Manual Stock Adjustments
Add or remove stock for damage, recounts, pre-existing inventory, or inter-project transfers.
- Open the actions menu (⋯) on a material's row → click Adjust Stock
- Choose direction: Stock In (add) or Stock Out (remove)
- Enter the quantity to adjust
- Enter a reason — this is mandatory for traceability
- Click Add Stock or Remove Stock — stock updates immediately
- Every adjustment is logged with date, user, quantity, direction, and reason
Full Guide
When to Use Adjustments
Stock adjustments handle situations that don't fit the normal delivery/usage flow:
| Scenario | Direction | Example Reason |
|---|---|---|
| Material already on-site before tracking started | Add | "Pre-existing stock on site" |
| Material damaged or lost | Remove | "Damaged — monsoon exposure" |
| Physical recount doesn't match system | Add or Remove | "Recount correction — physical audit" |
| Transfer from another project | Add | "Transfer from Tower B project" |
| Transfer to another project | Remove | "Transferred to Highway project" |
| Returned to vendor | Remove | "Returned — specification rejected" |
| Found additional stock | Add | "Located additional stock in Warehouse B" |
The Adjust Stock Dialog
| Field | Required | Description |
|---|---|---|
| Material | Yes | Pre-selected if opened from a material's actions menu |
| Direction | Yes | Stock In (increases stock) or Stock Out (decreases stock) |
| Quantity | Yes | Amount to add or remove (in the material's unit). A removal can't be more than the current stock — if it is, the dialog stays open with the reason |
| Reason | Yes | Why you're making this adjustment (max 500 chars) |
Writing Good Reasons
Be Specific
The reason field is mandatory because every stock adjustment needs to be explainable in an audit:
- Good: "Damaged — 3 bags cement exposed to rain on 15 May"
- Bad: "Adjustment"
- Good: "Recount correction — physical count was 45 m³, system showed 42 m³"
- Bad: "Wrong number"
Adjustment vs. Usage Logging
Use the right tool for the situation:
| Use Log Usage when | Use Adjust Stock when |
|---|---|
| Material was consumed during work | Stock changed for non-consumption reasons |
| You have a specific date and activity | The change is a correction or transfer |
| The consumption should show in usage reports | The change shouldn't look like consumption |
Audit Trail
Full Traceability
Every adjustment is recorded in the material's detail page under the Adjustments tab:
- Date of the adjustment
- User who made it
- Direction (add or remove)
- Quantity adjusted
- Reason provided
Adjustments cannot be edited or deleted after saving.
Related
- Stock Tracking — How adjustments affect the stock formula
- Usage Logging — When to log usage instead
- Inventory Overview — Back to the main guide
Questions
Can I undo an adjustment?
Not directly: adjustments can't be edited or deleted. Make one in the opposite direction, and say in the reason which entry it corrects.
Can I backdate an adjustment?
No. There's no date field, so an adjustment is dated the day you save it. Put the real date in the reason, for example "Recount on 12 Sep".
How do I move material to another project?
Record a Stock Out (remove) on this project and a Stock In (add) on the other, with the same reason on both. The two aren't linked, and the cost doesn't move: adjustments never change Total Cost.
Why was my stock adjustment refused?
The message says why. Usually you tried to remove more than is in stock, which isn't allowed, or your role doesn't allow stock changes. The dialog stays open with the reason, so you can correct the quantity.