Stock Adjustments

The adjustments feature is used to make corrections to the stock levels.

Note

To view the legacy version, please select Legacy User Guide.

How to view Stock Adjustments

Viewing Stock adjustments

As per Generic Navigation options, either from left-hand navigation panel, select Stock adjustments from the Stock folder or enter Stock adjustments in the Search option.

This will then show the Stock adjustments on the system where normal customisation of Sets can be used.

  • Doc #: The document number.
  • Stock date: The date the stock was adjusted.
  • Location: The stock location of the stock.
  • Doc-type: The document type.
  • Gross: The cost of the stock.
Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

Create a new Stock adjustment

Creating Stock adjustments

  1. Select Stock adjustments from one of the options as shown above in Viewing Stock adjustments.

  2. Select New or New (from template).

  3. Enter a description and add the line information.

    • Product: This is the product being adjusted.
    • Unit: This is the unit to measure the product
    • Target: The target stock level.
    • In: The amount of stock coming in.
    • Out: The amount of stock going out.
    • Unit price: This is the price per unit of the product.

  4. Select Submit to complete creation.

How to copy Stock adjustments

Copy a stock adjustment

  • If you are regularly repeating a stock adjustment you can copy a pre-existing one rather than creating a new one every time.

  • To do so, select the stock adjustment that you would like to copy then select Copy.


Updated October 2026