Overview
Inventory adjustments are used to correct stock levels in your system when they differ from what is physically on hand. This guide walks you through the steps to perform an inventory adjustment.
Navigate to Inventory Adjustments
Go to the Inventory page.
Click the blue ➕ (plus) button.
Select Adjust Inventory from the menu.
Choose an Inventory Location
In the Inventory Location field, select the location where you want to make adjustments.
Once selected, you can search for items in that specific location.
Find Items to Adjust
You can locate items to adjust using one of the following methods:
Scan the product barcode
Search by item name
Use the Advanced Filter (magnifying glass icon) to apply more specific filters (e.g., category, SKU, etc.).
Adjust Inventory Quantities
For each item:
QTY on Hand: This is the current quantity recorded in the system for the selected location.
Counted QTY: Enter the actual quantity you have on hand.
Adjustment Reason: Choose a reason for the adjustment. These reasons are customizable and can be managed in your Management Settings.
Tip: Make sure your Adjustment Reasons are clearly labeled and consistently used to maintain accurate audit trails.
Review and Save
After entering your adjustments, click Review.
A summary of your changes will be displayed.
If everything looks correct, click Save to complete the adjustment.