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Creating a Stock adjustment
Creating a Stock adjustment

Some guidelines for creating Stock adjustments

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

You can create a new Stock adjustment by clicking on the global + sign and selecting + Stock adjustment.

At least one item has to be added to each Stock adjustment. Both products and materials can be added to Stock adjustments.

A Stock adjustment card includes the following fields:

*Stock adjustment # - A unique identifier for the Stock adjustment. This is auto-generated by Katana but can be manually edited if needed. Example: SA-1, SA-2.

Reason - A reason for creating the Stock adjustment. A descriptive field for better identification of Stock adjustments.

*Item - Select a product or material variant that you wish to add to the Stock adjustment. You can select existing items or create new ones by inserting the item name and selecting Create new "item name" from the drop-down. Afterward, select whether you want to create a product or a material and fill in the essential item info.

*Quantity - The amount you want to adjust the inventory level of for a selected item. Enter a positive number to increase or a negative number to decrease the quantity In stock. The Unit of measure can be edited on the product or material card.

*Cost per unit - the cost of the item per 1 unit. A default value is set to the current Average cost of the item in the Inventory. If the In stock quantity for the item is zero, then the default "Cost per unit" is set to 0. Can be manually edited for each item.

* = Required

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