Inventory
Inventory adjustments
Correct a stock difference with an in or out adjustment, give it a reason and a warehouse, add products in bulk, then submit it for approval.
Updated 12 September 2026
An inventory adjustment makes the system quantity agree with the quantity actually on the shelf. Use it for damaged goods, expired items, stock loss, counting mismatches and manual corrections.
Open the adjustments page
- Go to the left navigation panel.
- Click Inventory.
- Select Adjust Inventory.
The page has:
- status tabs for All, Approved, In Draft and Pending
- a search box that looks up the reference number
- a filter panel for date range, created by and amount range
- a records display selector
- Export Data, in XLSX, PDF or CSV
The table shows the adjustment number, reason, status, who created it, when, the amount and an action column.
Create an adjustment
- Open Adjust Inventory.
- Click New Inventory Adjustment.
Fill in the adjustment details first:
- Reference Number, for tracking.
- Reason for Adjustment, which is required. For example damaged stock, expired products, stock mismatch or manual correction.
- Select Date, which is required.
- Select Warehouse, which is required, because an adjustment always applies to one warehouse.
- Description, for any notes.
Add the products
The product table takes the product, the type, the quantity, the rate and the calculated amount.
Type decides the direction. In adds stock. Out removes it. If a physical count finds less stock than the system shows, use Out. If you find stock that was never received in the system, use In.
To add rows one at a time, search by product name or product code. To add several products at once:
- Click Add Items in Bulk. Available products are on the left and your selection is on the right.
- Pick products. Use the plus and minus buttons to set quantities, and the X to remove a line.
- If the products are batch tracked, click Select Batch, choose the batch, then click Confirm Batch Selection.
- Click Continue to add everything to the adjustment, or Close to leave without adding.
Save it
Three options are available:
- Save as Draft keeps it without sending it for approval.
- Save Adjustment submits it, and it moves to Pending.
- Cancel discards it.
Approval and what it changes
An adjustment in Draft or Pending does not change stock. Stock changes only when an authorised user approves it, which is why approval needs a permission. After approval, the quantities update. The record becomes part of the audit trail, with the reason, the user and the time attached.
Click the view icon on any row to open the full detail. It includes the products, the in or out type, the rate, the amount and the batch information.