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Restock and Adjust Inventory

Update stock quantities when new materials arrive or when you need to correct discrepancies between physical and recorded inventory.

Before You Start​

  • You need access to the Inventory module
  • The inventory item must already exist

Understanding Restock vs. Adjust​

ActionUse WhenExample
RestockNew inventory has been receivedShipment of 50 new filters arrived
AdjustPhysical count doesn't match recorded stockCount shows 23 units but system shows 25

Steps​

Step 1: Find the inventory item​

  1. Click Inventory in the left navigation bar
  2. Search or browse to find the item you need to update
  3. Click on the item card to open the detail view

[Screenshot: Inventory detail view with Restock button visible]

Step 2: Click Restock​

  1. In the detail view, click Restock
  2. A dialog opens with stock update options

Step 3: Choose the update type​

For new inventory received:

  1. Select Restock
  2. Enter the quantity received
  3. The system adds this amount to the current stock

For correcting discrepancies:

  1. Select Adjust
  2. Enter the correct total quantity
  3. The system updates stock to match your count

[Screenshot: Restock dialog showing Restock and Adjust options]

Step 4: Save the update​

  1. Click Submit to save the changes
  2. The stock level updates immediately
  3. The change is recorded in the activity history

Example Scenarios​

Scenario 1: Receiving a Shipment​

Current stock: 15 units Received: 50 units

  1. Open the inventory item
  2. Click Restock
  3. Select Restock
  4. Enter: 50
  5. Submit

Result: Stock updates to 65 units

Scenario 2: Correcting After Physical Count​

Recorded stock: 42 units Physical count: 38 units

  1. Open the inventory item
  2. Click Restock
  3. Select Adjust
  4. Enter: 38
  5. Submit

Result: Stock updates to 38 units (discrepancy logged in history)

Tips​

  • Perform regular physical counts to catch discrepancies early
  • Add comments when adjusting to explain the reason for the discrepancy
  • Restock promptly when shipments arrive to keep records accurate
  • Review the activity history if stock discrepancies occur frequently — it may indicate a tracking issue

Activity History​

All stock changes are logged in the Activity section with:

  • Type of change (restock or adjustment)
  • Previous and new quantities
  • Date and time
  • User who made the change

This provides full traceability for audits and investigations.