Adjusting Stock

The first Step is to go into the Stock Adjustment Program. This can be found under the stock menu.

You will first need to set the base parameters to determine which branch you are updating, when you want the adjustment to take place and why you want to make this adjustment

• Branch: this option determines which location you will be adjusting stock in and out off. By default the will be set to the branch with the lowest branch code, but can be changed using the drop down.

• Posting Date: enter the date that you want the adjustment to take effect. In most cases this will be the same as the current date. However, if you now that you will be physically moving the stock in the next few days you can set this date to that date and the stock will automatically drop on that date.

• Default Reason Code: this field determines why you are making the adjustment. Select the most relevant option from the drop down.

• Transfer Reference: if you have a specific reference that you need to assign to the adjustment then you can enter this here and it will show against the movement for this adjustment.

Please Note: this field is not mandatory and you will be able to proceed by leaving this blank.

Search for the product you want to adjust, this can be by either description or product code. This will then produce a list of all products that match the search, with the code, description, how many you currently have available at that branch, and a Receipt / Issue option.

Receipt indicated that you will be receiving the stock and therefore an increase in the amount of stock this branch will have.

Issue indicated that you will be giving the stock out and therefore a decrease in the amount of stock this branch will have. If you have 0 and a negative level of stock the issue option will not be available to you as the system believe you have no stock to give out. 

Select which option you are wanting to use and you will be given a screen similar to the below.

Enter the amount you have to either receive in or issue out.

You also have the option here to adjust the cost price should you be making an adjustment at a reduced or increased cost value.

You also have the ability to update the permanent cost price of the product or using the different cost price just for this adjustment.

There is also the option to change the reason for this adjustment of this particular item, should you believe that a more suitable reason for this adjust is available.

Click add and you will then be returned to screen with the item search, the new adjustment added to the post.

Repeat step 2 for each product you want to adjust until the post list has every item you wish to perform a stock adjustment on. Once you have added all products, click the post update button and this will commit the adjustments.

Stock Adjustment stuck In Progress

When you are going through the process of Stock Adjustment it will create the movement in the system but mark it as In Progress until you complete or post the stock adjustment. 

Sometimes if you lose access to the back office during this process or navigate away from the page you will go back in and notice that the adjustment is still "In Progress" with no way to complete the stock adjustment posting.