the Tablet's Home Screen
   
   
   
2. Tap Inventory from the OTS Main Menu
   
   
   
3. Tap R2R Adjustment
   
   
   
4. There are two adjustment types:
   R2R Adj Out - This will allow the Field Sales Team to remove inventory that was not physically received from the Route To Route Transfer.
   R2R Adj In - This will allow the Field Sales Team to add inventory that was not on the Route to Route Transfer.

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How to Adjust Out Inventory

If during transit, if product is missing from the shipment that was on the Route to Route Transfer. Please follow these steps to adjust the missing product(s) from your inventory.

1. Tap R2R Adjust Out
   
   
   
2. Scan or Find the product that is missing and tap on the quantity field
   
   
   
3. Enter the number of Cases or Eaches and tap the Checkmark to accept the entered quantity
   
   
   
4. The Adjusted amount will now be visible
   
   
   
5. Tap Post
   
   
   
6. Print Copies of the Adjustment and tap Continue
   
   

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How to Adjust In Inventory

If you have received an additional product from a Route to Route Transfer that was not on the original Route to Route Transfer, please follow these steps to add that product to your inventory.

Please note, that these are the steps to properly adjust inventory for Route to Route Transfers only. No other adjustments should be made using this functionality. If the Sales Person needs to add products that are not associated with a Route to Route Transfer. This is only done during a Physical Inventory.

1. Tap R2R Adjust In
   
   
   
2. Scan or Find the item to add the additional inventory and tap the quantity field
   
   
   
3. Enter the number of Cases or Eaches and tap the Checkmark to accept the entered quantity
   
   
   
4. The Adjusted amount will now be visible
   
   
   
5. Tap Post
   
   
   
6. Print Copies of the Adjustment and tap Continue