Adding and Editing Inventory Balances Manually

In Pavilion, inventory adjustments can be made automatically through B2B or B2C operations, such as sales and returns. However, users can manually add or edit adjustments to correct quantities, update inventory balances, and reflect any physical changes to items.

⚠️ Automatic adjustments generated by Pavilion cannot be edited.

💡 Adjustments might affect Store Balances (see Inventory Balances )

Adjustment Types

Adjustment Type	Behaviour	Can be added manually	Note
Purchase	Adjusts the Owned quantity	✅	It is automatically added when a new In Stock item is created or a memoed item is purchased.
Trade-In	Adjusts the Owned quantity	✅	It is automatically added when a new trade-in item is created.
Return to Vendor	Adjusts the Owned quantity	✅	It is used to manually adjust quantities in cases such as returning an item to the vendor or returning a memoed item to the vendor.
Memo In	Adjusts the Memo In quantity	✅	It is automatically added when a new In Stock item is created with a “Memo” flag checked
Memo Out	Adjusts the Memo Out quantity	✅	It is automatically added when the B2B Memo document is posted
Memo Out Return	Adjusts Memo Out quantity	✅	It is used to manually adjust quantities when returning a Memo Out item.
Sale	Adjusts Owned and On Memo quantity	✅	It is automatically added during sales and when the order is finalized.
Sale Return	Adjusts the Owned quantity	✅	It is automatically added during sales and when order related item is returned.
Lost	When adjustment quantity is a positive number, it increases number of owned items. Otherwise, owned pieces are consumed before pieces on memo.	✅	It is used to manually adjust quantities during the inventory process when an item is lost.
Found	When the adjustment quantity is a negative number, it decreases the number of owned items.	✅	It is used to manually adjust quantities during the inventory process when an item is found.
Scrap	When adjustment quantity is a positive number, it increases number of owned items. Otherwise, owned pieces are consumed before pieces on memo.	✅	It is used to manually adjust quantities during the inventory process when an item is scrapped.
Reserve	Adjusts the available quantity without changing the on-hand quantity	❌	It is automatically created when an item is a part of any unfinished order or when item is used as a reference for a job.

Adding Adjustments to your Inventory Item

1. Navigate to the specific Inventory Item you would like to access. Proceed to the Activity tab.

2. Click on the + Adjust button to add a new adjustment.

3. Select your preferred type of manual adjustment in the Operation dropdown menu.

4. Ensure that the date and time settings correspond to your preferences. The Date and Time are preset to your current timezone by default.

5. Enter the Price for an adjustment.

6. Search for and select your vendor or customer in the Vendor / Customer field.

7. Enter the Qty number.

8. If needed, you can add extra information into the Document / Note field. Make sure that all the information is correct, and then click on the Save button.

9. If an Inventory Item has a Multi Quantity Pricing Model, you can select the Store and Location.

Create a Purchase adjustment and select the specific store and location where you want to add the item. Then, select a Store and Location, click Save.

10. If you purchased an Item to multiple stores, use the Choose Store dropdown menu to filter and view adjustments for a specific store.

Editing Added Manual Adjustments

1. Proceed to the Inventory Item record and navigate to the Activity tab. Select the manual adjustment that you want to edit and click on the arrow button.