A stock adjustment corrects a quantity outside the normal flow of selling and receiving. Use it for breakage, spoilage, waste, or a figure that has drifted.
1. Open Stock Adjustments
Open Stock Activity from the Home screen, then tap Stock Adjustments under Stock control.
The list opens on the last 14 days, so change the date filter if you are looking for an older adjustment.
2. Say why you are adjusting
Tap New stock adjustment.
Enter the Reason for the adjustment, for example breakage or spoilage.
Add Notes describing why it is needed. This is what someone reviewing the figures later will read.
Tap Continue.
Tip: Be specific. "Dropped a tray of 12 during service" is far more useful six weeks later than "waste".
3. Enter the new quantity, not the difference
This is the part staff get wrong most often. The number you type is the new total you have on hand, not the amount you are adding or taking away. If you have 55 and you have lost 7, you type 48.
You do not have to work the sum out in your head. As you type, the line shows you the maths: what you had on hand, the change your figure works out to, and the new total. Take that middle figure as your check. If it is not the change you meant to make, you typed the wrong number.
Add each item you are adjusting.
Tap a line to open Edit, where you set the Quantity and can add Notes for that one item.
Tap Update to keep the change, or Remove to take the item off the adjustment.
Each finished line shows a coloured chip with the difference it will make. The line above, 55 on hand corrected to 48, shows - 7 pcs. Read down the chips as a final check before you submit.
If you save while some lines are still blank or set to zero, the app warns you and offers to leave those lines out.
4. Submit it
Before the adjustment goes through, the app shows a summary: the Total items on it, how many are Increases, and how many are Decreases. If you expected everything to go down and the summary shows increases, go back and check the quantities.
5. Check it later
Open any adjustment from the list to see the reason, the notes, the items, and who made it. An adjustment opens straight away and fills in its lines as they load. At the bottom is an Activity history recording each stage and who moved it there. Adjustments are a permanent record, which is why the reason matters.
If a whole shelf looks wrong rather than one item, run a Stock Count instead. A count reconciles everything at once and leaves a cleaner record than lots of separate adjustments. Approving a count also creates its own adjustment for you, so you may see adjustments here that you did not raise by hand.