Adjustments

Inventory Adjustments are used to correct, update, or scrap stock quantities within your warehouse.
They help maintain accurate inventory levels, handle damaged goods, or adjust quantities during physical stock counts.

Use Case:
Adjustments are essential for keeping your stock records accurate and up to date. They allow users to manually increase, decrease, or remove quantities due to stock discrepancies, losses, or damages.

Quantities

Definition:
Quantity adjustments let you manually add, update, or correct product quantities in specific warehouse locations.

Use Case:
Used during physical inventory checks or when products are received or misplaced without a formal receipt or delivery record. It helps sync actual stock with the system.

Steps to Add Quantity

1. Navigate to Inventory → Operations → Adjustments → Quantities as shown below:

   

2. Fill in the following fields:

   • Location: Select the warehouse location where the product quantity needs to be updated (e.g., Stock, Input, Output, or Quality Control).
   • Product: Choose the product for which the quantity is being adjusted.
   • Package: Select the package type if the product is stored in a specific packaging (e.g., Box, Pallet, Carton).
   • Counted Quantity: Enter the actual quantity counted physically at the selected location.
   • Scheduled At: Specify the date and time when the adjustment should take effect. This helps in planning and scheduling inventory updates.

   

3. Action Buttons:

   • Create: Save and record the quantity adjustment.
   • Create & Create Another: Save and open a new form for additional adjustments.
   • Cancel: Exit without saving changes.

Scraps

Definition:
A Scrap represents the removal of damaged, expired, or unusable items from your inventory.
Scrapping ensures that these products are no longer counted as available stock.

Use Case:
Used when items become broken, defective, expired, or are returned in an unsellable condition. This prevents overreporting of usable stock and maintains accurate inventory valuation.

Steps to Create a New Scrap

1. Navigate to Inventory → Operations → Adjustments → Scraps as shown below:

   

2. Fill in the following details:

   • Product: Select the product being scrapped from inventory.
   • Package: Choose the packaging type if applicable (e.g., Carton, Box, Crate).
   • Quantity: Enter the number of items being scrapped.
   • Owner: Select the owner of the product, if the warehouse handles multiple ownerships (useful in multi-company setups).
   • Unit of Measure: Choose the measurement unit for the quantity being scrapped (e.g., Units, Kilograms, Dozens).
   • Source Location: Specify from where the products are being removed (e.g., Stock, Quality Control, Output).
   • Tags: Add identifying tags for better tracking or categorization (e.g., Damaged, Expired, Returned).
   • Scrap Location: Select the scrap location where the scrapped products will be stored (e.g., Scrap Area, Waste Section).
   • Source Document: Enter or link the document that led to the scrap (e.g., Sales Return, Production Order, or Manual Adjustment).
   • Company: Choose the company under which this scrap is recorded (in case of multi-company environments).

   

3. Action Buttons:

   • Create: Save and create the scrap record.
   • Create & Create Another: Save and open a new blank form.
   • Cancel: Discard and go back to the list view.

Scrap Workflow Actions

After creating a scrap record, you are redirected to the Scrap View Page, where you can perform the following actions:

• View: Review all scrap details and history.
• Edit: Modify scrap details while in draft state.
• Validate: Confirm the scrap; the record state changes from Draft → Done and the stock is updated automatically.
• Delete: Permanently remove the scrap record.
• Moves: Check the stock movement record created due to the scrap action.

Summary

The Adjustments feature in the Inventory module ensures that your warehouse stock remains accurate and up to date. It supports:

• Quantities: Add or update product quantities manually across different locations to fix discrepancies.
• Scraps: Remove damaged, expired, or unusable items from inventory to maintain clean and accurate stock data.

These operations help in maintaining inventory integrity, accurate reporting, and reliable product valuation across all warehouses.