Adjustments list and Inquiry
The Inventory Adjustments List allows you to track and manage manual corrections made to your stock levels. Adjustments are used to reconcile system data with physical counts, record stock increases from miscellaneous sources, or decrease stock due to damage or errors. Each entry provides a financial record of the value change in your inventory. To access this list, navigate to Inventory > Click the "Adjustments" Tab.
Filters Section
Use these filters to locate specific adjustment records based on date, location, or item content.
- Reference: Search for a specific adjustment using its unique reference number.
- Date: Filter results by the date range the adjustment was recorded (e.g., 20/02/2026 - 22/03/2026).
- Item: Select a specific item to see all manual adjustments related only to that product.
- Location: Filter by the specific warehouse or business branch where the adjustment occurred.
- Source (Test1): Filter by the origin or source category of the adjustment.
- Search Button: Click the green Search button to refresh the table with your selected filters.
Add New Adjustment
The blue + Add New Adjustment button opens the adjustment entry form. Use this to input the items, quantities, and reasons for a new manual stock change. Once saved, the stock levels and corresponding GL accounts will update automatically.
Adjustments Table
This table provides a summary of all processed and pending adjustments.
- Reference (#): The unique ID for the adjustment. Clicking the blue link (e.g., 017/2026) opens the Detail View of the transaction.
- Location: The warehouse or site where the stock change was applied (e.g., A1).
- Date: The date the adjustment was finalized.
- Total Cost: The net financial impact of the adjustment. A negative value indicates a decrease in total inventory value, while a positive value indicates an increase.
- Status: Displays the current state of the record. A Adjusted badge indicates the transaction is completed and stock levels have been updated. And Draft status while do draft entry.
More Actions Menu
Each entry in the list includes a More dropdown button that provides additional management options for that specific record:
- Edit (Pencil Icon): This option allows you to modify the details of the entry. Use this to correct data entry errors or update information before the record is finalized or locked by the system.
- Print (Printer Icon): Clicking this will generate a printable document or a PDF version of the transaction. This is useful for maintaining physical records or sharing the transaction details with team members and auditors.
- Void (Trash/Recycle Icon): This action cancels the transaction and reverses its impact on your inventory and accounting records. Unlike a simple delete, voiding keeps a record of the transaction's existence for audit purposes but nullifies its financial and stock values.