Stock Adjustment#

Stock Adjustment (transaction type ADJ) is how you align your system balance with reality when the two diverge. Use it for:

• Physical stocktake corrections — you counted and found more (or less) than the system says
• Damage / pilferage write-offs — stock that exists on paper but not in the warehouse
• Found-stock entries — stock that exists in the warehouse but not on paper
• Valuation corrections — nudging the moving-average cost up or down (with zero qty impact)

Unlike Opening Stock, adjustments can be positive or negative on any line.

Rules#

• Mixed direction — each line can independently increase or decrease balance
• Ownership per line — with header ownership setting the default; override per line
• Requires strong controls — adjustments bypass GRN/SDN/PO gates, so submitting them is usually restricted to senior stores staff

Creating a stock adjustment#

1. Navigate to Inventory › Stock Adjustment
2. Click + New Stock Adjustment
3. Fill in the header
4. Add adjustment lines (positive to add stock, negative to reduce — Stock Adjustment is the one transaction that uses signed quantities directly).
5. Click Save as Draft — you land on the detail page.
6. On the detail page, review and click Submit for Approval to post to the stock ledger.

The create page only has Cancel and Save as Draft buttons; the Submit for Approval action lives on the detail page once the draft exists.

Header fields#

Line fields#

What rate is used#

This depends on direction:

Positive qty (adding stock)#

Neriyam uses the current balance average cost of that item in that warehouse. The new stock comes in at the existing rate, so the moving-average does not change — only the quantity does.

If the balance is zero (no prior stock), a positive adjustment requires a rate — you are effectively doing a mini opening stock on that line. Provide a rate that reflects the cost basis.

Negative qty (reducing stock)#

Neriyam consumes at the current balance average cost. No rate entry is needed — the system uses what it already knows.

Statuses#

Same as Opening Stock — D (Draft), S (Submitted), C (Cancelled). No approval step.

Cancelling an adjustment#

Cancelling posts a mirror reversal. Both postings remain visible on the stock ledger forever.

Typical scenarios#

Stocktake: you counted 48, system says 52#

Post an ADJ with quantity −4 on that item/warehouse. Remarks: "Stocktake Dec 2026 — 4 units short."

Found stock during housekeeping#

Post an ADJ with quantity +5 at the current average cost. Remarks: "Found on Rack 12, lot from 2025."

Damage in the stores#

Post an ADJ with negative qty for the damaged quantity. Remarks include the cause. If you want a separate audit trail for damaged/scrap stock, you can instead transfer it to a "Scrap" warehouse via a Stock Transfer before writing it off — that keeps the history cleaner.

Customer-supplied material damaged#

Set line ownership to the customer. The adjustment moves only their customer-owned balance — no impact on your valuation.

List page#

• Columns: Code/Ref, Posting Date, Item Count, Total Qty, Status
• Filter by date, status
• Row actions: View, Submit (Draft), Cancel (Submitted)

Permissions#

Related#

• Stock Transfer — move stock instead of adjusting
• Scrap Entry — the preferred way to write off with cause
• Stock Ledger — to audit an adjustment's impact
• Stock valuation

Validation rules#

A Stock Adjustment entry can only be created/submitted when these rules are met:

Item requirements

• All items must be stockable (is_stockable = true).

Quantity

• Positive or negative per line. Both directions can coexist in a single entry.
• Outbound (negative) lines must have available stock — the entry blocks if it would push a balance negative.

Ownership

• Per line: own or a specific customer. See Stock Ownership.

Approval state

• All items and customers must be Approved to be selectable.

If a rule is violated, submission fails with a specific error naming the line and the problem.