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How to delete a stock adjustment

Delete a stock adjustment to remove it from the stock adjustments table and reverse any adjustments it made

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

Deleting a stock adjustment (SA) in Katana allows you to remove unwanted or erroneous inventory changes from your records.

Note: Deleting a stock adjustment doesn't delete stock.


Why delete a stock adjustment?

Stock adjustments in Katana are used to manually change your inventory levels. If a stock adjustment was created by mistake or contains incorrect data, you can delete it to:

  • Reverse inventory changes tied to that adjustment

  • Keep your records clean and accurate

  • Prevent future reporting discrepancies

Note: You cannot delete a stock adjustment if it falls within a closed inventory period.


How to delete a stock adjustment

Follow these steps to remove a stock adjustment:

  1. Navigate to the Stock screen

    • From the main menu, select Stock and then the Stock adjustments tab.

      Screenshot showing the stock adjustments tab inside the stock screen

  2. Find the stock adjustment you want to delete

    • Use the table to locate the adjustment. Click on it to open the Stock Adjustment card.

  3. Open the options menu

    • In the top-right corner of the Stock Adjustment card, click the More options menu (⋮).

  4. Select Delete

    • Choose Delete from the dropdown.

      Screenshot showing the delete option on a stock adjustment card

  5. Confirm deletion

    • A pop-up will appear. Click Yes to confirm.

    • The stock adjustment will be removed, and any changes made to inventory will be reversed automatically.

      Delete confirmation popup for a stock adjustment

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