How do I adjust inventory through Inventory Adjustment?

Inventory Adjustment

Inventory adjustments are increases, decreases, and revaluations made in inventory to account for theft, loss, breakages, and errors in the amount or number of items received.

RepairDesk doesn’t let you enter a transaction if your inventory item's quantity or value falls below zero. You may need to make an adjustment in this situation. Additionally, you may need to adjust inventory following an inventory count.

  • If you adjust an inventory item's quantity, the total value will be automatically adjusted.
  • If you need to decrease an inventory item's quantity and its value, do the 'decrease quantity' adjustment first, then the revaluation adjustment.
  • If you want to change something else about the tracked inventory item, for example, its description or price, edit the item instead.

Click to know How to add inventory item.

How it works

If you want to add inventory or decrease inventory you need to follow these simple steps:

1

Go to Home > Manage Inventory > Product

Manage Inventory Product
2

Click on three dots icon and select Add Stock.

Add Stock
3

Alternatively, click On-Hand or Unit Cost field to open the adjustment window.

Adjustment Window
4

Choose the adjustment type: Increase Stock, Decrease Stock, or Revalue Cost.

CASE 1: INCREASE IN QUANTITY

1

Select Increase Stock. Enter the quantity and cost price. Notes are optional.

Increase Stock
2

Click Review Adjustment to verify, then Post Adjustment.

Review Adjustment

CASE 2: NEGATIVE ADJUSTMENT

1

Use when items are lost or broken. Cost will be auto-applied based on selected valuation method (e.g., LIFO). Notes are optional.

Negative Adjustment
2

Click Review Adjustment then Post or go back.

Post Adjustment

CASE 3: REVALUATION

1

Use when you need to change the cost of all units of an item. Only cost can be added, applicable across all valuation methods.

Revaluation
2

Click Review Adjustment, then Post Adjustment or Go Back.

Post Revaluation

Note: In case of inventory count, adjustments will be automatically posted. See inventory count guide.

Report for Inventory Adjustment

1

Reports > Inventory Adjustment Report

Inventory Adjustment Report
2

Click View to inquire details.

Adjustment Details

FAQs:

How inventory adjustment is carried in case of inventory upload?
Inventory import process will be the same , in order to know click on import process . But the upload sheet is update as per adjustment . you need to consider following things while importing inventory.
1. Add new quantity in "new adjusted quantity"
2. Add new adjusted cost 
3. Add valuation method, if not added system will automatically mark that item as weighted average.

How do I perform a decrease stock adjustment for serialized inventory products?

To decrease the quantity of a serialized product, follow these steps:

  1. Navigate to Inventory > Manage Inventory > Products

  2. Open the serialized product.

  3. In the Stock section, click the number shown under On-Hand Stock Quantity to initiate the adjustment.

  4. From the Adjustment Type dropdown, choose Decrease Stock.
    - You will see both serialized and non-serialized stock breakdowns if you have available stock that still need to be serialized.
    - Select the serial numbers you want to deduct from inventory.

  5. A summary window will appear showing the updated stock count. Click Post Adjustment to confirm and apply the changes.

  6. The On Hand quantity will update, and removed serials will be marked as Depreciated.


    How can I add adjustment from POS if the product is out of stock?
    You can simply add adjustment from POS, click on the item with zero stock upon clicking a pop will appear. You can only add a positive adjustment 
    Note: negative adjustments and revaluation are not allowed through POS.

    Can my on-hand inventory go negative?

    By default, no.
    The system automatically blocks sales of out-of-stock items. However, you can adjust your settings if you need to allow negative inventory.

    How It Works:

    • Default Setting (Disabled): The "Allow Keeping Negative On-hand Stock" rule is turned off by default. The system will block any transaction involving an out-of-stock item until the inventory is updated.

    • Allowing Negative Stock (Enabled): When turned on, the system will display an warning alert, but will allow you to select "Proceed Anyway" to complete the sale without updating stock.

    How to Change This Setting:

    1. Go to Settings > Inventory Configuration.

    2. Scroll to the Rules & Permissions section.

    3. Toggle "Allow Keeping Negative On-hand Stock" on or off based on your preference.