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Adjust stock (damaged, lost, found, expired)

Use a stock adjustment when stock has changed for a reason other than buying, selling or moving it. The reason is saved with the change, so losses can be reported later.

Where: Inventory › Stock Adjustments Who: inventory.stock.adjust, the Stock adjustments feature, and access to the warehouse's business unit. If the page is missing for everyone, the feature is off; ask your administrator.

Steps​

  1. Go to Inventory › Stock Adjustments.
  2. Fill in the form:
FieldWhat to enterExample
ProductThe productCeramic Mug
Product VariantThe variant (every product has at least one)Standard
WarehouseThe warehouseMain Warehouse
LocationWhere the change happenedA-01-02
Adjustment TypeIncrease (you have more than the system says) or Decrease (you have less)Decrease
ReasonDamaged, Found or Lost (see the known issue below about Correction and Expired)Damaged
QuantityHow many to add or take away, not the new total3
NotesWhat happened, who checked it (up to 500 characters)Dropped carton during put-away; 3 cracked. Moved to bin.
  1. Select Submit Adjustment. (Reset clears the form.)

What you'll see: the Updated Stock Balance panel shows the warehouse, location, and the new On Hand, Reserved and Available.

Screenshot coming soon: The Stock Adjustment form and the updated balance
The Stock Adjustment form and the updated balance

Which type and reason?​

What happenedAdjustment TypeReasonExample
Items broken or unusableDecreaseDamaged3 mugs cracked
Items missing; can't be foundDecreaseLost2 T-shirts missing after a shop event
Items past their use-by dateDecreaseDamaged, with "Expired" in the notes6 boxes of tea past date
Items turned up that weren't recordedIncreaseFound4 mugs found behind a pallet
A data-entry mistake (wrong quantity entered earlier)Increase or DecreaseFound or Lost, with "Correction of …" in the notesAli entered 100 instead of 10
Known issue: Correction and Expired

The Correction and Expired reasons are listed on the form but are currently refused when you submit. Until this is fixed, use the closest of Damaged, Found or Lost, and say what really happened in the Notes.

Quantity is the difference, not the new total. If the system shows 50 and the shelf has 47, choose Decrease, quantity 3.

In the stock history​

An increase is recorded as ADJUSTMENT_IN and a decrease as ADJUSTMENT_OUT, with the reason and your notes, in Inventory › Stock Movement.

Messages​

MessageMeaning
"Quantity must be greater than 0"Enter how many, as a positive number. Choose Decrease to take away.
"Insufficient stock on hand."A decrease is more than what's there.
"Available quantity cannot be negative in inventory balance"A decrease would take away stock that's reserved. Release or change the reservation first.
"Notes must be 500 characters or less"Shorten the notes.
Correcting many products after a stock-take

Don't adjust products one by one. Use a stock count instead: it works out every difference and adjusts them all when you post it.

Damaged goods you want to keep track of

If damaged goods stay on site waiting for a decision (repair, return, scrap), you can instead move them to a DAMAGED location so they can't be sold. Adjust them out when they're thrown away.