Overview
Adjustments correct stock without a PO or SO — damage, theft, found inventory, or opening balances.
Where in the app: Operations → Adjustments
Open: Adjustments
Adjustment types
| Type | Use when |
|---|---|
| Create adjustment | Increase or decrease qty with reason code |
| Physical count | Set absolute on-hand after wall-to-wall count |
| Set initial inventory | First-time setup per warehouse |
| Waste report | Job or shop waste with optional job link |
Each posts a transaction in Transaction History.
Create adjustment
- Select warehouse and component
- Enter quantity change (+ or −)
- Choose reason (damage, correction, etc.)
- Add notes
- Post — stock updates immediately
Initial setup wizard
For new inventory accounts, run Set initial inventory to bulk-enter starting quantities before going live with SO reservations.