2.0 Create Stock Adjustment

2.1 Please click the ‘+’ button to add a new stock adjustment.

StockAdjustmentListing 1

2.2 In the Main Tab

Please fill up the compulsory (*) information for creating the stock adjustment. Compulsory Information:

  • Branch - Add new branch in Organization Applet

  • Location - Add new location in Organization Applet

  • Transaction Date - Will default put current date

  • Other fields are optional:

    • Reference

    • Remarks

CreateStockAdjustment Main 1
CreateStockAdjustment Main 2

2.2.1 In the Line Items Tab

2.2.1.1 Please click the ‘+’ button to add a new line item.

CreateStockAdjustment LineItems 1

2.2.2.2 Select Inventory Item

  • Please click on the item that you want to add.

  • All the Inventory Items are created from the Inv Item Maintenance Applet.

SelectInventoryItem
2.2.2.3 In the Main Tab of Inventory Item Details
  • After clicking on an item, the details of the selected Inventory Item will be displayed.

    • Item Code

    • Item Name

    • Inventory Type

    • Base UOM

  • All fields are not editable.

InventoryItemDetails Main
2.2.2.4 In the Stock Adjustment Tab of Inventory Item Details
  • Users can click on the Quantity field to increase or decrease the quantity of the selected item.

  • Other Fields are not editable except for “Remarks”.

  • After you have confirmed the quantity, please click on the Add Button to add the quantity to the selected item.

InventoryItemDetails StockAdjustment 1
InventoryItemDetails StockAdjustment 2
  • Selected Item and Quantity will show as a new row in the Line Items Tab.

  • Please click on the “Create” button for creating Stock Adjustment.

CreateStockAdjustment LineItems 2
2.2.3.5 Change Posting Status
  • After creating the Stock Adjustment, the Posting Status will show as DRAFT.

  • You can click on the “tick” box and click on the FINAL button to make the Posting Status from DRAFT to FINAL.

  • The Posting Status has changed to FINAL.

StockAdjustmentListing PostingStatus 1
StockAdjustmentListing PostingStatus 2