Adjustments and re-assignments

Three different jobs that are easy to confuse:

Use	When
Stock adjustment	The quantity of one item is wrong and you want to correct it.
Stock re-assignment	Stock of one item becomes another item — repacking, re-labelling, splitting a case.
Landed cost	Freight or duty needs adding to the cost of goods you have already received.

Stock adjustments

Where

Stock → Operations → Stock Adjustments

Plan

All plans

Permission

Inventory → Adjustment

How to correct one item’s quantity

1. Go to Stock → Operations → Stock Adjustments and click New adjustment.
2. Check the Location. It is filled in from the top bar.
3. Pick the Product — you can scan it — and the Variant if it has any. Leave the variant as Base product otherwise.
4. Current on-hand fills itself in. It is read-only.
5. Type the true figure into New on-hand.
6. Set the Adjustment date if it is not today. The calendar only offers the dates your dating window allows — five days back and one day ahead unless an administrator has changed it — so anything further out is greyed out rather than refused on save. See Document dates and how far they can move.
7. Type a Reason / comment. This is required, even though it does not look it.
8. Click Save.

That one click posts it — there is no separate Post step and no draft.

If you see “Approval may be required”, click Continue to submit it for approval.

An adjustment corrects one item at one branch. There are no lines — to fix several items, make several adjustments.

Adjustments do not work offline

Unlike most stock screens, this one goes straight to the server. Offline you get an error and nothing is saved.

A status you may not recognise

An adjustment waiting for approval shows its status as inventory.enum.adjustStatus.pending_approval rather than readable text, and it is missing from the Status filter. It means waiting for a manager.

You type the new total, not the difference

The form shows the current figure and asks for the new on-hand quantity. You do not enter “+5” or “−3”; you enter what it should now be, and the system works out the rest.

Field
Branch, item, variant	Required (variant only if it has them)
Current on-hand	Filled in for you
New on-hand	Required
Date	Today by default; cannot be in the future
Reason	Required, free text up to 500 characters — there is no list of standard reasons

Saving posts it immediately — you do not manage a draft.

What posting does

Stock changes at that moment, a movement is written to the log, and the value difference is posted to an inventory gain or loss account against inventory. An increase creates new stock value; a decrease draws down what was there at its real cost.

A decrease that would push you below zero is refused, unless your branch’s negative-stock policy allows it. Posting into a locked inventory period is also refused.

An adjustment cannot be undone from the app

Reversing a posted adjustment exists in the system but there is no button for it on the adjustments screen — only a status badge that would show it. In practice a wrong adjustment is corrected by making another adjustment.

The approval warning can be wrong in both directions

Before you save, you may see “approval may be required”. That warning is based on the quantity you changed, while the real rule is based on the value. So you can be warned and then have it post straight through, or get no warning and find it parked waiting for someone.

If an adjustment seems not to have taken effect, check whether it is awaiting approval.

Stock re-assignments

Where

Stock → Operations → Stock Re-assignments

Plan

Growth and above

Permission

Inventory → Reassignment

How to break a case into singles

1. Go to Stock → Operations → Stock Re-assignments and click New Reassignment.
2. Pick the From Product — the case. Only stock the branch actually holds is offered.
3. Set From Quantity to 1.
4. Pick the To Product — the single.
5. Set To Quantity to 12.
6. Set the Reassignment Date if it is not today.
7. Click Save.

Nothing checks your arithmetic

The two quantities are completely independent. Type 1 case in and 120 singles out and the system will do exactly that, inventing 108 units of stock out of nothing.

There is also no row menu on this screen at all — no view, no edit, no delete, no cancel. A mistake can only be corrected by making the opposite re-assignment.

Read both numbers back before you save.

A re-assignment converts stock of one item into another at the same branch — break a case into singles, move stock from a retail code to a wholesale one, re-label something.

You give a from-item and quantity, and a to-item and quantity. The two quantities do not have to match — that is what makes repacking work: one case in, twelve units out.

The cost follows the goods. Whatever the outgoing stock was worth is spread across the units you receive, so your total stock value does not change.

Re-assignments are permanent and have no reason field

There is no edit, no delete and no cancel — once made, a re-assignment stands. The only way back is to create the opposite one.

Unlike an adjustment, there is also no reason or comment field at all, so nothing on the record says why it happened.

A re-assignment is refused if the source does not have enough available stock, unless the branch’s negative-stock policy permits it. Because it carries no money value, a value-threshold approval rule can never catch one — only a rule that always requires approval.

Landed costs

Where

Stock → Operations → Landed Costs

Plan

Enterprise and above

Permission

Inventory → Landed Cost

How to add freight to goods you received

1. Go to Stock → Operations → Landed Costs and click New landed cost.
2. Type a Number. This is not generated for you and it is required.
3. Set the Cost date and pick the Allocation method — usually By value.
4. A blank Charge card is already waiting. Set its Charge type (Freight, Duty, Insurance, Handling, Customs clearance, Broker fee, Inland transport, Storage or Other) and the Amount. Add the Supplier and Vendor invoice if you have them.
5. Click Add charge for each further charge.
6. Under Allocations, click Add allocation, choose the Source document type and paste its Source document ID.
7. Click Save draft.
8. Back on the list, open the row menu and click Allocate.

Allocate happens instantly with no confirmation

One click and it is done — there is no “are you sure?”, and an allocated landed cost cannot be reversed from anywhere in the app. Check the figures on the draft before you click it.

Landed costs spread freight, duty, insurance, handling, customs, broker fees, storage or inland transport onto goods you have received, so your stock is valued at what it really cost you.

Build the document with its charge lines, then add allocations — which received documents the charges should spread across.

You have to type the document ID by hand

There is no picker for the purchase document. You must paste in its identifier, which means finding it first.

Choose how the charges are spread:

Method	Spreads by
By value	The value of what was received — the usual choice
By quantity	The number of units
By weight	Behaves exactly like by quantity — item weight is not recorded anywhere yet
Manual	Amounts you enter, which must add up to the total exactly

Allocate applies it: each item’s unit cost goes up by its share, and that higher cost is what comes out when the stock is eventually sold. The accounting entry debits inventory and credits landed cost clearing.

Only a draft can be edited, deleted or allocated. Once allocated the document is read-only.

An allocated landed cost cannot be reversed from the app

Reversal exists in the system, but there is no Reverse button on any screen — “reversed” appears only as a filter option. Check the figures before allocating.

Not built yet

Stock Putaway and Stock Postings appear in the menu but open placeholders. Putaway has nothing behind it at all; Stock Postings has a complete engine that no screen reaches.

Related

• Stock counts — correcting many items at once
• Approvals