What this page is for
An adjustment corrects stock by hand, outside a sale, a transfer or a count, with a reason attached to every one. Adjustments lists every one raised, newest first: its store, its reason, how many lines it carries, its date and when it was raised.
Every adjustment carries a status:
| Status | What it means |
|---|---|
| Draft | Being written. Lines can still change. |
| Pending | Submitted; someone else must approve or reject it. |
| Approved | Posted: stock has been written off or added, at cost. Terminal. |
| Rejected | Refused before anything moved. Terminal. |
Nothing moves until an adjustment is approved, and the person who raised it can never approve it themselves, even if their role allows approving. An adjustment worth more than the business's approval threshold still goes through, but it needs someone holding the stock approval permission to sign it off.
Everyone whose role can view stock sees this page. Raising one needs a role that can adjust stock; approving or rejecting needs a role that can approve stock.
How to…
How to raise an adjustment
Press New adjustment. See New adjustment.
How to find an adjustment
Use the filters above the list: Status, Store and Date (a date range).
How to approve, reject or delete one
Press the row to open it. See Adjustment.
Worked examples
Restaurant and bar
A fridge fails overnight at The Acacia Grill & Bar and spoils a tray of prawns. The chef raises an adjustment with reason Wastage, writing off the prawns, and submits it. The manager, who did not raise it, opens the pending adjustment and approves it; the stock and its cost leave the books together.
Supermarket
Tumaini Supermarket's monthly stock check turns up three packets of flour that were on the shelf but not in the system. The manager raises an Increase line with reason Counting error, correcting the stock up by three.