Stock Adjustments
The Stock Adjustment section of a Product or Assembly record allows you to manually adjust stock quantities. This is particularly useful when you initially begin using Workhorse, as you may already have existing stock that needs to be entered into the system. It can also be used during stock checks to correct stock levels as needed.
Note:
Most changes to stock quantities happen automatically when Products and Assemblies are added to stock (via Purchase Orders and Work Orders) or when Products, Kits, and Assemblies leave your business (via Customer Orders and Despatch Notes).
If you are moving stock from one Stock Location to another, see Stock Transfers.
Add a new Stock Adjustment
To add a Stock Adjustment, select + New.
Note:
If the Product or Assembly is serial number-controlled, additional fields will be displayed once you enter the Adjustment Quantity. Enter the serial number for each of the items being added to stock. To remove serial number-controlled items from stock, use the Written Off option on the S/N Inventory page.
If the Product or Assembly is batch-controlled, additional fields will be displayed. Enter the New Batch Number or select an Existing Batch for the items being added to or removed from stock.
After you have completed the Stock Adjustment, it will be visible in the Stock Adjustments section of the Products page.
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