--- title: Managing Inventory Adjustment Reasons description: Managing Inventory Adjustment Reasons --- [Skip to content](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/managing-inventory-adjustment-reasons#main-content) English Show submenu for translations [![Vestigo-Logo-Md-1](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/Vestigo-Logo-Md-1.png?width=239&height=75&name=Vestigo-Logo-Md-1.png)](https://vestigohelp.mccreadiegroup.com/en/vestigo?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - - [Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support) [Contact Us for Support](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/contacting-support?hsLang=en) What can we help with? - There are no suggestions because the search field is empty. 1. [Vestigo Help Center](https://vestigohelp.mccreadiegroup.com/en/knowledgebase?hsLang=en) 2. [Application Administration](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en) 3. [Client Information and Settings](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#client-information-and-settings) September 25, 2026 # Managing Inventory Adjustment Reasons When users are adjusting inventory, they are required to pick a reason. The inventory adjustment reason can also require a return disposition, or a comment when used. The adjustment reason is visible on various Vestigo reports, including the DARF. 1. [Adding an Inventory Adjustment Reason](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/managing-inventory-adjustment-reasons#Adding) 2. [Modifying an Inventory Adjustment Reason](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/managing-inventory-adjustment-reasons#Editing) 3. [Inactivated an Inventory Adjustment Reason](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/managing-inventory-adjustment-reasons#remove) ![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Feb-25-2026-07-56-03-3400-PM.png?width=670&height=252&name=image-png-Feb-25-2026-07-56-03-3400-PM.png) ### Permissions Needed **AdminMain** – Access the application administrative menu **EditClientandFacilitySettings** - Along with App Admin, this permission should enable/disable the "Edit Client and Facility Settings" page **InventoryAdjustmentReasons** - Application Administration \> Edit Client and Facility Settings \> Inventory Adjustment Reasons. Ability to view/edit/add inventory adjustment reasons.   ### Adding an Inventory Adjustment Reason It is not recommended to add a *Quarantine* or *Return from Quarantine* adjust reason. Users should use the system provided quarantine pathway  1. Navigate to **Application Administration** 2. Click on **Edit and Client Facility Settings** 3. Click on **Inventory Adjustment Reasons** under Client Settings on the right side 4. Click on **Add New![](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/image-png-Feb-25-2026-08-55-50-4092-PM.png?width=670&height=165&name=image-png-Feb-25-2026-08-55-50-4092-PM.png)** 5. Enter the description of the new Inventory Adjustment Reason. 6. Select when to show the reason: Positive or Negative adjusts If a reason needs to be created for both a positive and negative transaction adjust, you must create two reasons   7. Optionally, you can require a comment to be entered at the time of the adjust. 8. If the transaction is a negative transaction, you can optionally choose to require a return disposition of inventory for the adjustment. This forces the user to send the items to quarantine, destruction, or return to sender. Inventory with a disposition can be managed in Manage Drug Returns on the protocol. If an inventory adjustment reason is used that does not require a return, users will be unable to reverse the inventory transaction, and the adjustment will be permanent. Monitor will not be able to authorize or cosign any destructions if no disposition is selected. 9. Click **Save**   ### Editing an Inventory Adjustment Reason Sites can modify system created Vestigo Adjustment Reasons, but it is limited to modifying when a return comment or return disposition is required. Sites can modify site created reasons until the reason has been used in an adjust. Once the reason is used in an adjust, the reason name will become locked and can no longer be edited. You will still be able to modify when a return comment or return disposition is required, but it will not impact historical transactions where the reason was used. 1. Navigate to **Application Administration** 2. Click on **Edit and Client Facility Settings** 3. Click on **Inventory Adjustment Reasons** under Client Settings on the right side 4. Click on **Edit** for the Adjustment Reason you wish to edit 5. Make the appropriate changes 6. Click **Save**   ### Inactivating an Inventory Adjustment Reason Sites cannot inactivate system created Vestigo Adjustment Reasons. Sites can only inactivate site created reasons. Inactivating a reason is permanent and cannot be reversed by the site Inactivating a reason will not impact historical transactions where the reason was used. 1. Navigate to **Application Administration** 2. Click on **Edit and Client Facility Settings** 3. Click on **Inventory Adjustment Reasons** under Client Settings on the right side 4. Click on **Inactivate** for the Adjustment Reason you wish to inactivate 5. Click OK to confirm the inactivation   - [From McCreadie Group](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#main-content) - [Features in Action! Webinar Series](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#features-in-action-webinar-series) - [Updates from the Vestigo Team and McCreadie Group](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#updates-from-the-vestigo-team-and-mccreadie-group) - [Vestigo News and Know How](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#vestigo-news-and-know-how) - [Vestigo Releases](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#vestigo-releases) - [Previous Webinars](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/from-mccreadie-group?hsLang=en#previous-webinars) - [General](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#main-content) - [Vestigo Statement