Add, edit or remove a material stock adjustment
Learn how to add, make changes, or remove a stock adjustment for a material.
Material stock adjustments are useful for recording changes in stock levels that cannot be accounted for through manufactures or purchases.
Stock can be removed or added at any time by making adjustments.
Learn more about material stock adjustments here »
In this article we'll cover:
- How to add an adjustment for a material
- How to change an adjustment for a material
- How to remove an adjustment for a material
Add an adjustment for a material.
To create a stock adjustment for a material:
Navigate to your Material’s summary page.
Click the Adjustments tab.
On the page that appears, click the Add Adjustment button.
Complete the details for the adjustment being made on the form that appears.
Click the Save button.
Your inventory stock on hand and unit prices will be automatically recalculated each time an adjustment record is added.
You can also use this method to account for damaged materials by adding a negative quantity adjustment.
Please note: it is not recommended to create positive adjustments to increase your stock as no cost will be attributed, and thus, your COGS calculations will be incorrect. Expenses should always be used when increasing stock so costs can be associated. If you have received gifted materials of zero cost, then positive adjustments can be made.
Change an adjustment for a material.
To edit an existing stock adjustment for a material:
Navigate to your Material page (How do I find my material page?)
Click the Adjustments tab.
On the page that appears, click the Edit icon for the adjustment you wish to edit
- On the form that appears, modify the details for the adjustment being made
Click the Save button.
Only manual and starting quantity adjustments can be edited directly. To change details for a manufacture or expense quantity adjustment, you can just edit the manufacture or expense directly, and your changes will be applied to the adjustment automatically.
Remove an adjustment for a material.
To delete a material inventory adjustment:
Navigate to your Material detail page (How do I find my material page?)
Click the Adjustments tab.
On the page that appears, click the Delete (trashcan) icon for the adjustment you wish to edit
Only manual quantity adjustments can be deleted directly. Starting adjustments can not be deleted. However, you can edit the adjustment if you'd like to set this to zero. To delete a manufacture or purchase quantity adjustment, delete the manufacture or purchase directly.