A stock adjustment is an operation that allows you to manually correct the inventory of a warehouse when the stock recorded in the system does not match the actual physical stock. It is used to add or subtract units of an item without the need to generate a work order or a material requisition.
In the Fracttal warehouse module, you can make different types of adjustments to the item stock. Below, we show you what they are:
Initial Inventory: This corresponds to the warehouse’s initial movement, where the first historical record of movements in the warehouse is established and registered. Ideally, this is the stage where you should perform the bulk import of resources via Excel spreadsheets, since this import can only be done once, just like the initial inventory (these processes can only be executed once in the system, before any movement is registered in the warehouse).
Inventory Adjustment: Type of movement that allows adjustments to both the cost and quantities existing in the warehouse.
Physical Inventory Count: Type of movement that allows adjustments only in quantities, without being able to modify the average unit cost of existing items.
Note: The unit costs of items in warehouses are valued using the average entry costs.
Step by Step
1. Access the Warehouse
Go to Warehouses > Warehouse List and select the warehouse where you want to make the adjustment.
2. Open the Inventory and Locate the Item to Adjust
Within the warehouse, go to the Inventory tab. You will see the list of items associated with their current stock.
3. Access the Adjustment Option
Click on the options icon (⋮) of the item and select Adjust Stock.
4. Complete the Adjustment Form
A form will open with the following fields:
Enter the data or modifications you want to make to the stock.
5. Save the Adjustment
Click Save. The system will immediately update the item’s stock and record the movement in the warehouse history.