User Guide

This guide explains how to use the Inventory Adjustment module.

1. Configuring Inventory Adjustment Reasons

Before creating your first adjustment, you should define your reasons:

1. Navigate to Inventory > Configuration > Inventory Adjustment Reason.
2. Click Create and enter a Name for the reason (e.g., "Spoilage," "Lost in Transit").
3. Select an Account to be used for the financial valuation of this adjustment.
4. Click Save.

2. Creating a New Inventory Adjustment

1. Navigate to Inventory > Operations > Inventory Adjustments.
2. Click Create. The system will automatically generate an Inventory Reference number.
3. Select the Inventoried Location.
4. Choose your Inventory of filter:
   • All products: To count everything in the selected location.
   • One product category: To count products within a specific category.
   • One product only: To count a single product.
   • Select products manually: To add specific products as you go.
5. Select an Adjustment Reason from the new field.

3. Recording the Count

1. Click the Start Inventory button.
2. If you chose "All products," "One product category," or "One product only," the lines will be pre-filled with the current on-hand quantities.
3. For each line, enter the Real Quantity that you have counted in the stock.
4. You can manually add more products if needed.

4. Validating the Adjustment

1. Once you have recorded all the quantities, click the Validate button.
2. The system will process the changes and update the stock levels. The status of the inventory adjustment will change from "In Progress" to "Validated".