The Stock Adjustment section of a Product is used for entering stock without a Purchase Order – for example when you first start using Workhorse you’ll probably already be holding stock that you need to enter into the system or, when you do a stock check you find you have more or less stock than you expected and need your system to record the difference.
Add a new Stock Adjustment
To add a Stock Adjustment, select + New.
Once you’ve made the Stock Adjustment, it will display on the Stock Adjustments area of the Products page.
Tax Rates field explanations
|Adjustment Date||Automatic||Defaults to today’s date and current time though this can be changed.|
|Stock Location||Y||Where are you holding this stock? If you only have one Stock Location it will default here, but if you have multiple you can select the one you need.|
|Starting Stock Quantity||Automatic||The amount of stock you are holding at this Stock Location before you make the adjustment.|
|Adjustment Quantity||Y||The amount of stock you’re adding or removing. If your stock balance is 10 and it should be 8, enter (-2) here.|
|New Stock Quantity||Automatic||Starting stock quantity +/- the adjustment.|
|Note||Y||Reason for adjustment.|
|Xero Ref||Automatic||Identifier of this adjustment in Xero.|