Stock Adjustments

A stock adjustment changes the quantity of one item in one warehouse, outside the normal receipt and fulfilment flow.

Requires the stock:adjust permission.

When to adjust stock

• Damaged goods - broken or unsellable
• Shrinkage - stock lost to theft or misplacement
• Found stock - items on the shelf that the system does not know about
• Corrections - fixing a data entry error
• Samples or gifts - stock removed for something other than a sale

For a planned count of the whole warehouse or a section of it, use a stock count instead. A count gives you a diff report and an approval step; an adjustment takes effect immediately.

Making an adjustment

1. Go to Inventory, or open an item and select the Stock tab.
2. Click the On hand number for the item and warehouse you want to change. On a phone this opens as a bottom sheet rather than a popover.
3. Enter the new quantity.
4. Enter a unit cost if the field appears. See below.
5. Optionally enter a reason, for example "damaged in transit".
6. Save.

Unit cost

The Unit cost field only appears when you are increasing stock, because new units need a value to be booked in at. It is pre-filled from the item's existing cost.

If the effective cost is zero, a warning appears: the stock will be added at a value of 0, which will quietly understate your inventory valuation and your cost of goods sold. Set a real cost unless you genuinely received the goods for nothing.

On a decrease the field is hidden and any value is ignored - outgoing units are valued at what the batches they came from actually cost.

What happens behind the scenes

Increasing stock

1. A new batch is created, numbered like ADJ-001.
2. The unit cost is taken from the field above, falling back to the most recent batch and then the item's cost price.
3. A stock movement of type adjustment is recorded.
4. The new stock is automatically allocated to confirmed sales orders that were waiting for it, oldest first.

Decreasing stock

1. Stock is removed FIFO across batches.
2. Pass 1 takes from available, unallocated stock.
3. Pass 2 takes from reserved stock if pass 1 was not enough.
4. Any order allocations consumed in pass 2 are released, and the confirmation tells you how many: Stock adjusted. 2 order(s) lost allocation.
5. A movement is recorded per affected batch.

An order that loses its allocation is not cancelled. It goes back to waiting for stock and will be re-allocated automatically when stock arrives.

Movement record

Every adjustment shows up in the item's stock history and in Transactions.