The Stock Adjustments page provides an overview of the Stock Adjustments that have been created in your account, and allows you to create new adjustments or export the current view into a CSV, PDF, or XLSX format.
At the top of the Stock Adjustments page, there are two functional buttons available:
Export: Downloads the current view of the Stock Adjustments page in either a PDF, CSV, or XLSX format.
Add Adjustment: Opens the Add Stock Adjustment page, allowing you to create a new Stock Adjustment from scratch.
🤓Tip: Use the Export option in the Stock Adjustments page to review and report your Stock Adjustments, based on their Adjustment Reasons.
Review your Stock Adjustments
For an overview of the Stock Adjustments that have been created in your account, from the main menu select Inventory > Transactions > Stock Adjustments. You'll then be directed to a page that, by default, will list all Parked Stock Adjustments currently in your account, in descending Adjustment Number order.
Use the filter fields available at the top of the Stock Adjustments page, described in the table below, to specify which Stock Adjustments should be displayed, making it easier for you to review and update the Stock Adjustments that need it.
Stock Adjustments filter fields | Description |
Status | Use the drop-down menu to filter for Stock Adjustments by their current status. The Status drop-down menu includes the following options:
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Reason | Use the drop-down menu to filter for Stock Adjustments with the selected Adjustment Reason assigned. |
Warehouse | Use the drop-down menu to display Stock Adjustments for the selected warehouse. |
Stock Adjustment column descriptions
The fixed columns displayed in the Stock Adjustments page provide an overview of the Stock Adjustments that exist in your account. The details displayed per Stock Adjustment in the Stock Adjustments page are described in the table below.
Stock Adjustment column header | Description |
Adjustment No. | Displays the Stock Adjustment's unique transaction number. Click on a Stock Adjustment's Adjustment number to open it. |
Date | Displays the date the Stock Adjustment was created. |
Warehouse | Displays the warehouse the Stock Adjustment is allocated to. Click on the Stock Adjustment's warehouse to open the warehouse's settings. |
Status | Displays the Stock Adjustment's current status. |
Reason | Displays the Adjustment Reason allocated to the Stock Adjustment. |
Lines | Displays a total count of how many adjustments have been added to the Stock Adjustment. |
Total Adjustment Quantity | Displays a cumulative total of how many units of stock are being adjusted across all lines of the Stock Adjustment. |
Total Adjustment Value | Displays a cumulative total of how much stock value is being adjusted across all lines of the Stock Adjustment. |