Stock Adjustment

⭐ This is a premium feature. Please click here for more information.

The Adjust Stock function allows users to modify stock levels for specific stock items and batches. Adjustments might be required for consumption, disposal or corrections to reflect actual stock levels.

Main Adjust Stock Screen

Adjust Stock button

At the top of the Adjust Stock screen is the Adjust Stock   button.

Selecting this button opens the Adjust Stock form on another page.

All quantity changes are performed through this form.

Recent Adjustment History

Below the Adjust Stock button is the Recent Adjustment History table. This section displays adjustments performed within the last 7 days.

The following information is shown for each adjustment:

• Adjustment Type - Consumption, Disposal, Correction or Testing
• Reason - Explanation provided by the user via a drop down
• Stock Item - The item for which stock was adjusted
• Batch - Associated batch number
• Quantity added or removed - Indicates whether stock increased or decreased and how much by
• Date - When the adjustment occurred
• User - The user who performed the adjustment or submitted the results in testing

The history provides quick visibility into recent activity and helps track changes for auditing purposes.

Adjust Stock Form

When you click the Adjust Stock   button, the system opens a form used to perform the modification. Each adjustment is specific to a stock item and batch number.

Selecting a Stock Item and Batch Number

1. Choose the stock item from the drop down list.
2. Select the appropriate batch number from the drop down list.
   1. Only stock items with available batches will appear.
   2. Quantities shown represent the current stock level for that batch.

Once the item and batch are selected, the system enables adjustment options.

Adjustment Types

There are three main adjustment types available:

Consumption

Use the Consumption option when stock has been used during normal operations.

• Quantity to Consume - Enter the amount to remove.
• Reason - Required; explain why the stock was consumed.

The entered quantity is deducted from the batch.

Consumption adjustments help track material usage during laboratory or production activities.

Disposal

Use the Disposal option when stock must be discarded (e.g. expired, damaged, contaminated).

• Quantity to Dispose - Enter the amount to remove.
• Reason - Required; describe the reason for disposal.

The entered quantity is deducted from the batch.

Disposal adjustments ensure accurate reporting of remaining usable stock.

Correction

Use Correction when stock levels in the system do not match the physical count (e.g. counting errors, manual stock taking adjustments).

• Correction Type - Choose either Add or Remove.
  • Add increases batch quantity.
  • Remove decreases batch quantity.
• Quantity - Enter the amount to add or remove.
• Reason - Required; explain the discrepancy or issue being corrected.

Correction adjustments help to maintain accurate inventory when discrepancies are identified.

Completing the Adjustment

Once all required fields are entered:

1. Click the Adjust Stock  button.
2. The system will update the batch quantity and logs the adjustment in the Recent Adjustment History.

If the adjustment is successful, it will immediately appear in the Recent Adjustment History section on the main screen.