Stock movements and adjustments

Every stock change, whether a sale, a purchase receipt, a transfer, a stock opname or a manual adjustment, is recorded as a stock movement. The Stock Movement page is the full history. You can also correct stock here, for example for damaged goods.

Go to Product & Inventory → Stock → Stock Movement. The page has two tabs: Movements (history) and Bulk Adjust.

Viewing movement history

1. Open the filter panel.
2. Pick a Product, Outlet, Type (for example Sale, Purchase, Transfer In, Opname) and a Date range.
3. Click Search.
4. Click a row to see the movement’s details and the document behind it (sale, purchase invoice, transfer or stock opname).

Back-dated movements (for example from an offline till that synced later) show both when the stock moved and when it was recorded.

Adjusting one product

1. On the Movements tab, click New Adjustment.
2. Pick the Product Variant.
3. Choose a Reason: Adjustment, Damaged, Expired Write-off, Supplier Return or Consignment Return.
4. Enter Qty (+ in / − out): a positive number adds stock, a negative number removes it, for example -5 or 20.
5. For stock coming in, enter Unit Cost (stock in only).
6. Add Notes so the reason is clear in an audit.
7. Save.

Stock removed is taken from the active batches that expire first (FEFO).

Adjusting many products at once

The Bulk Adjust tab is a spreadsheet-style grid for the active outlet.

1. Make sure the right outlet is selected in the sidebar.
2. Open the Bulk Adjust tab.
3. Find products with Search product / SKU…. Tick Load all data (client-side search) to load every product at once.
4. In New Qty, type the correct stock quantity (not the difference). Press Enter to move to Remark, and Enter again to save and go to the next row.
5. Click Apply Changes. Pending Updates lists the Before and After value of each change.
6. Review the list, discard any mistakes, then click Apply N changes.

The difference between the new quantity and the on-hand quantity is posted as an adjustment movement.

Caution

Adjustments change stock and inventory value straight away. For a full physical count, use a stock opname so sales made during the count are handled correctly.

Note

Viewing the history needs stock.movement.read. Making adjustments (single or bulk) needs stock.*.