What this page is for
This page shows one adjustment: its store, date, reason, note, and every line, with the lines' running state shown by the document's status at the top.
While it is a draft, it can be edited or deleted, and must be submitted before anyone can approve it. Once pending, its lines are fixed, and someone other than the person who raised it must approve or reject it; approving posts every line at once — a decrease writes stock off, an increase adds it, each at cost — and this cannot be undone. Rejecting asks for a reason, which the person who raised it will see, and nothing moves.
Where the business has set an approval threshold and this adjustment is worth more than it, approving still needs someone holding the stock approval permission, and the page says so. If the adjustment carries a photograph — evidence such as the broken case or the spoiled tray — an Open photo button opens it; unit costs and line values are fixed only once the adjustment is approved, so a pending one may show them as a preview that can still move before approval.
Everyone whose role can view stock sees this page. Submitting and deleting a draft need a role that can adjust stock; approving or rejecting needs a role that can approve stock, and never from the person who raised the document.
How to…
How to submit a draft
Open the draft and press Submit for approval.
How to approve or reject an adjustment
On a pending adjustment, press Approve adjustment or Reject. Rejecting asks for a reason.
How to see supporting evidence
Where Open photo appears, press it to open the attached image in a new tab.
Worked examples
Restaurant and bar
The Acacia Grill & Bar's manager opens a pending adjustment raised by the chef for last night's fridge failure. She was not the one who raised it, so Approve adjustment is available to her; she checks the lines, presses it, and the tilapia and prawns are written off at cost immediately.
Supermarket
Tumaini Supermarket's head office sets a KES 10,000 (Kenyan shillings) approval threshold for adjustments. A branch manager raises one worth KES 14,000 for a damaged delivery. The adjustment submits normally, but its page shows Above the approval limit, and only someone holding the stock approval permission — not merely the branch's own supervisor — can approve it.