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Adjust stock

Use an inventory adjustment when the quantity recorded for a stock position is wrong. An adjustment is a reviewed document: creating and validating it does not change stock. Stock changes only when the document is posted.

Before you start​

  • You have the ADMIN, MANAGER or SUPERVISOR role. Only an administrator or manager can approve an adjustment when its reason requires approval.
  • An active adjustment reason exists under Warehouse Configuration > Reason Codes > Adjustment Reasons.
  • You know the owner, SKU, lot, location and LPN of each affected stock position.
  • You know the quantity that should remain after the correction.

Create the adjustment​

  1. Open Management & Control > Inventory > Adjustments.
  2. Select New. The system assigns an adjustment number and opens a draft.
  3. Choose the Reason.
  4. Enter a Comment when the reason requires one, or whenever the explanation will help the reviewer.
  5. Select Save.
  6. In the lines section, select Add Line.
  7. Choose the Owner, SKU, Lot and Location. Choose the Container when the stock is inside an LPN; leave it empty for loose stock.
  8. For stock without serial tracking, enter Target Quantity. This is the final quantity that should be on the stock position, not the amount to add or remove.
  9. For a serial-tracked SKU, leave Target Quantity empty. Enter the individual serial numbers under Serials to Write Off and Serials to Add. The system calculates the target quantity from those serials.
  10. Select Save and repeat for any other stock positions.
Inventory adjustment document and adjustment line form
Caption: a draft adjustment with its line form open. The line identifies the stock position and records the final Target Quantity, not a plus-or-minus difference.

Examples:

Recorded quantityCorrect quantityTarget quantity
1088
377
500

Review and post​

  1. Select Validate. The system checks every line without changing stock.
  2. Review Current, Target, Effect and Would Refuse for every line.
  3. If the reason requires approval, an ADMIN or MANAGER selects Approve after validation. A supervisor cannot approve the document and must wait for that approval before posting it.
  4. Select Post only when the complete result is correct.

Posting is all or nothing. If one line cannot be posted, no line changes stock. A target below the quantity already allocated or picked is refused.

After posting, the adjustment cannot be edited or deleted. Use Reverse to create a separate correction that restores the earlier quantities, then review and post that document.

What you should see​

  • The document moves through Draft, Validated, optionally Approved, and Posted.
  • Each changed line records the quantity before and after the correction.
  • The inventory transaction history contains one adjustment entry for each changed stock position.
  • A reason configured to request a count creates follow-up counting work for the affected location.