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Inventory Adjustments

Adjustments are the audited way to correct a position’s on-hand count — after a cycle count, damage, a found carton, or any other discrepancy between the shelf and the system. Adjustments are proposed as a signed change, and depending on your permissions they either apply immediately or wait in an approval queue.

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How adjustments work

You always enter the difference you found — for example -2 or +5 — never a replacement count. The change that eventually lands is your delta applied to whatever on-hand is at approval time. This matters because stock keeps moving while a proposal waits: an absolute count captured at proposal time would silently discard everything that sold in between. Who can do what: See Roles & Permissions for how permissions are assigned.

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Proposing an adjustment

1

Open the adjustment dialog

On the Inventory tab, right-click the position’s row — or, in the pivoted-by-location view, the specific location’s cell — and choose Adjust on-hand…. The dialog title names the SKU and the warehouse so you can confirm exactly which position you are about to change.
2

Enter the change in on-hand

Type a signed, non-zero delta such as -2 or +5. Below the field, a preview shows the current on-hand and what it would become if applied now.
The preview is an estimate for orientation. The delta is re-applied against on-hand at approval time, so the final figure can differ if stock moves while the request waits.
3

Pick a reason

Choose one of: Got new inventory, Lost inventory, Cycle count correction, Damaged goods, Returns processed, Manual correction, or Other. A reason is required.
4

Add a note and the count time (optional)

Add a free-text note for context (for example, “water damage, back stockroom”). Set When was this counted? back if you counted earlier than now — the approver uses it to tell a miscount from stock that has since moved.
5

Submit

The submit button tells you what will happen:
  • Apply adjustment — you hold inventory:approve, so the change applies as soon as you submit it.
  • Submit for approval — the request goes to the approval queue. On-hand does not change until an approver resolves it.

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My requests tab

Users who can propose adjustments see a My requests tab on the Inventory Management page listing their own submissions, with: Statuses you may see: Waiting for approval, Approved, applying, Applied, Turned down, Could not be applied, and Expired.
A rejected request never becomes an inventory change, so it appears nowhere in the History feed. The approver’s note on the My requests tab is the only feedback you receive.

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Approvals tab

Users with inventory:approve see an Approvals tab: the queue of adjustment requests waiting for a decision, newest first. Each row shows the SKU, the proposed change, On hand now and After apply, who requested it and when, the reason, any note, and when the count was taken.
On hand now and After apply are read live when you view the queue, not frozen at submission — the preview reflects the shelf as it stands at the moment of decision.

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Approving

Click Approve to apply the request’s delta to current on-hand. If current on-hand cannot be read, the Approve button is disabled and its tooltip explains that the effect of approving cannot be shown yet — approving without the numbers would be a blind decision.

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Rejecting

Click Reject to turn a request down. A dialog asks for a note explaining the decision; on-hand is left untouched, and your note is the only feedback the requester sees, on their My requests tab. Rejecting stays available even when the on-hand preview fails, since it applies nothing.

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Best practices

Count the shelf, subtract what the system says, and enter that difference. Entering the shelf total as if it were a delta will double-count the position.
If the count happened this morning and you are submitting after lunch, set When was this counted? back. It is the approver’s main tool for separating a genuine miscount from stock that moved after the count.
A reason code plus a one-line note (“found a carton behind the racking”) resolves most requests without a follow-up conversation.
Your note is the only thing the requester sees when a request is turned down. “Recount please” beats silence — without it, the requester learns nothing.

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Troubleshooting

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I don’t see “Adjust on-hand…” in the context menu

Possible cause: Proposing adjustments requires the inventory:adjust permission. Solution: Ask your administrator to review your role. See Roles & Permissions.

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The submit button is rejecting my entry

Possible causes: The change must be a non-zero number (for example -2 or +5), and a reason must be chosen before submitting. Solution: Enter a signed, non-zero delta and pick a reason from the list.

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Approve is disabled on a request

Possible cause: Current on-hand for the position could not be read, so the After apply preview cannot be shown. Solution: Hover the button for the tooltip explanation and retry once inventory data loads. You can still Reject the request, since rejecting changes nothing.

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The applied amount differs from the dialog preview

Possible cause: The preview was computed against on-hand at proposal time; the delta is applied against on-hand at approval time, and stock moved in between. Solution: This is by design — the counted difference is preserved, not the projected total. Check the position in History to see the surrounding changes.

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Next Steps

Inventory Management

Return to current stock levels

Inventory History

See applied adjustments in the change feed

Roles & Permissions

Understand who can propose and approve

Transactions

Move stock with orders instead of adjustments