What this page is for
This page raises an adjustment: a manual correction to stock, each line marked Decrease or Increase, with a reason. A decrease writes stock off, taking it from the oldest open batches first. An increase adds stock at the most recent cost paid for it at that store — only a counting-error reason is allowed to increase stock; wastage, breakage and expiry can only ever decrease it.
It is saved as a draft first. Nothing moves until you submit it and someone else — never the person who raised it — approves it. The same page edits a draft you saved earlier; once it has been submitted, its lines are fixed and the page says so.
Only people whose role can adjust stock see this page.
Before you start
- The store must hold the stock you are writing off, or have held it before, for an increase to have a cost to use.
- A reason code of the right kind must exist. Wastage, breakage and expiry reasons are for decreasing stock; only a stock-correction reason, such as a counting error, may increase it.
Fields
Store
Which store the adjustment applies to. Required, and fixed once the draft is created.
Example: Kiambu — Shop
Date
The date the correction actually happened, not the date you happen to be entering it. Required.
Example: 2 October 2026
Reason
The reason that applies to every line, unless a line gives its own. Required.
Example: Wastage
Note
Anything worth recording about the adjustment as a whole. Optional.
Example: Fridge 2 failed overnight; everything in it spoiled.
Item
One line per item variant affected. Required on every line.
Example: Fresh tilapia — Whole
Quantity
How much of that variant the line covers, as a positive number; the Direction says which way it moves. Required, greater than zero.
Example: 4
Direction
Whether this line decreases or increases stock.
- Decrease: writes stock off from the batch you choose under Batch, or otherwise from the next batch in issue order: oldest received first, or soonest expiry first when Sell soonest expiry first is on.
- Increase: adds stock at the most recent cost paid at this store. Only a counting-error reason can be used here.
Example: Decrease for spoiled fish; Increase for stock found during a count.
Batch
Shown on a decrease line once the item is chosen. It lists the item's open batches at this store, with batch number, expiry date and how much is left. Leave it as Next in issue order to take stock in the usual order. A write-off for stock past its date must name its batch: choose the expired one, so the good stock stays on the shelf.
Example: L2291, expires 31 Oct 2026, 7 left
Reason for this line
Overrides the document's reason for this one line only. Leave it as Same as the document unless this line is different from the rest.
Example: Breakage, where every other line on the document is Wastage.
How to…
How to raise an adjustment
- Go to Stock → Adjustments and press New adjustment.
- Choose the Store, set the Date, and choose the Reason that applies to most lines.
- Add a line for each item: choose it, type the Quantity, set its Direction, and change its reason if it needs one of its own.
- Press Save draft.
- On the adjustment's page, press Submit for approval. Someone else approves or rejects it.
How to change a draft
Open the draft and press Edit draft. Once it has been submitted, it can no longer be edited; a mistake found after submission is rejected and raised again.
How to delete a draft
Open the draft and press Delete draft. Nothing had moved, so nothing changes.
Worked examples
Restaurant and bar
A fridge fails overnight at The Acacia Grill & Bar. The chef raises an adjustment for the Bar store, dated today, with reason Wastage. He adds a line for Fresh tilapia — Whole, quantity 4, direction Decrease, and a second for Fresh prawns — 1 kg bag, quantity 2, direction Decrease. He notes Fridge 2 failed overnight and saves the draft, then submits it.
Supermarket
Tumaini Supermarket's stocktake turns up three extra bags of rice on the shelf that the system does not know about. The manager raises an adjustment for the Nakuru — Main store, reason Counting error, with one line for Mwea Pishori Rice — 5 kg bag, quantity 3, direction Increase. Because the reason is a correction, the increase is allowed.
Salon or car wash
Sparkle Car Wash & Salon drops and breaks a bottle of shampoo. The manager raises an adjustment, reason Breakage, one line for Car shampoo — 5 litre can, quantity 1, direction Decrease, and submits it for the owner to approve.