Create Inventory Adjustment
In this help document, you’ll learn how to create inventory adjustments in Zoho ERP.
To create an adjustment in Zoho ERP,
- Navigate to Inventory on the left sidebar.
- Go to Inventory Control in the top Module bar.
- Click Inventory Adjustments in the dropdown.
- Click +New in the top right corner of the page and provide the required details,
| Field | Description |
|---|---|
| Mode of Adjustment | Select the adjustment type, Quantity Adjustment Select this option when the physical stock count differs from the recorded item count. Value Adjustment Choose this option when you need to update the cost of the item |
| Reference Number | Enter a unique reference number for the adjustment. This helps you identify the record easily. |
| Date | Select the date on which the adjustment is created or recorded. |
| Account | Choose the account that should be used for tracking the adjustment. |
| Reason | Select the reason for making the adjustment. This helps in explaining why the quantity or value was changed. |
| Location | Select the item’s warehouse or location where the adjustment applies. |
| Description | Add description about the adjustment if required. |
| Attach Files | Upload related files if needed. |
If you have selected Quantity Adjustment,
- Select the items you want to adjust in the Item Table. You can view the available quantity.
- You can either enter the New Quantity on Hand or specify the Quantity Adjusted (for example, +10 or –10) Based on the value you enter, the other field will update automatically.
If you have selected Value Adjustment,
- Choose the items you want to update its value. You can view the current value of each item.
- You can either enter the Changed Value or specify the Adjusted Value (for example, +10 or –10). Based on the value you enter, the other field will be updated automatically.
Click Save as Draft or Convert to Adjusted to successfully adjust stocks.
Pro Tip: You can also create an inventory adjustment from the Items module for an item.