Adjustment

Adjustment (inventory counting) is used to compare the system stock with the actual quantity in a warehouse.

Typical flow

Below is the recommended sequence of steps. It works both for a full warehouse adjustment (counting) and for counting a zone/bin.

1. Preparation
   • Define the scope: warehouse/zone/bin, item groups, whether you need lot/package accounting.
   • Fix the “snapshot” moment:
     • if possible, complete any open receipts/shipments/transfers for the selected location;
     • agree on operational rules for the counting period (e.g., do not post documents for that location, or record operations separately).
2. Create the document
   • Create an adjustment and specify the location.
   • If needed, set additional parameters (for example, enable lots).
3. Move to status In progress
   • Move the adjustment to In progress.
   • After that, use the selected counting method: via lists (see below) or manual entry.
4. Enter actual quantities
   • Fill in counted quantities for items.
   • If lot/serial accounting is enabled, enter quantities by lot.
   • If bin-level storage is used, make sure you enter quantities for the required zone/bin.
5. Review and reconcile
   • Check lines with zero/unexpected values.
   • If variances are large:
     • re-check units of measure;
     • verify that the selected location matches the physical one.
6. Generate variances
   • Calculate/generate variances (surplus/shortage).
   • If required, coordinate variances with the responsible person.
7. Complete
   • Complete the adjustment.
   • After completion, stock balances will be brought to the counted quantities (within the accounting rules of your configuration).

Adjustment lists

The system may use a separate “adjustment lists” mechanism:

• prepare the list of items to be counted;
• record counting results;
• transfer the results to the adjustment document.

Recommended approach:

1. Generate a list (by location/zone/bin, optionally with an item group filter).
2. Print/share the list with performers and capture counted quantities.
3. Upload/enter results into the list.
4. Transfer results to the adjustment document and follow “Review and reconcile” → “Generate variances” → “Complete”.

Typical problems

• Cannot complete — counted quantities are not filled in or variances are not calculated.
• Variances are too large — check units of measure and the selected location.