Type	Description	Use Case
Increase	Add stock to inventory	Found items, returns, gifts
Decrease	Remove stock from inventory	Damage, theft, write-off
Transfer	Move between locations	Reorganization
Correction	Fix data errors	Reconciliation

Adjustment Workflow

Count Discrepancy → Create Adjustment → Approval (if required) → Posted
        │                  │                    │                   │
        │                  │                    │                   └── Stock updated
        │                  │                    └── Manager reviews
        │                  └── Enter quantities and reasons
        └── Physical count differs from system

Quick Start Guide

For Warehouse: Adjust Stock After Count

Goal: Correct stock quantity after physical inventory count

Navigate: Go to Stock Adjustment from the sidebar
Create New: Click "+" to create adjustment
Select Item: Search and select the item to adjust
Enter Details:
- Select Location/Warehouse
- Choose Adjustment Type (Increase/Decrease)
- Enter Quantity difference
- Select Reason Code
- Add Remarks for context
Submit: Post or send for approval

For Controllers: Bulk Adjust via File

Goal: Process multiple adjustments from a spreadsheet

Navigate: Go to File Import
Download Template: Get the adjustment template
Prepare Data: Fill in items, quantities, and reasons
Upload: Import the completed file
Validate: Review detected adjustments
Process: Confirm and post all adjustments

For Operations: Adjust Serial Numbers

Goal: Correct a serial number record

Navigate: Go to Serial Adjustment
Find Serial: Search for the serial number
Select Action:
- Write-off (remove from inventory)
- Transfer (move to different location)
- Correct (fix data errors)
Complete: Add reason and submit

Stock Adjustment

Creating Adjustments

Main adjustment features:

Single Item Adjustment - Adjust one item at a time
Multi-Item Adjustment - Adjust multiple items in one document
Reason Codes - Categorize why adjustment was made
Approval Workflow - Route for approval if required

Key Fields

Field	Description	Example
Item	Product to adjust	SKU-001
Location	Warehouse/store	Main Warehouse
Adjustment Type	Increase or Decrease	Decrease
Quantity	Amount to adjust	5
Reason Code	Why adjusting	Damaged
Remarks	Additional notes	Found during cycle count

File Import

Bulk Adjustment Import

Process adjustments in bulk:

Download Template - Get properly formatted file
Enter Data - Fill in adjustment details
Upload & Validate - System checks for errors
Review - Confirm before posting
Post All - Apply all adjustments

Supported Formats

CSV files
Excel files (.xlsx)

Serial Adjustment

Serialized Item Corrections

Adjust items tracked by serial number:

Write-off Serial - Remove from inventory
Write-on Serial - Add to inventory
Transfer Serial - Move to different location
Change Status - Update serial status

Batch Adjustment

Batch Quantity Corrections

Adjust items tracked by batch number:

Adjust Batch Quantity - Increase or decrease
Split Batch - Divide into multiple batches
Merge Batch - Combine batches
Update Expiry - Correct expiry dates

Reset Moving Average

Moving Average Cost Reset

Recalculate item costing:

Reset MA - Reset moving average for item
Reset MA Line - Reset for specific transactions
File Import Reset MA - Bulk reset via file
Stock Adjustment Reset MA - Adjust and reset together

When to Use:

Initial system setup
After data migration
Correcting historical cost errors
After major inventory corrections

Serial Data Fix

Correct Serial Number Data

Fix serial number data issues:

Orphaned serial records
Duplicate serial entries
Missing serial associations
Location mismatches

Stock Adjustment Reset MA

Combine stock adjustment with moving average reset:

Make quantity correction
Automatically recalculate MA cost
Update inventory value

Configuration & Settings

Default Settings

Configure default reason codes and approval requirements.

Printable Format Settings

Customize adjustment document printouts.

Field Configuration

Set visible fields and required inputs.

Webhook Configuration

Integrate with external systems for adjustment notifications.

Feature Visibility

Control which features appear for users.

Permissions

Control access levels:

Create - Allow creating adjustments
Approve - Approve/reject adjustments
Post - Direct posting without approval
Admin - Full configuration access

Release Notes

View applet updates and version history.

Applet Log

Audit trail of all actions in the applet.

Personalization

Personal Default Settings

Save your preferred location and reason defaults.

Sidebar Customization

Arrange menu items to match your workflow.

FAQ

Q: Do I need approval for stock adjustments? A: This depends on your organization’s settings. High-value adjustments may require manager approval.

Q: How do I adjust multiple items at once? A: Use the File Import feature to upload multiple adjustments from a spreadsheet.

Q: What happens to the cost when I adjust stock? A: The moving average cost is recalculated based on the adjustment. Use Reset MA for precise control.

Q: Can I reverse an adjustment? A: Post a counter-adjustment with the opposite quantity. The original adjustment remains for audit.

Q: How do I find past adjustments? A: Use the Stock Adjustment listing with date filters to find historical adjustments.

Q: What reason codes should I use? A: Use the reason that best describes why the adjustment is needed: Damaged, Lost, Found, Count Variance, etc.