This guide covers two related jobs: adjusting stock up or down to correct or write off quantities, and transferring stock from one warehouse to another. Both take a data scope and are confirmed by a second person (a dual gate).
Before you start
- The warehouses and products involved must already exist.
- Your role needs permission to raise and confirm adjustments and transfers.
Steps
Adjust stock
- Go to Supply Chain → Adjustments and start a new adjustment.
- Set the data scope (required), then choose the Warehouse (required) and the Adjustment date (required).
- Choose the Type (required) — Count correction, Damage, Loss, Write-off or Found.
- Optionally add a Reason code (up to 60 characters), a free-text Reason and Notes (each up to 2,000 characters).
[screenshot: the stock adjustment form with type and lines]
- Add at least one line: pick the Product (required) and enter a Quantity change (required, and it cannot be zero) — positive to add, negative to remove. You may set a Unit cost (optional, zero or more) so a brand-new product coming in has a value where there is no live weighted-average cost to draw from; it is ignored when a live cost already exists. Add a per-line Note if useful (up to 1,000 characters).
- Save, then have the adjustment confirmed to post it.
Transfer stock
- Go to Supply Chain → Transfers and start a new transfer.
- Set the data scope (required), then choose the From warehouse and To warehouse (both required — they must be different) and the Transfer date (required). Add Notes if useful (up to 2,000 characters).
[screenshot: the stock transfer form with from and to warehouses]
- Add at least one line: pick the Product (required), enter a Quantity (required, greater than zero) and an optional Note (up to 1,000 characters).
- Save, then have the transfer confirmed.
Result
An adjustment moves your on-hand quantity by the recorded delta and posts the value change. A transfer takes stock out of the source warehouse and into the destination, keeping the total unchanged while balances move.