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Inventory Adjustments Operations

You can perform other actions such as add new adjustment reason, edit, delete, export the adjustments as a PDF or print them for reference.

Add Adjustment Reasons

Stock adjustments are done for many reasons. If your reason isn’t listed in the dropdown, you can add it as well as remove the unused reasons.

To manage adjustment reasons,

  • Navigate to Inventory on the left sidebar.
  • Go to Inventory Control in the top Module bar.
  • Click Inventory Adjustments in the dropdown.
  • Click +New in the top right corner.
  • Click the Reason dropdown.
  • Select Manage Reasons in the dropdown.
  • Click +Add New Reason.
  • Enter the Reason name and click Save and Select to add the new reason to your adjustment.
    • If you wish to mark a reason as inactive or delete, hover over the unused reason and click Mark as Inactive to make the reason inactive or click the Trash icon to delete.

Note: You cannot delete a reason that is already used in an adjustment. To proceed, delete all adjustments associated with that reason, or mark the reason as Inactive.

Edit

You can edit a adjustment after creation to correct any mistakes or update details as needed.

To edit the adjustment,

  • Navigate to Inventory on the left sidebar.
  • Go to Inventory Control in the top Module bar.
  • Click Inventory Adjustments in the dropdown.
  • Select the adjustment you wish to edit.
  • Click Edit in the top-left in the adjustments details page.
  • Make the require changes and click Save.

Delete

You can remove an adjustment that was created by mistake or is no longer required, so it doesn’t affect inventory records.

To delete the adjustment,

Note: You cannot delete the inventory adjustment record for advanced inventory tracked items involved in other transactions. Delete all the associated transactions to proceed with deleting.

  • Navigate to Inventory on the left sidebar.
  • Go to Inventory Control in the top Module bar.
  • Click Inventory Adjustments in the dropdown.
  • Open the adjustment you want to delete.
  • Click the More icon in the top right corner of the page.
  • Select Delete in the dropdown.

PDF/Print

You can download or print the adjustments for physical reference or documentation purposes.

To download or print the adjustment,

  • Navigate to Inventory on the left sidebar.
  • Go to Inventory Control in the top Module bar.
  • Click Inventory Adjustments in the dropdown.
  • Select the adjustment you wish to download or print.
  • Click PDF/Print in the adjustment details page.
  • Select the required action,
    • PDF - to download as PDF.
    • Print - to print the adjustments.
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