How to Work with Stock Adjustments

Stock Adjustment functionality allows you to modify the stock of items and indicate the reason for that adjustment.

Stock Adjustments is a part of the Advanced inventory management and are available only to those users who have subscribed to this functionality.

Go to ‘Stock adjustments’ section in the ‘Inventory management’ menu.

‘Stock adjustments’ section


To create an adjustment, click ‘+ Add stock adjustment’ button.

‘+ Add stock adjustment’ button


The form ‘Create stock adjustment’ will open for editing.

form ‘Create stock adjustment’

From the drop-down menu, select the reason for the adjustment and choose the store.

drop-down menu of the adjustment

You can make notes for your adjustment in the ‘Notes’ field.

In the Items section, add the items you are adjusting from your items list.

If you have chosen ‘Receive Items’ as the adjustment reason, fill in the ‘Add stock’ and ‘Cost’ fields for each item.

form ‘Create stock adjustment’


If you have chosen ‘Inventory recount’ as the adjustment reason, fill in the ‘Counted stock’ field for each item.

‘Inventory recount’ as the adjustment reason


If you have chosen ‘Loss’ or ‘Damaged’ as the adjustment reason, fill in the ‘Remove stock’ field for each item.

‘Loss’ as the adjustment reason

Click the ‘Adjust’ button to complete adjustment.

Afterwards, the stock of the adjusted items will be changed. You will see the stock adjustment details.

stock adjustment details

Under ‘More’ menu you can find ‘Save as PDF’ and ‘Save as CSV’ option to do with the document.

You can see the list of all adjustments as shown below.

the list of all adjustments

 

See also:

Advanced Inventory Management Overview

How to Work with Purchase Orders and Suppliers

How to Work with Transfer Orders

Inventory History and Valuation Report