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How to create a stock adjustment
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 over a week ago

Creating a stock adjustment in Katana involves adding or removing stock quantities to align inventory records with physical counts. This article guides you through initiating a stock adjustment, selecting specific items for adjustment, and specifying the adjustment quantity and cost.

Create a new Stock adjustment by clicking on the global + sign and selecting + Stock adjustment.

Quick-add option for a 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. Example: SA-1, SA-2.

Reason - Why the stock adjustment was created. A descriptive field for easier identification of stock adjustments.

*Item - Select the product or material variant that you want to add to the stock adjustment. 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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