# Inventory Adjustment

### **Module Guide: Inventory Adjustment**

#### **Module Location**

#### Inventory > Inventory Adjustment

#### **Module Objective**

#### The **Inventory Adjustment** module is a general transactional module used to create adjustments to stock quantities. Unlike the more structured **Stocktake** module for physical counts, this module is often used for **ad-hoc adjustments or quick corrections**, both for increasing and decreasing stock, for various reasons (e.g., correcting input errors, found items, etc.).

### **1. Main View (Adjustment List)**

#### The main page of this module displays a list of all Inventory Adjustment documents that have been created.

#### **View Explanation**

- #### **View**: This page is a history of adjustment documents. You can see the **Doc. Number, Adjustment Date,** and **Document Status**.
- #### **Filters**: You can search for a document by **Doc. Number** or a **Date** range.

#### **Button Functions**

- #### **\[New\]**: The primary button to create a new inventory adjustment document.

### **2. Steps to Create an Inventory Adjustment**

#### **Step 1: Create a New Document**

#### From the Main View, click the **\[New\]** button to open the **Create Adjustment** form.

#### **Step 2: Fill in General Information**

#### On the form that appears, fill in the basic information:

- #### **Warehouse**: Select the warehouse location where the adjustment is being made.
- #### **Date**: Enter the effective date of the adjustment.
- #### **Memo**: **Important!** Provide a clear explanation for the reason for the adjustment.
- #### **Method**: Choose the input method, whether **Manual** or using a **Barcode**.

#### **Step 3: Detail the Adjustment Items**

1. #### In the table below, click the **\[+\]** icon to add a row.
2. #### Select the **Item/Service Code** whose stock will be adjusted.
3. #### In the **Quantity** column, enter the adjustment quantity.
    
    
    - #### Use a **positive number (+)** to increase stock.
    - #### Use a **negative number (-)** to decrease stock.

#### **Step 4: Confirm the Adjustment**

#### After all items and adjustment quantities have been entered correctly, click the **\[Confirm\]** button to process the transaction.

#### **Workflow & Integrated Business Process**

- #### **Impact**: Confirming this adjustment will directly change the **Quantity on Hand** in the system and create the corresponding journal entry.
- #### **Approval**: A document that has been confirmed will most likely go to an **Inbox** to be validated by a manager before the stock and journal changes are final.

### **Tips & Important Notes**

- #### This module is very useful for quick corrections or adjustments that do not originate from a formal stocktake process.
- #### Always fill in the **Memo** with a detailed reason to maintain a good **audit trail**.
- #### Because it has a direct impact on stock and inventory value, the use of this module usually requires authorization.