Adjustments and write-offs

Depends on your plan

This page is part of the Stock ledger, counts, adjustments and transfers feature. If it is not in your plan, you will not see it in the menu. See Plans and features.

Use Inventory → Adjust / write off to record a correction or a loss with a reason. Every entry is added to the ledger and to the audit log.

Two kinds

• Write-off (stock leaves) — a loss: damaged, expired, stolen, used in the shop. Enter how many are lost; they are taken out of stock.
• Adjustment (up or down) — a correction. Enter the change: 3 adds three, -2 takes two away.

Post an adjustment or write-off

1. Choose a store.
2. Choose a reason. The reason decides whether it is a write-off or an adjustment.
3. Add an item: search name or SKU, then enter the quantity. Add as many items as you need.
4. Add a Note (optional).
5. Select Post write-off or Post adjustment.

For a full recount of a shelf or store, use a stock count instead.

Stock adjustment reasons

Manage reasons in Settings → Stock adjustment reasons. Ready-made:

Reason	Kind
Count correction	Adjustment
Found	Adjustment
Damaged	Write-off
Expired	Write-off
Theft / missing	Write-off
Own use	Write-off

Select Add stock reason to add your own: enter the name, choose the Kind and save. Switch off reasons you do not use.

The Adjustments & write-offs report shows what was adjusted or written off, by store and reason, with its value.