Create an inventory adjustment, step by step

When to create one

• Stock is physically there but missing from the system.
• Damaged, expired, lost or otherwise unusable stock has to come out.
• A physical count does not match the system quantity.
• The books need to agree with the shelf after an audit.

Use an adjustment only to correct stock. Do not use it in place of a purchase, a sale or a transfer between warehouses.

Start the adjustment

1. Open the left navigation panel.
2. Click Inventory, then Adjust Inventory.
3. Click New Inventory Adjustment. The Add Adjustment form opens.

Adjustment details

• Reference Number: created for you. Use it to find the adjustment later.
• Reason for Adjustment: required. For example: damaged stock, expired items, stock mismatch or manual correction.
• Select Date: required.
• Select Warehouse: required. An adjustment applies to one warehouse.
• Description: optional notes.

Add products

Each product line has the product, the type, the quantity, the rate per unit and the amount. Kuver Books calculates the amount for you: quantity multiplied by rate.

Type sets the direction:

• In adds stock. Use it when stock exists but the system does not have it, when a count came out higher than the system, or when a checked figure needs to go up.
• Out removes stock. Use it to write off damaged or expired items, or to bring a figure down after a loss.

To add one product at a time:

1. Search by product name or code.
2. Pick the product.
3. Set the type, quantity and rate.

To add several products at once:

1. Click Add Items in Bulk.
2. In the left panel, search or browse, and click each product you want.
3. In the right panel, check your selection. Change quantities, or click the X to remove a line.
4. Click Continue to add them to the adjustment, or Close to leave without adding.

Assign batches

For batch-tracked products, click Select Batch on the line, choose the batch, then click Confirm Batch Selection.

Save it

• Save as Draft keeps the adjustment without submitting it. Use it when the adjustment is not finished. You can still edit a draft.
• Save Adjustment submits it. It moves to Pending and waits for an authorised user.
• Cancel discards everything.

Before you click Save Adjustment, check the warehouse, the types, the quantities, the rates and the batches.

Statuses

• In Draft: created, not submitted, still editable.
• Pending: submitted and waiting for approval. Stock has not changed.
• Approved: approved by an authorised user. Stock has been updated.

Filter the records

1. On the Adjust Inventory page, click Filter Data.
2. Set the conditions.
3. Click Apply Filter.

You can filter by date range, by the user who created the adjustment, and by a minimum and maximum amount. Click Clear to reset the view.

Export the records

Export Data downloads the adjustments in XLSX, PDF or CSV.

• Full Export downloads every record and ignores your filters.
• Current View Export downloads only what is on the page, with your filters and sorting applied.

Only visible columns are included.

Open an adjustment

Find the adjustment with search, the status tabs or the filters. Then click the View icon in the Action column. The details page shows a summary and the product lines. The summary has the adjustment number, reference, reason, date, warehouse, status, who created it and when, and the description. The product lines show the product, type, quantity, rate, amount and batch where used.