What this screen is for
Corrections to stock that did not come from a sale or a purchase: breakages, losses, stock found during a count, a physical figure that did not match the system. Each adjustment records the item, whether it raised or lowered the balance, the quantity, who made it and the reason given.
When to use it
Record one whenever the physical count and the system disagree and you know the cause. Because these directly move stock, editing an adjustment re-applies it and deleting one reverses it. The reason and the note are what make a change explicable to whoever reads it months later, which is usually not you.
What you see on this screen
One row per adjustment:
- Date — when the correction was made.
- Product — the item adjusted.
- SKU — its code.
- Type — whether the entry raised or lowered the balance, and the reason chosen for it. This is the column that separates a breakage from a stock-take correction.
- Quantity — how many units the entry moved.
- Adjusted By — who made it. Adjustments change stock without any document behind them, so this is the accountability.
- Notes — whatever was written at the time. It is usually the only explanation there will ever be.
- Actions — edit the adjustment, which re-applies it, or delete it, which reverses it. Deleting warns that the stock change will be undone.
Filters and actions
A search box matches item name or SKU. Two dropdowns follow: a direction filter (All movements, Stock in, Stock out) and a Reason filter. Choosing a direction narrows the reason list, because increases and decreases offer different reasons and one from the wrong list would filter to nothing. Clear resets them.
New Adjustment opens the form for recording a correction.
Status values
An adjustment has a direction rather than a status:
- Stock in — the entry raised the balance. Stock found during a count, a return that never reached a document, an opening figure that was understated.
- Stock out — the entry lowered it. Breakage, loss, theft, expiry, or a count that came up short.
The reason recorded alongside the direction is what makes the entry auditable.
Related
- Stock
- Warehouses
- Inventory Valuation