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How to adjust stock for a particular inventory item?

Inventory Adjustment is used to synchronize the stock to account for things that occur outside the normal business like theft, damaged goods, data entry error etc.

To adjust stock for the item:

  • 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.
FieldDescription
Mode of AdjustmentSelect the adjustment type as

Quantity Adjustment
To adjust physical stock count differs from the recorded item count
Reference NumberEnter a unique reference number for the adjustment. This helps you identify the record easily.
DateSelect the date on which the adjustment is created or recorded.
AccountChoose the account that should be used for tracking the adjustment.
ReasonSelect the reason for making the adjustment. This helps in explaining why the quantity or value was changed.
LocationSelect the item’s warehouse or location where the adjustment applies.
DescriptionAdd description about the adjustment if required.
Attach FilesUpload related files if needed.
  • 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.
  • Click Save as Draft or Convert to Adjusted to successfully adjust stocks.