Skip to main content

How to create a stock adjustment

Learn how to create a stock adjustment in Katana, optimizing inventory accuracy.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated yesterday

Stock adjustments in Katana are used to manually increase or decrease inventory levels for your products or materials. This helps ensure your digital inventory matches your physical stock, whether you’re recording initial inventory, correcting errors, or accounting for damaged/lost items.


When to use stock adjustments

You can create stock adjustments in situations such as:

  • Adding initial stock levels

  • Manually correcting discrepancies after finding damaged or missing items

  • Making one-time changes outside of regular stock movements


Creating a stock adjustment

Using the quick-add option to create a stock adjustment
  1. Click the global + icon in the top navigation bar.

  2. Choose + Stock adjustment from the dropdown.

This will open a Stock Adjustment card.


Fields in the Stock Adjustment Card

Field

Description

Stock adjustment #

Auto-generated ID (e.g., SA-1, SA-2). You can edit it manually.

Reason

Optional field to describe why the adjustment is being made (e.g., “Damaged during transport”).

Item

Select an existing product or material variant. Or, type a new name and choose to create it as a product or material.

Quantity

Enter the number of units to adjust. Use positive numbers to increase stock and negative numbers to decrease it.

Cost per unit

Defaulted to the Average cost from your inventory. If current stock is zero, the value defaults to 0. You can manually override it.

Note: For negative adjustments, the cost is locked to the current Average cost.

Products and materials can both be added to the same stock adjustment.


Final tips

  • Each line item in the adjustment should reflect a single product/material and its quantity change.

  • After saving, Katana records the adjustment and updates inventory accordingly.


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

Did this answer your question?