Stock Adjustments

1. CREATING AN ADJUSTMENT — STEP BY STEP

1. Go to Inventory → Adjustments → New Adjustment.
2. Header details: Date, Location (which warehouse/store this adjustment applies to), Reference, and Remarks explaining why you're adjusting (required context for anyone reviewing it later).
3. Add items: search and add each item you're adjusting, one row per item. For each row you choose:

• Stock Type: Plus (adding stock — you found inventory, or are recording a correction upward) or Minus (removing stock — damage, loss, shrinkage, a downward correction).
• Qty — how many units.
• Rate / Landed Unit Cost — the cost basis used to value the adjustment.
• If the item is batch/lot tracked, a Batch/Lot Details panel lets you pick the specific batch/lot number and see its Manufactured/Expired dates, so shrinkage or write-offs get attributed to the correct batch, not just the item in general.

1. Cost Lines (optional): additional cost lines can be added at the entry level if there's a cost associated with the adjustment itself.
2. Attachments: drag-and-drop a file (e.g., a photo of damaged goods, a manager's write-off approval email) directly onto the entry as supporting documentation.
3. Save. The entry is created with status Pending Approval — at this point nothing has changed in your actual stock counts yet.

2. THE APPROVAL STEP — Why It's Separate From Saving

Saving an adjustment and approving it are two different actions on purpose. A submitted adjustment just sits as Pending Approval until someone with the right permission clicks Approve Entry. Only at that point:

• The stock ledger actually moves (Stock In or Stock Out is posted against the item/location).
• The change is reflected in the accounting ledger as an inventory adjustment (a write-up or write-down of inventory value, hitting the appropriate accounts). So a warehouse team can log what happened as it happens, without any one person having unilateral power to change stock levels (and therefore reported inventory value) with no second set of eyes — and you can safely undo a mis-entered adjustment before it ever touches your real numbers, simply by not approving it.

3. THE ADJUSTMENTS LIST — Tracking Everything

Inventory → Adjustments shows every entry with filters for Entry No, Location, Status (Pending Approval / Approved), and a date range. Column visibility is customizable (Compact/Comfy/Cards/Table display modes), and the list totals roll up Stock In (Approved), Stock Out (Approved), Total Qty, and Total Value, so a manager can spot shrinkage trends over a period at a glance instead of reading entry-by-entry.

Each entry can also be reprinted, exported, or reopened for review — Entry Details drills into every item, quantity, batch, and remark on that specific adjustment.

4. HOW IT CONNECTS TO THE REST OF THE SYSTEM

• Stock impact: once approved, the item's Current Stock (and, for batch-tracked items, that specific batch's quantity) updates immediately and shows up everywhere else that reads stock — Products, Reports, Available-to-Promise calculations for Sales.
• Accounting: approved adjustments post to the general ledger as inventory adjustment entries, so your Balance Sheet inventory value and your P&L (for write-offs) reflect reality without a manual journal entry.
• Reporting: the Stock Adjustment Report lets you filter and analyze adjustment history across items, locations, and date ranges — handy for spotting a location with unusually high shrinkage, for example.
• Reconciliation: Adjustments is closely related to, but distinct from, Stock Count & Reconciliation (a full/cycle physical count process) — see that feature guide for the count-and-approve workflow used when you're reconciling the whole catalog rather than adjusting a specific known item.

5. WHY IT SCALES FROM SMB TO ENTERPRISE

Quick Reference

  Adjustments list ......................... Inventory > Adjustments
  New adjustment ........................... Inventory > Adjustments > New
                                             Adjustment
  Approve an entry ......................... Open entry > Approve Entry
  Stock Adjustment Report .................. Reports > Inventory > Stock
                                             Adjustment Report