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 to record changes in your stock levels that cannot be accounted for via manufactures or expenses.

Stock can be removed or added at any time via making adjustments.

Learn more about material stock adjustments here »

Add an adjustment for a material

To create a stock adjustment for a material:

  1. Navigate to your Material’s summary page
  2. Click the Adjustments tab
  3. On the page that appears, click the Add Adjustment button
  4. On the form that appears, complete the details for the adjustment being made
  5. 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 there will be no cost attributed and thus your COGS calculations will be incorrect. Expenses should always be used when increasing stock so that costs can be associated. If you have however received gifted materials of zero cost, then positive adjustments can be used for this purpose.

Change an adjustment for a material

To edit an existing stock adjustment for a material:

  1. Navigate to your Material’s page (How do I find my material page?)
  2. Click the Adjustments tab
  3. On the page that appears, click the Edit icon for the adjustment you wish to edit
  4. On the form that appears, modify the details for the adjustment being made
  5. Click the Save button.

Remove an adjustment for a material

To delete a material inventory adjustment:

  1. Navigate to your Material detail page (How do I find my material page?)
  2. Click the Adjustments tab
  3. 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 if you wish to set this to zero, you'll want to edit the adjustment instead. To delete a manufacture or expense quantity adjustment, delete the manufacture or expense directly.

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