Applicable to: iOS, Android and Buyer Hub
You can record any movements of stock outside of full stock counts by recording them as adjustments.
The adjustments do not update the counted quantity shown in the inventory list, but are listed separately under another column in the Buyer Hub desktop panel.
Note: If you've made a mistake while doing a stock count, you can make a correction instead of recording it as an adjustment.
iOS, Android
1. Go to More > Inventory.
2. Tap on a list.
3. Tap the item you'd like to record an adjustment for.
4. Select Record an adjustment.
5. Enter quantity to adjust, and select the reason of the adjustment. You can also add notes to provide more information about the adjustment (optional).
If the item is a Group SKU, the "Transfer out" adjustment is limited to internal transfers to another list in the same outlet only.
6. Press Save adjustment.
NOTE: The adjustment does not affect the quantity shown in the list as the list always shows the quantity recorded during a full stock count. However the adjustment is recorded in the History tab (in the main Inventory screen).
To delete
If you need to delete the adjustment, go to the adjustment detail page, and tap "Delete this record" (Note: You are only to allowed to delete adjustments that are recorded after the most recent stock count).
Buyer Hub
1. Click on Inventory in the side navigation.
2. Select an outlet, then navigate to the Lists tab.
3. Click on an inventory list.
3. Select Actions next to the name of the item you'd like to record an adjustment for.
4. Select Add stock adjustment.
5. Check that the correct outlet and reason are selected, then enter quantity to adjust. You can also add notes to provide more information about the adjustment (optional).
If the item is a Group SKU, the "Transfer out" adjustment is limited to internal transfers to another list in the same outlet only.
6. Click Save.
NOTE: The adjustment does not affect the quantity shown in the list as the list always shows the quantity recorded during a full stock count. However the adjustment is visible next to 'Last count' amount column of the SKU tab of the Inventory page.
To delete
If you need to delete the adjustment, go to the Activity tab, then select the adjustment you'd like to delete. In the adjustment detail screen, click "Delete this record" (Note: You are only to allowed to delete adjustments that are recorded after the most recent stock count).
Importing adjustments using Excel
This method allows you to do a bulk adjustments for multiple items at once.
On the main Inventory page for an outlet, select Adjustment/Production at the top of the page, and click Import adjustments.
Download the Excel template.
In the Excel file, enter the quantity of adjustments in the columns on the right according to the type of adjustment. You may enter the quantity for multiple types of adjustments per item.
Save the file and upload the file in Step 2 of the Import adjustments page.
If there are problems with your file, we'll show a list of issues that you need to fix in the Excel file. You'll need to reupload the file again after fixing all the issues.
If there are no issues with the file, you’ll be redirected back to your Inventory with all the adjustments created in bulk.