Skip to main content

Adding Adjustments Using Prompts

Learn how to add inventory adjustments records quickly and easily using simple natural language prompts with Adam.

Adam, your AI accountant, simplifies the process of creating inventory adjustments by letting you describe them in your own words. Instead of manually filling out fields, all you need to do is provide a clear prompt, and Adam will take care of the rest.

Follow these steps to create an inventory adjustment using a prompt:

  1. Log in, then click More in the top navigation.

  2. From the dropdown, hover over Inventory, then select Adjustment from the flyout menu.

  3. On the Inventory Adjustment table, click Create Inventory Adjustment at the top right.

  4. From the dropdown, select Ask Adam.

  5. Enter Your Adjustment Description A modal will appear prompting you to describe the adjustment. Simply type the details in natural language. Example Prompt:

    "Reduce stock of [item name] by 5 units due to damage on [date]."

  6. Send the Prompt After typing your description, click Submit.

  7. Adam Processes the Prompt Adam will read your prompt, extract the relevant details, and automatically create the adjustment based on the description you provided.

  8. Check Your Inventory Adjustment Table Once the prompt is processed, the adjustment will be added to your Inventory Adjustment table. Review it to confirm everything was recorded correctly.

Did this answer your question?