Create an Adjustment

Steps

1. Go to Adjustments and select your location
2. Click New adjustment
3. Select the item to adjust (search by SKU or name)
4. Enter the quantity delta — the change in stock:
   • Use a positive number to increase stock (e.g. +5 if 5 items were found)
   • Use a negative number to decrease stock (e.g. -3 if 3 items are damaged)
5. Select a reason from the dropdown
6. Add a note explaining the situation (required when submitting)
7. Choose to either:
   • Save as draft — come back and edit later
   • Submit — send directly for approval

Draft vs Submit

	Draft	Submit
Saved?	Yes	Yes
Visible to manager?	No (only you)	Yes
Can be edited?	Yes	No
Can be submitted?	Yes	—

Notes

• You can only create adjustments for items that exist at your location
• The adjustment does not change stock immediately — it only changes stock after a manager approves it
• Once submitted, you cannot edit or withdraw the adjustment; contact your manager

Editing a draft

Go to Adjustments, find your draft, and click Details. You can edit the item, quantity, reason, and note, or submit it for approval.