Stock adjustments and opening stock
Introduce opening quantities or document stock corrections through explicit adjustment records with warehouse, tracking and cost information.
Start with a stock position you can explain
Opening inventory should carry both quantity and valuation context. An adjustment records the products and physical stock locations being introduced, including relevant lots or serials. Preparing these details before daily operations gives later receipts, reservations and shipments a meaningful starting point instead of an unsupported number in a balance field.
Keep corrections visible in the history
Use adjustments for genuine inventory corrections, such as a reviewed physical-count difference. The document passes through the stock and valuation engine, rather than bypassing it by editing calculated balances. Notes and attachments help retain the operational explanation. Review the date, sign, quantity unit and cost before saving a stock-affecting correction.
What to know before you start
Adjustments are stock-affecting documents, not a shortcut for moving goods between bins or erasing transaction history. Use transfers for relocation and investigate financial consequences with your accountant.
Practical questions
Should I enter only the opening quantity?
No. Correct location, tracking, unit and cost information matters for later availability and valuation.
Can an adjustment replace a transfer?
Use the transfer workflow when the same goods move between locations. It preserves the paired source and destination history.
Continue the workflow
Stock counts and cycle counts
Compare counted stock with recorded quantities in a defined warehouse scope and document discrepancies instead of directly editing calculated stock balances.
Stock transfers
Move goods between warehouses or bins with paired source and destination movements, preserving quantities, product tracking and inventory value.
Inventory operations and valuation reports
Review open inventory work and stock value through supported operations and valuation reports, including warehouse, lot and serial perspectives.