Inventory Adjustments
Correct stock discrepancies with reason-coded adjustments. Track damage, theft, cycle counts, and other inventory changes with full accountability.
When to Use Adjustments
Adjustments are used whenever the physical count of an item differs from what the system records. Each adjustment requires a reason code for accountability.
- Cycle count
- Periodic physical counts reveal discrepancies between system records and actual stock on shelves.
- Damage
- Items damaged in storage, during handling, or from environmental factors that can no longer be sold.
- Theft / Shrinkage
- Missing inventory due to shoplifting, employee theft, or unaccounted losses discovered during audits.
- Expired goods
- Perishable items that have passed their expiration or use-by date and must be removed from saleable stock.
- Found / Surplus
- Extra items discovered during counts that were not previously recorded in the system.
- Other
- Any adjustment that does not fit the predefined categories. A free-text note is required for accountability.
The Adjustment Form
Like receiving, the adjustment form uses a two-panel layout. Select items on the left, then enter the actual physical count and reason on the right.
Entering Counts
For each item, enter the actual physical count. The system calculates the delta automatically. A reason must be selected for every adjustment.
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Adjustment Reasons
Every adjustment item requires a reason code. This ensures inventory changes are documented for auditing and loss prevention.
| Reason | Delta | When to Use |
|---|---|---|
| Damage | Decrease | Items physically damaged and no longer saleable. |
| Theft / Shrinkage | Decrease | Unaccounted inventory loss discovered during audits. |
| Found / Surplus | Increase | Extra items found that were not recorded in the system. |
| Recount | Either | Periodic cycle count reveals a discrepancy in either direction. |
| Expired | Decrease | Items past their expiration date that must be written off. |
| Other | Either | Any situation not covered above. Requires a free-text note. |
Required note for "Other"
Summary and Validation
The summary bar shows the net adjustment across all items. The form validates that every item has a count and a reason before allowing submission.
Validation rules
- At least one item must be included in the adjustment.
- Every item must have an actual count entered (zero is valid).
- Every item must have a reason selected.
- When reason is "Other", the details note is required.
- Items with zero delta (actual equals current) are allowed but skipped during processing.
Immediate effect