Inventory

Adjust or correct stock

Post an adjustment when stock changes outside an order, such as breakage or a found case. Post a correction when a count or adjustment was entered wrong. Both keep a reason, and the original entry stays in the history.

Adjust stock at a location

1. Open Inventory, then select Levels.
2. Select the inventory level, such as Jade coaster at Sampleton Warehouse.
3. Select Adjust.
4. In Change, enter how much to add or remove in the base unit: -2 for two broken, 12 for a found case of twelve.
5. Enter a Reason of at least three characters, such as “Dropped during restock”.
6. Select Post adjustment.

You can also open the level from its inventory item: open Inventory items, select the item, then select the location under Locations.

Correct a count or adjustment

1. Open the inventory level or its inventory item.
2. In Activity, find the count or adjustment and select its time to open the details.
3. Select Correct.
4. Enter the right quantity. For a count, that is the quantity that should have been counted; for an adjustment, the change that should have been posted.
5. Enter a Reason, then select Post correction.

The correction replaces the original at the original’s time, so later balances are recalculated. The original stays in Activity, marked “Corrected by a later entry”.

For example, if a count of 30 should have been 26, correct it to 26.

Undo a fulfillment, receipt or recipe run

Fulfillments, receipts and recipe runs can’t be corrected. Post an adjustment at the same location with a reason that names the order or run, such as “Return of SO-1001 line 1”.

What to know

• Only a level that has been counted can be adjusted; Adjust appears once its on-hand quantity is known. For a new level, record a count instead.
• An adjustment or correction can’t take on-hand stock below zero, including at any later point that a correction’s earlier time affects. Biosphere refuses it with This location has insufficient physical stock for the change.
• Adjustments posted on screen take effect when you post them.
• A movement can be corrected once. To change a correction, correct the correction.
• A count correction can’t be negative.
• Adjustments and corrections never change what sales orders have committed.