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Incoming variant for manual merge.

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title: ‘Inventory Adjustments’ description: ‘How to make inventory adjustments and corrections’ audience: ‘user’ scope: ‘Tenant platform only; excludes SuperAdmin’

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Inventory Adjustments

Inventory adjustments correct discrepancies between system inventory and physical inventory.

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Creating an Adjustment

  1. Navigate to Run → Adjustments
  2. Click Create Adjustment
  3. Select:
    • Location: Where the adjustment occurs
    • Product: Product to adjust
    • Adjustment Type: Increase or decrease
    • Quantity: Amount to adjust
    • Reason Code: Reason for adjustment (industry-pack specific)

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Adjustment Types

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Increase

Add inventory to the system:
  • Found Inventory: Physical inventory found but not in system
  • Return to Stock: Returned items added back to inventory
  • Correction: System count was too low

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Decrease

Remove inventory from the system:
  • Shrink: Inventory loss (retail)
  • Damage: Damaged items removed
  • Expired: Expired items removed (Healthcare, Food & Beverage)
  • Correction: System count was too high

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Reason Codes

Reason codes are industry-pack specific: Healthcare:
  • PATIENT_DISPENSE
  • EXPIRED
  • DAMAGE
  • RECALL
Retail:
  • SHRINK
  • CUSTOMER_RETURN
  • DAMAGE
  • THEFT
Manufacturing:
  • WO_ISSUE
  • REWORK
  • SCRAP
  • DAMAGE

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Adjustment Workflow

  1. Create: Enter adjustment details
  2. Review: Review before applying
  3. Approve: Approval may be required (configurable)
  4. Apply: Adjustment is applied to inventory
  5. Audit: Adjustment is logged for audit trail

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Permissions & Roles

Making adjustments requires inventory management permissions. Some adjustments may require approval. Contact your organization administrator for details.