Stock adjustments

Stock adjustments

Stock adjustments let you correct on-hand quantities when reality does not match the system: shrinkage, damage, found stock, giveaways, and other one-off changes. You can adjust a single variant on the spot, or build a multi-line document that applies many changes at one location together. Every adjustment syncs to Shopify and is recorded for your audit trail.
Stock adjustments require the Warehouse permission. If you cannot see the adjust actions or the Adjustments page, ask an admin to grant it.

Two ways to adjust stock

  • Single-item adjust: change one variant's quantity at one location, straight from the product. Best for a quick, one-off fix.
  • Multi-line adjustment document: one document that applies many per-variant changes at a single location at once, with an optional reference number, employee, and notes. Best for a counted batch of corrections you want to record together.
Both use the same set of reasons and both sync each change to Shopify.

Adjust a single variant

    Open the product, then the variant you want to correct.
    Choose the per-location Adjust action for the location whose stock is wrong.
    Pick how to change the quantity: set it to an exact number, add units, or subtract units.
    Choose a reason (a built-in category or one of your custom reasons).
    Optionally add notes for context.
    Apply the change.
The variant's on-hand quantity at that location updates, and the change is sent to Shopify like any other inventory movement.

Create a multi-line adjustment document

Use this when you need to correct several variants at the same location in one pass.
    Go to Catalog → Adjustments.
    Pick the location the adjustment applies to (one document covers one location).
    Pick one reason for the whole document (a built-in category or a custom reason).
    Optionally record a Ref. No (reference number), an employee , and notes .
    Search for and add the product variants you need, one line each.
    Enter a signed quantity for each line: a positive number adds units, a negative number subtracts them.
    Submit the lines together.

Reading the result

After you submit, a result panel shows the outcome of every line:
  • Each line is marked applied or failed .
  • Each line shows its previous quantity and new quantity so you can confirm the effect at a glance.
Adjustments are best-effort: a line that cannot be applied fails on its own without blocking the rest. If a line fails, the others still go through, and the panel makes the partial failure visible so you know exactly what to retry.
Submitting is safe to retry. Each line is idempotent, so re-running an adjustment will not double-apply the ones that already succeeded.

Reasons and where units go

Every adjustment needs a reason, and the reason decides where the units land:
  • A damaged reason routes the units to the damaged pool (not sellable stock).
  • All other reasons route the units to available stock.
Reasons are either built-in categories or your own custom reasons. Custom reasons are labels you define (for example "Water damage", "Trade-show giveaway", or "Shrinkage") that map to a fixed built-in category. The label is cosmetic; the category is what drives the pool routing and report bucketing.

Configuring adjustment reasons

Custom reasons are managed in Settings → Adjustment Reasons.
  • Create a reason by giving it a label and choosing its behavioral category.
  • The category is set at creation and cannot be changed afterward. To change behavior, archive the reason and create a new one.
  • Reasons can be archived (hidden from the adjustment pickers but kept for history); they are never hard-deleted.
  • Your custom reasons appear in both the single-item Adjust dialog and the multi-line Adjustments document.
Managing adjustment reasons also requires the Warehouse permission.

What gets recorded

Every adjustment change is captured for auditing and for correct costing:
  • Each change syncs to Shopify , just like any other inventory movement.
  • Each change records a write-off cost snapshot so the cost impact of the change is preserved in the audit trail.
  • Every multi-line document gets its own number and a detail page.

Editing a document after it is created

On a document's detail page you can update its context later: the Ref. No, employee, reason, and notes remain editable.
The per-line quantities stay locked as a historical record. The numbers you submitted are the audit trail, so they are not editable after the fact. If you need a different quantity change, create a new adjustment.

Need help?

If you have questions or run into trouble, reach out to  our support team .