Anyone Have a Product Adjustment Log?

[pamperedlinda]

With all this talk about higher than usual numbers of adjustments lately....ya'll have just jinxed me! I've had to do 5 (FIVE) adjustments in the last hour! Yeesh! Some seem to be PC related while others are definately FedEx related.

Does anyone have a Log/Form that you use to track your adjustments? I need a way to remember the Adjustment number with the customer with the issue. I know I can make one myself, but if one of you kind souls has already done the work then I'm more than willing to use yours!

Thanks.

 

[janetupnorth]

Linda - Why don't you go in P3 click on contacts, bring up their name and then put it under notes. That ties it to the customer if they come back to you with a question.

 

[pamperedlinda]

That's a good idea, but I also want to make a list so I have it in front of me.

I'll just make one in excel, won't take very long - I'm just lazy and very busy these days! It would be great if on CC we could click on the adjustment and it give us the details and status. I was checking my adjustments yesterday and found that there was one from January that hadn't been taken care of yet.....they said oh, we didn't release it.....mad me mad b/c I called about it last month too and they told me the same thing. I want a list to track by REF#, name, date reported, date resolved, problem, resolution, comments. Oh, looks like I just made my spreadsheet - huh?

 

[janetupnorth]

That's a good idea, but I also want to make a list so I have it in front of me.

I'll just make one in excel, won't take very long - I'm just lazy and very busy these days! It would be great if on CC we could click on the adjustment and it give us the details and status. I was checking my adjustments yesterday and found that there was one from January that hadn't been taken care of yet.....they said oh, we didn't release it.....mad me mad b/c I called about it last month too and they told me the same thing. I want a list to track by REF#, name, date reported, date resolved, problem, resolution, comments. Oh, looks like I just made my spreadsheet - huh?

Yup!

Add autofilters to it and you can sort by person and type or other things...

 

[momoftwins]

Hey Linda - I would love to see that when you have it done. I have had a lot of adjustments too recently.

 

[KellyTheChef]

Here is a (manual! ) one that I use...I stink at Excel...