Please follow the below steps to adjust Stock Levels in a Stock Location.

  1. From 'Dashboard', go to [Inventory] [Stock Locations].

2. Type the name of the Stock Location in [Search for Stock Locations], where the required stock is located.

When the Stock Location name appears, click on the 'blue' name of the Stock Location, as below.

3. Inside the Stock Location screen, click on the 'green' [+New] button, and select [Stock Adjustment].

4. In the [New Stock Adjustment] pop-up window, select the [Destination] from the drop-down list.

Note: This is where the Stock adjustment will be allocated to.

5. Select the [Period ending on] from the drop-down list.

Note: This is which Stock take the adjustment will be applied to.

6. Click [Save].

7. In the [Search for Transfer items], type in the name of the product, or type in the [Product Code] if known, and click [Find].

  • Enter a positive number against the product that needs to be decreased or removed.

  • Enter a negative number against the product that needs to be increased

8. Press [Complete].

Note - it is always a good idea to record a [Comment] when creating Stock Adjustments for Audit or Stock take purposes before [Completing] the adjustment. Click on [Comments] tab, type in a reason for the adjustment, click [Save].


Example: "We are required to remove 2 bottles of Hahn Super Dry and add 2 bottles of Crown Lager."

  • To remove 2 bottles of Hahn Super Dry from this Stock Location, type in 2 (positive) under 'Quantity' on the Hahn Super Dry line.

  • To add 2 bottles Crown Lager, type in -2 (negative) under 'Quantity' on the Crown Lager line.

9. To check the Stock Adjustment just created, click on the 'blue' [Stock Adjustment] next to the Transaction number (TX1234).

Complete the Stock Adjustment

For Stock take purposes, please ensure all Stock Adjustments are completed.

To complete the Stock Adjustment, please follow the below steps.

1. From 'Dashboard', go to [Inventory] [Stock Locations].

2. Click on the 'blue' [Stock Adjustment] link showing in 'green', and 'Open'.

3. Within the Stock Adjustment screen, check all details are correct.

Should any details need to be amended, make the changes required.

Then press the 'yellow' [Complete] button.

The Stock Adjustment is now 'Complete' and the items are ready for Stock take.

For more information on Inventory, check out this article, Merge Duplicate Items in Inventory, as well as How to link products in my inventory?.

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