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Adjust Stock: Step-by-Step Guide

Adjust Stock lets you correct product quantities at a location when physical stock differs from the system. Use it to record received, consumed, damaged, lost, or spoiled items, and to update many SKUs at once via file upload or pasted list.

Updated over a month ago

Overview

The Adjust Stock module lets you correct and update the actual quantities of your products in a location.

You use it when:

  • Physical stock does not match the system

  • Items were received, consumed, damaged, lost, or spoiled and you need to record it

  • You want to update many SKUs at once using a file or pasted list

Path:

Inventory Management → Adjust Stock


Key Features

From the screen and repo structure, this module supports:

  • Location‑based adjustments

    • Choose which branch/location’s stock you are changing.

  • Product filters

    • Filter by Product Type.

    • Filter by Category.

    • Search by product name or SKU.

  • Per‑item adjustment grid

    • See columns for:

      • Name

      • SKU

      • Category

      • Pricing and Cost

      • Received, Consumed, Damaged, Lost, Spoiled

      • Current Stock

      • New Stock

    • Enter quantities in the reason columns; the system calculates New Stock.

  • Bulk Adjust Stock

    • “Bulk add products” opens Bulk Adjust Stock.

    • Step 1: Input product data by

      • Pasting SKUs (one line per product: SKU, Received, Consumed, Damaged, Lost, Spoiled), or

      • Uploading CSV, using the downloadable template.

    • Step 2: Review & Apply before changes are applied.

  • Sorting

    • Use Sort by to change the order of products in the grid.

  • Save / Cancel

    • Save applies all entered adjustments at once.

    • Cancel discards any unsaved changes.


Getting Started

  1. In the left menu, click Inventory Management.

  2. Click Adjust Stock.

  3. You will see:

    • Filters for Location, Product Type, Category, and Search.

    • Buttons: Search, Bulk add products, Sort by, Cancel, Save.

    • An empty state message:
      “Search for products to adjust stock. Enter a product name or SKU, select a category, or choose a product type to get started.”


How to Use

A. Find Products to Adjust

  1. Select Location

    • Use the Location dropdown to choose where you are adjusting stock (for example, “Prod Regression A”).

  2. (Optional) Filter Products

    • Product Type – choose a type or leave as All.

    • Category – click Select by Category and pick a category.

  3. Search by Name or SKU

    • In the Search field, type a product name or SKU.

    • Click Search.

  4. The product list appears in the grid with columns for pricing, cost, and the adjustment reason fields.


B. Manually Adjust Stock for a Product

  1. After searching, locate the product row you want to adjust.

  2. In that row, enter quantities in one or more of these fields:

    • Received – quantity newly received but not recorded yet

    • Consumed – quantity used (e.g., for production or internal use)

    • Damaged – quantity no longer sellable due to damage

    • Lost – quantity missing

    • Spoiled – quantity expired or spoiled

  3. As you type, the New Stock value at the far right updates to show what the stock will be after the adjustment (based on Current Stock and entered quantities).

  4. Repeat for any other products shown in the grid.

  5. When finished, click Save in the upper‑right corner.

All entered adjustments for that location are applied together.


C. Bulk Adjust Stock for Many Products

Use this when you have many SKUs to update at once.

  1. On the Adjust Stock page, click Bulk add products.

  2. The Bulk Adjust Stock window opens.

Step 1 – Input

At the top you’ll see step 1 – Products Data.

You have three options:

  • Download template

    • Click to download a CSV template with the correct columns.

  • Paste SKUs

    • Click Paste SKUs.

    • In the text area, enter one line per product in the format:
      SKU, Received, Consumed, Damaged, Lost, Spoiled

  • Upload CSV

    • Click Upload CSV and choose a file in the same structure as the template.

When your data is entered:

  1. Click Parse.

    • The system reads your lines and matches SKUs to products.

  2. If needed, click Clear to reset the input.

Step 2 – Review & Apply

  1. Click Review to move to step 2 – Review & Apply.

  2. Check each parsed product and quantity.

  3. Confirm that the adjustments are correct.

  4. Apply them; the products will appear in the main Adjust Stock grid with the Received / Consumed / Damaged / Lost / Spoiled values already filled in.

  5. Back on the main page, click Save to finalize.


D. Cancel Adjustments

  • If you decide not to proceed, click Cancel on the main Adjust Stock page.

  • This discards all unsaved changes from the current session.

To correct a mistake after saving, create another adjustment for the same product and location with the proper values.


Troubleshooting

“I can’t find the product I want to adjust”

Check:

  • Location – make sure you’ve chosen the correct branch.

  • Product Type / Category – try setting them back to All.

  • Search – clear the search field and search by SKU instead of name (or vice versa).

“New Stock shows a strange or negative number”

  • Review the Current Stock value.

  • Check all adjustment fields (Received, Consumed, Damaged, Lost, Spoiled) for typing errors (extra zeros, minus signs, or swapped numbers).

  • If you already applied an adjustment earlier, you may need a second correcting adjustment.

“Bulk Adjust won’t parse my SKUs”

Make sure:

  • Each line follows the correct pattern:
    SKU, Received, Consumed, Damaged, Lost, Spoiled

  • Values are separated by commas (no extra spaces at the start of the line).

  • SKUs exist in your product catalog.

If you used a CSV, confirm that the columns in your file match the template exactly.

“I clicked Save but nothing seems to change in other reports”

Most reports and history screens update with the next data refresh or when you reopen them. Try:

  • Reloading the Inventory History or Inventory Dashboard pages.

  • Checking you applied the change in the correct location.


Connected Modules

The Adjust Stock module works together with several other parts of the system:

  • Products & Services → Items List

    • Provides product names, SKUs, categories, pricing, and cost that you see in the grid.

  • Inventory Management → Inventory History

    • Shows a timeline of stock movements, including manual adjustments made here.

  • Inventory Management → Stock Receive History

    • Complements Adjust Stock by showing stock received via purchase orders; Adjust Stock records corrections and non‑PO changes.

  • Inventory Management → Inventory Valuation

    • Uses current stock and cost; adjustments can change valuation totals.

  • Inventory Management → Inventory Dashboard

    • High‑level stock KPIs reflect any adjustments you make.

  • Inventory Management → Production / Transfer Orders / Stock Requisitions

    • These modules move inventory through normal operations (production, transfers, internal requests).

    • Adjust Stock is used when you need manual corrections outside those flows (for example, losses, spoilage, or ad‑hoc corrections).

Together, these modules ensure your on‑hand quantities, stock value, and reports stay aligned with real‑world inventory.

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