Adjust Inventory in Stock Manually

Adjust Inventory in Stock Manually

  • If you need to adjust your inventory levels manually for one or a few items you can use the Update Wizard or the part's details page. Both options are covered in this article.
  • For a physical count and resulting adjustment of an entire store or section, we recommend using the Physical Inventory Tool.
  • It is recommended to only adjust an item’s quantity in stock up manually in case of a physical inventory count; orders should be placed and received through the Purchase Order system.
  • All adjustments are logged and tracked and can be viewed on the Inventory Adjustment report.

Adjusting Inventory in Stock from Part Details Page

  1. Go to Office > Inventory > Products > Manage Products.
  2. Search for the item you need to adjust.
  3. Click on its part number in blue to view its Part Details page.
  4. Scroll to the bottom of the page to find Quantity in Stock field.
  5. When you adjust the quantity, the Reason for Update field will become active. You must type an explanation here before saving your changes.
    • Adjustment explanations show on the Inventory Adjustment report as well as in the Adjustment Log on the part details page.


Adjusting Inventory in Stock Using Update Wizard

  • Inventory adjustments made using the Update Wizard will show in a part’s Adjustment Log with the salesperson’s name, time and date stamp, and the explanation, “Qty Updated through Update Wizard.”
  • If the inventory count is adjusted down, the adjustment will show on the Inventory Adjustment report.
  • If the inventory count is adjusted up, it is considered receiving the part into inventory and will show on the Purchase History report.

 

  1. Go to Office > Inventory > Update Wizard - OR - Office > Inventory > Products > Manage Products then click the Update Wizard
    • You will see the displayed columns shift to provide more concise adjustment-related information.
  2. Search for the item you need to adjust.
  3. Click directly on the item’s Stock field and edit the quantity in stock.

  1. Hit your Enter key or click another field to save your change.

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