Documents](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#vestigo-statement-documents) - [My Account](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#my-account) - [Patient Profile](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#patient-profile) - [Printers and Labels](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#printers-and-labels) - [Address Book](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#address-book) - [Templates](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#templates) - [Calender](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#calender) - [Workload](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#workload) - [Protocol Specific Users](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/general?hsLang=en#protocol-specific-users) - [Application Administration](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#main-content) - [Client Information and Settings](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#client-information-and-settings) - [Facility Information and Settings](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#facility-information-and-settings) - [Inventory Locations](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#inventory-locations) - [User Accounts and Application Roles/Permissions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#user-accounts-and-application-roles-permissions) - [Application Admin Audit Logs](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/application-administration?hsLang=en#application-admin-audit-logs) - [Protocols](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#main-content) - [Protocol Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#protocol-management) - [Drug and Order Builds](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#drug-and-order-builds) - [Participants and Enrollments](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#participants-and-enrollments) - [Prescriptions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#prescriptions) - [Protocol Contacts](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#protocol-contacts) - [Documents](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#documents) - [Monitor Visits](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#monitor-visits) - [Protocol Billing and Budgets](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/protocols?hsLang=en#protocol-billing-and-budgets) - [Inventory](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#main-content) - [Shipment Receipts](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#shipment-receipts) - [Inventory Edits](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-edits) - [Inventory Transfers and Adjustments](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-transfers-and-adjustments) - [Inventory Returns](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-returns) - [Inventory Send Outs](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#inventory-send-outs) - [Temperature Excursions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#temperature-excursions) - [Quality Checks](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/inventory?hsLang=en#quality-checks) - [Competencies](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/competencies?hsLang=en#main-content) - [Protocol Competency](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/competencies?hsLang=en#protocol-competency) - [Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#main-content) - [App Admin Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#app-admin-reports) - [Protocol Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#protocol-reports) - [Global Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#global-reports) - [Billing Reports](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/reports?hsLang=en#billing-reports) - [Billing](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/billing?hsLang=en#main-content) - [Fees](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/billing?hsLang=en#fees) - [Vestigo Interfaces and Integrations](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#main-content) - [CTMS Interface](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#ctms-interface) - [EHR Interface](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#ehr-interface) - [Chain of Custody](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#chain-of-custody) - [Vestigo Reporting API](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#vestigo-reporting-api) - [Barcode Validation](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-interfaces-and-integrations?hsLang=en#barcode-validation) - [Vestigo Digital Learning and Training](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#main-content) - [General Overview](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#general-overview) - [Vestigo for Pre-Clinical Studies](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#vestigo-for-pre-clinical-studies) - [Protocol Build Basics](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#protocol-build-basics) - [Protocol Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#protocol-management) - [Inventory Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#inventory-management) - [Inventory Transactions](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#inventory-transactions) - [Application Administration](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#application-administration) - [Monitor Visits and Vestigo Verify](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#monitor-visits-and-vestigo-verify) - [Checklists and Workload](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#checklists-and-workload) - [Billing and Budget Management](https://vestigohelp.mccreadiegroup.com/en/knowledgebase/vestigo-digital-learning-and-training?hsLang=en#billing-and-budget-management) [![McCreadie-Logo-Md](https://vestigohelp.mccreadiegroup.com/hs-fs/hubfs/McCreadie-Logo-Md.png?width=347&height=105&name=McCreadie-Logo-Md.png "McCreadie-Logo-Md")](https://mccreadiegroup.com) [mailto:support@mccreadiegroup.com](mailto:support@mccreadiegroup.com) Copyright © 2026, McCreadie Group Software LLC ↑