If you need to adjust the cost price of a product or if the quantity of a product doesn't correspond with the actual inventory amount, you can make an adjustment. Follow our guide below to learn how to make adjustments manually.
It is possible to import multiple quantity/inventory adjustments via .csv file - go to the Helpdesk article "How to import inventory adjustment" to see how.
Adjust stock quantity on a product/Bill of Materials
- Select "Inventory" in the top bar
- Click "Adjustments" in the menu
- Click "Create new adjustment" in the upper right corner
- Choose "adjust quantity"
- Select the product you wish to adjust, the location and the date of adjustment
- You can see the current available quantity at the selected location
- Now you need to choose whether you want to add/subtract quantity or specify the actual quantity:
- By ticking "Regulate difference", you choose to add/substract an amount to the available quantity
- By un-ticking, you choose to you write the total quantity you want to adjust the inventory to
In the field "Available quantity (difference)" you can see the amount difference that has been adjusted
- Select a ''Regulation Type''
- Add a reason and (optional) description
- You can choose whether you want to make another adjustment to another product or simply finish the this one
- Click "Adjust quantity + value" to finalize
- NB! The adjustment will be saved as a draft. You can see the draft under "Adjustments" in the menu - when you click "Book", the adjustment will be booked and the stock quantity updated.
TIP: It is also possible to make a simple inventory adjustment.
When in the product/BOM overview page, hover over the 'three small dots' to the right of the product/BOM line and choose "Adjust Inventory"
Adjust cost price on a product/Bill of Materials
- Select "Inventory" in the top bar
- Click "Adjustments" in the menu
- Click "Create new adjustment" in the upper right corner
- Choose whether you wish to adjust "quantity" or "cost price"
- If you choose "cost price" and select the product you want to update you can see what current cost price is.
- In the field "Actual cost price" you can insert the updated/correct cost price for the product
- Select a "Regulation Type"
- Add a reason and (optional) description
- You can choose whether you want to make another adjustment to another product or simply finish the this one
- Click "Adjust cost price" to finalize
- NB! The adjustment will be saved as a draft. You find the draft under "Adjustments" in the menu - when you click "Book", the adjustment will be booked and the cost price updated