About stock adjustments

Adding Stock: We use the cost price entered on the adjustment to calculate the adjustment's value.

Removing Stock: We use the cost price on the stock record multiplied by the adjustment quantity to calculate the adjustment's value.

To edit an adjustment for an inactive stock item, make the item Active first.

Enter a stock adjustment

1. From the Products and services tab, select the stock item.
2. Select Adjust Stock Level.
   
3. Complete the required information:
   

   Date	Enter the date. It can’t be before your Year End Lockdown date and must be after your Accounts Start Date.
   Type	Choose to increase or decrease the quantity.
   Cost Price	Enter the cost price if adding stock. The default is the cost price set on the stock record.
   Quantity in Stock	Shows the current quantity in stock.
   Increase by / Decrease by	Enter the amount to increase or decrease the stock quantity. EXAMPLE: If you have 10 in stock and want to adjust this to 15, enter 5 to increase.
   Reason	Choose an option or select Other and enter your reason (up to 50 characters).

4. Select Save. This automatically adjusts the stock quantity and creates an Adjustment In or Adjustment Out transaction on the stock record.

Edit a stock adjustment

1. From the Products and services tab, select the relevant stock item.
2. Select the Adjustment In transaction you want to edit and adjust the stock as required.
3. Select Save.

Delete a stock adjustment

Delete a stock adjustment at any time. When you delete an Adjustment In, we update your stock levels and the average cost price. You can’t delete an adjustment if it results in a negative stock.

Import stock adjustments

Managing stock

View stock item details