Adjust Stock & Read the Stock Card

Last updated: 2026-07-09 Summary:

A stock adjustment corrects your on-hand quantity and posts the matching journal entry for you.
Posting an adjustment is permanent — there is no unpost. Save it as a draft while you’re still checking.
The Movements list is the full inventory ledger; the Stock Card is one product’s history with a running balance.

These are advanced-inventory features. They need a plan that includes inventory tracking (Pro and above — see Pricing) and the inventory permissions. The product catalog itself is available on every plan; stock adjustments, movements, and the stock card are the part your plan unlocks.

Adjust stock after a count

Use an adjustment when the system quantity no longer matches reality — after a physical count, damage, loss, or theft.

Go to Inventory → Adjustments and click New Adjustment. (This needs the Adjust inventory permission, inventory:adjust.)
Fill in the adjustment details: the date (defaults to today), a reason (for example “Physical count”, “Damage”, “Theft”), and optional notes.
Add a line for each product you’re correcting. Pick the product and warehouse, then enter the new/changed quantity and the unit cost. Both product and warehouse are required on every line. You can also scan or type a SKU in the scanner field at the top to add a line quickly.
Review the GL routing preview. For any line that reduces stock, it shows exactly which account the write-off will post to and where that account came from — the product’s own mapping, your tenant default, or the system shrinkage account. If no write-off account is configured, it warns you here.
Save it:
- Save as Draft to keep working — nothing posts yet.
- Save & Post to commit it. You’ll confirm first, because posting updates quantities and writes the journal entry and cannot be undone.

A draft can be opened later and posted from its detail page. Posted (and existing) adjustments are view-only — to change a posted adjustment, post a new correcting one rather than editing the old.

What posts to the ledger

Nothing posts while an adjustment is a draft. On Post, the app updates the lot quantities, writes the movement rows, and creates one posted journal entry:

Reducing stock (write-off/shrinkage): debit the write-off/shrinkage expense, credit the inventory asset account.
Increasing stock (gain): debit the inventory asset account, credit the gain account.

Accounts are resolved in order — the product’s mapping first, then your tenant default, then the system fallback — which is what the GL routing preview shows you before you post.

Read the movements ledger

Inventory → Movements is the read-only ledger of every inventory transaction across all products and warehouses. You never edit here — receipts come from bills, issues from invoices, and adjustments from the flow above.

Filter by date range, product, warehouse, and movement type: Receipt, Issue, Adjustment, Return, or Transfer.
Columns show the date, product, a colour-coded type, the source-document reference (click it to open the bill, invoice, or adjustment behind the movement), and the quantity In, Out, unit cost, and total cost.
Export CSV downloads the full filtered result — the export isn’t limited to the page you’re looking at.

Read a product’s stock card

The Stock Card is one product’s movement history with a running balance. Open it from a product name in the Movements list, or from View Stock Card on an inventory product’s detail page.

The header shows the product’s current stock and its costing method (FIFO, LIFO, weighted average, or specific).
Filter by date range and warehouse. The table adds a running Balance column the movements list doesn’t have.
Expand the cost layers panel to see the remaining quantity and cost of each lot under the product’s costing method.
Export CSV here includes the running balance.

Where people get tripped up

Posting is permanent. There’s no unpost or reverse. Keep an adjustment as a draft until you’re sure, then post. To fix a posted one, add a correcting adjustment.
A line needs both a product and a warehouse. A partly filled line blocks the save; a completely empty row is ignored.
The Movements summary totals cover the current page only. The In/Out/Net Change figures under the table add up the rows currently shown, not the whole filtered set. For a complete total, use Export CSV — that covers everything matching your filters.
“Current stock” on the stock card is the product’s global quantity. It doesn’t shrink when you apply a warehouse filter — only the table and running balance re-scope to that warehouse.