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How to create a Stock Adjustment?

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In this section, let us learn how to create a Stock Adjustment record for a product via the Stock Adjustments and Products module.

Follow these steps to create a Stock Adjustment record for a product via the Stock Adjustments and Products module:


 

  1. Login to your CRM account.
  2. Click the User Menu.
  3. Click Inventory.
  4. Look for Others.
  5. Select Stock Adjustments.
  1. Click +Add Stock Adjustment. It will direct you to the Creating Stock Adjustment window.
Or
  1. Login to your CRM account.
  2. Click the User Menu.
  3. Click Inventory.
  4. Look for Catalog.
  5. Select Products.
  6. Select a product record whose Qty. in Stock or Defective Stock you want to adjust.
  7. If Stock Adjustments is enabled successfully, the Adjust stock button appears on the top right corner of the screen.
  8. Click the Adjust stock button. It will direct you to the Creating Stock Adjustment window.
  9. Click View full form if you want to go to the full form view. 
  10. Add or select the below information:
  1. Product: Select a product whose stock you want to adjust.
  2. Value to Adjust: Select a product’s value you want to adjust. Qty. in Stock is selected by default. 
  3. Adjustment: Enter the values to increase or decrease Values to Adjust with + or - prefixes, respectively. For example:
  • If you want to increase the Qty. in Stock value by ten, enter +10 or 10.
  • If you want to decrease the Qty. in Stock value by ten, enter -10.
  1. Status: Select a Status such as:
  • Open - If you're going to edit the Adjustment values at a later time. Open is selected by default.
  • Approved - If the Adjustment values are finalized or approved. 
  1. Assigned to: Owner of the Stock Adjustment. It is selected by default.
  2. Reason: Select a suitable reason for the Stock Adjustment.
  3. Notes: Enter a description for the Stock Adjustment.
  1. Click Save.
You have now successfully created a Stock Adjustment record for a product in the Stock Adjustments module.
With this, a Stock Adjustment record for a product is created and saved in the Stock Adjustments module.
 
Note:
You will not be able to edit or delete a Stock Adjustment record with Status Approved.
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