Add or remove stock with Stock Adjustment

Stock Adjustment is where you change stock by hand: add new stock, remove damaged or lost items, or set the numbers from a shelf count. Every change is saved with a reason and a number, so you can always see who changed what.

What changes stock#

• Orders take stock out when they are created or confirmed, and put it back when cancelled or returned.
• Purchase orders add stock when you receive the goods, if your plan includes vendors and purchase orders.
• Stock Adjustment covers everything else.

Steps: add or remove stock#

7 steps · ~5 min

1. 1

   Step 1

   Go to Inventory → Stock Tools → Stock Adjustment. The Adjust tab opens.
2. 2

   Step 2

   Find the item with Search product or SKU…, or narrow the list with Filters (category, brand, stock level). A product with variations has one row per variation.
3. 3

   Step 3

   In Adjust by, click + or −, or type the number. New stock shows the result. You can change as many rows as you like before saving.
4. 4

   Step 4

   A save bar appears at the bottom. Choose the Reason for additions and/or Reason for removals.
5. 5

   Step 5

   If the reason needs one, click Add note and write a note.
6. 6

   Step 6

   Optional: click Review lines to check each change and add a note to a single line.
7. 7

   Step 7

   Click Save adjustment. Stock changes only when you save.

   Screenshotstock-adjustment-adjust-save-bar

To change many items by the same amount, tick them, enter the amount, and click Add to selected or Remove from selected. Turn on Changed only to see just the rows you changed.

Reasons#

• Other and Correction need a note.
• For Stock received / restock and Opening stock, Review lines also lets you enter a Unit cost (৳). Left empty, the product's cost price is used.
• If your plan includes vendors and purchase orders, Stock received / restock is not offered: receive new stock through a purchase order instead. Return to supplier appears only for these stores.

Steps: count your stock#

4 steps · ~3 min

1. 1

   Step 1

   Open the Count tab.
2. 2

   Step 2

   Type what you counted in Counted for each item. Difference shows how far it is from Expected.
3. 3

   Step 3

   Next to Record as, keep Stock count. Choose Opening stock only for first-time setup.
4. 4

   Step 4

   Click Apply count. The counted numbers become the new stock.

   Screenshotstock-adjustment-count-apply

If you change stock for more than 20 items, or an item differs by more than half, StoreLine asks you to confirm first. If stock changed while you were counting (for example, an order came in), you see Stock changed while you were counting. Click Review to check, or Save anyway to use your counted numbers.

History and reversing#

The History tab lists every adjustment and count, with its number, reason, who made it and when. Filter by type, direction (in / out), reason or date, and click a row to see its lines.

To undo an adjustment, open it and click Reverse…. The Adjust tab fills in the opposite changes with the reason Correction. Check them and click Save adjustment. Counts can't be reversed this way; make a new adjustment instead.

Stock Levels and Stock Tracker#

• Inventory → Stock Tools → Stock Levels shows what you have now: totals for Products, Units in stock, Low stock, Out of stock and Backorder, and a list you can filter by these. Low stock means at or below the product's low-stock alert level. Backorder means stock is below 0 (oversold). From a row's menu you can Adjust stock or open the Stock tracker.
• Inventory → Stock Tools → Stock Tracker shows where one product's stock went. Search a product or SKU and pick a date range. It shows Sold, Returned, Received, Adjustments (net) and On hand now, then every movement with its running balance. Use the Orders, Purchases and Adjustments tabs to narrow the list.

Tips#

FAQ#

Related articles#

• Buy stock with purchase orders
• Process an order
• Add a product (and variations)