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How to Manually Adjust Inventory Products in Invent ERP?

Manual Inventory Adjustment lets you correct on-hand quantities by adding or removing units for specific products, locations, or batches. It’s used to record discrepancies from audits, returns, damages, or lost stock and capture the reason behind each change. Using Manual Inventory Adjustment in Invent ERP keeps counts and valuation accurate, simplifies audits and returns, and ensures reports and reordering run on reliable data.

Step-by-Step Process​

Step 1: Add a Stockable Product​

Navigate to your inventory module, then click on add in the top right corner to add a product.

Step 1 - Add Stockable Product

Step 2: Fill out Product Details​

Step 2 - Add Stockable Product

Step 3: Select Product Type​

Step 3 - Add Stockable Product

Step 7: Enter Quantity​

Step 2 - Create Purchase Order

Step 8: Create Product​

Step 8 - Create Purchase Order

Step 9: Select Purchase Orders​

After that is complete. In the top right click on all apps. Then go to your purchases module. You will arrive here, select purchase orders.

Step 9 - Create Purchase Order

Step 10: Create Purchase Order​

When you arrived to the purchase orders page, press on add in the top right corner and it will bring up this page, then simply begin filling out details.

Step 10 - Create Purchase Order

Step 11: Add Product to Purchase Order​

Select the product. Alongside the quantity you want. Then go ahead and create your purchase order.

Step 11 - Create Purchase Order

Step 12: Confirm Purchase Order​

Step 12 - Perform Inventory Adjustment

Step 13: Receive Products​

Step 13 - Perform Inventory Adjustment

Step 14: Set Quantities then Validate​

Make sure the demanded and done quantities match. When there is no difference and all is good, click on validate.

Step 14 - Perform Inventory Adjustment

Step 15: Head to Inventory Adjustments​

When that is done. Click on all apps in the top right corner. Then Select Inventory. You will arrive here, in the Inventory page. Select Operation then Inventory Adjustments.

Step 15 - Perform Inventory Adjustment

Step 16: Manually Adjust the Products​

Select the product to add a quantity. Add the counted quantity of the product. After that, press Save.

Step 16 - Perform Inventory Adjustment

Step 17: Apply Adjustment​

Apply the difference to ensure all products are accounted for. Then that's it!

Step 17 - Perform Inventory Adjustment

Notes & Tips​

  • Always double check counts for large or high-value adjustments to prevent errors or further issues in the future.
  • Choose the right unit of measure to ensure the unit matches how you stock and sell the products. When an inappropriate measure is used it can cause incorrect quantities, pricing errors, and reconciliation issues.

FAQ​

Q: What products do I add? Add any product that is relevant to your business and has the appropriate unit of measure.

Q: How do I know I have missing products? Check the difference between the order quantity and counted quantity in the inventory adjustments page to see if you have any missing products