You can adjust stock levels using the Stock Adjustment module and increase or decrease product quantities to account for returns, damage, or inventory audits.
Or, directly adjust stock levels from the Products Summary View.
Follow the steps below to manually adjust the stock level:
- Log in to your CRM account.
- Go to the Main Menu.
- Select Products under the Inventory app.
- Select a product record whose Qty. in Stock or Defective Stock you want to adjust.
- Click Adjust stock. It will direct you to the Creating Stock Adjustment window.
- Enter the details below:
- Product: Select a product whose stock you wish to adjust.
- Value to Adjust: Select a product’s value you want to adjust. Qty. in Stock is selected by default.
- 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.
- Status: Select a Status such as:
- Open - If you're going to edit the Adjustment values later. Open is selected by default.
- Approved - If the Adjustment values are finalized or approved.
- Assigned to: Owner of the Stock Adjustment. It is selected by default.
- Reason: Select a suitable reason for the Stock Adjustment.
- Click Save.