Complete the Stock Adjustment

Adjust Stock Levels

 

Please follow the below steps to adjust Stock Levels in a Stock Location.

1. Navigate  to 'Dashboard', select [Inventory] → [Stock Locations].

 

2. In the 'Search for Stock Locations' field, enter the name of the desired stock location and click on the blue name when it appears.

3. Inside the stock location screen, click on the green [+New] button, and choose [Stock Adjustment].

 

4. In the [New Stock Adjustment] pop-up window, select the [Destination] from the drop-down list. Note: This is where the Stock adjustment will be allocated to.

5. Select the [Period ending on] from the drop-down list. Note: This is which Stock take the adjustment will be applied to.

6. Click [Save].

 

 

7. In the [Search for Transfer items] field, type in the name of the enter the product name or [Product Code] if known, and click [Find].

• Enter a positive number against the product that needs to be decreased or removed.

• Enter a negative number against the product that needs to be increased

Enter a positive number against the product that needs to be decreased or removed.

Enter a negative number against the product that needs to be increased

8. Once adjustments are entered, click [Complete].

 

Note - it is always a good idea to record a [Comment] when creating Stock Adjustments for Audit or Stock take purposes before [Completing] the adjustment. Click on [Comments] tab, type in a reason for the adjustment, click [Save].

​Example: "We are required to remove 2 bottles of Hahn Super Dry and add 2 bottles of Crown Lager."

• To remove 2 bottles of Hahn Super Dry from this Stock Location, type in 2 (positive) under 'Quantity' on the Hahn Super Dry line.

• To add 2 bottles Crown Lager, type in -2 (negative) under 'Quantity' on the Crown Lager line.

To remove 2 bottles of Hahn Super Dry from this Stock Location, type in 2 (positive) under 'Quantity' on the Hahn Super Dry line.

To add 2 bottles Crown Lager, type in -2 (negative) under 'Quantity' on the Crown Lager line.

 

9. To review the stock adjustment, click on the 'blue' [Stock Adjustment] next to the Transaction number (TX1234).

For Stock take purposes, please ensure all Stock Adjustments are completed.

To complete the stock adjustment.

1. Return to the 'Dashboard' and navigate to [Inventory] -> [Stock Locations].

 

2. Click on the 'blue' [Stock Adjustment] link showing in 'green', and 'Open'.

 

3. Review the details and make any necessary changes.

4. Click the yellow [Complete] button to finalize the adjustment.