Stock Adjustments

It is possible for the amount or value of your things to fluctuate without resulting in any sales or purchases. This could be due to accidents or damages during shipping and any other causes.

Upscale is able to accommodate these changes using Inventory Adjustment.

Creating Stock Adjustments

To create a stock adjustment,

1. Navigate to Products & Services module on the sidebar, click on the 'Stock Adjustments' section.

2. Click on the 'New Adjustment' button at the top-left of the stock adjustment page.

   TIP

   There's also a shortcut,click on the plus sign (+) next to 'Inventory Adjustments' on the sidebar.

3. Alternatively, click on an Item Group on the list page,that will lead you to an overview page of the item, then click on the new button.

4. Then, once you click on one of the above,the edit page will appear.

5. Fill in the details of the adjustment. Click 'Add Item' or 'Scan Serial Numbers' button to add items that will be adjustment, enter the new quantity on hand or quantity adjusted for the item.

6. Click on 'Save' to create the adjustment or 'Save & New' to create another adjustment.

Adjustment Details

This is where a user fills in details like date ,reason for adjustment ,account where the inventory is being adjusted ,reference for the adjustment document and the memo,which is optional.

Product Details

The items, quantity and adjusted quantity are recorded here. Click on 'Add items', then select an item from the input select and enter the new quantity on hand.

If the added item has a serial number click on 'Add Serial Nos' to add them.

Statuses of an Item Adjustment

Field Name	Description
Adjusted	The quantity of the item has been adjusted.
Deleted	The item adjustment has been deleted.