Manual stock adjustments

To help you increase or decrease the goods you hold in stock, you can enter manual stock adjustments. It’s generally used to write-off damaged stock, or to adjust quantities after a stock take.

You can’t edit an adjustment if the item is marked as Inactive. You’ll need to first reactivate the item and then make the necessary changes.

To create a Manual Stock Adjustment

  • 1. Go to the Products & Services tab, then click the stock item you want to enter an adjustment for.
  • 2. Click Adjust Stock Level, then complete the following information:
Date * Enter the date for the adjustment.

Note: This date can’t be before your Year End Lockdown and must be after your Accounts Start Date.
Type * Select either Increase quantity or Decrease quantity.
Cost Price * This value defaults to the standard cost price of the stock you entered in Products & Services, but you can overwrite it here.

Note: This field only appears if you choose Type – Increase quantity, and it’s value must be greater than 0.00.
Quantity in Stock This field shows the current stock quantity and can’t be edited.
Increase by / Decrease by * Enter the quantity you want to adjust the stock by.

Note: This value must be greater than 0.00.
Reason Choose one for the following options:

* Stock take adjustment.
* Item returned.
* Other.

Tip If you choose Other, you can enter details up to 50 characters in length.
  • * These details are compulsory.
  • 3. Click Save.

Sage One automatically increases or decreases the quantity in stock. It also creates an Adjustment In or Adjustment Out transaction on the stock record.

To edit an existing Manual Stock Adjustment In

  • 1. Go to the Products & Services tab, then click the relevant stock item.
  • 2. Click the Adjustment In transaction you want to edit, then complete the following information:
Cost Price * This value defaults to the cost price entered on the original adjustment, but you can overwrite it here.

Note: The value must be greater than 0.00.
Increase by * Enter the quantity you want to adjust the stock by.

Note: This value must be greater than 0.00.
Reason Choose one for the following options:

* Stock take adjustment.
* Item returned.
* Other.

Tip If you choose Other, you can enter details up to 50 characters in length.
  • * These details are compulsory.
  • 3. Click Save.

To edit an existing Manual Stock Adjustment Out

  • 1. Go to the Products & Services tab, then click the relevant stock item.
  • 2. Click the Adjustment Out transaction you want to edit, then complete the following information:
Decrease by * Enter the quantity you want to adjust the stock by.

Note: This value must be greater than 0.00.
Reason Choose one for the following options:

* Stock take adjustment.
* Item returned.
* Other.

Tip If you choose Other, you can enter details up to 50 characters in length.
  • * These details are compulsory.
  • 3. Click Save.

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