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Use a stock adjustment to manually add or subtract inventory from a stock site. You might perform a stock adjustment for any of the following reasons:

#1 Item count is wrong - Before entering stock adjustments to correct inaccurate inventory, be sure all purchase orders and inter-company purchase orders have been completed for that item and all customer orders have been delivered and invoiced.

#2 Items are received for free from a vendor or items are used for internal purposes, such as cooking demonstrations or chemicals for demo spas.

How is cost assigned to a stock adjustment?

Evosus assigns cost to the item automatically when adding or subtracting inventory, but the cost used is different depending on an increase or decrease of inventory.

 - Adding Inventory: The current default vendor cost for the item is used; however, you have the option to enter a new cost or select from the current valuation cost, last purchase cost or default vendor cost.

 - Subtracting Inventory: Current valuation cost for the item is used (average cost, LIFO or FIFO cost). This cannot be changed. NOTE: Stock Adjustments to reduce quantity on hand cannot be performed if the adjustment will cause quantity on hand to go negative.

Step by Step:

Create stock adjustment

Before creating an adjustment, review the quantity on hand information for each stock site displayed on the right of the screen to ensure you’re entering the adjustment for the correct stock site and quantity.

Step 1: Open the Adjustment tab of the Inventory Transactions tab. There are two ways to do this: Administration > Inventory > Stock Adjustments OR Inventory Tab > Open an Item > Right Click on a stock site > Select Stock Adjustment from the menu that appears.

Step 2: Item - Select the item.

 - Stock adjustments can only be created for Stock or Non-Stock items

 - You can only create a stock adjustment when the Sell This Item box is checked (Inventory > Open an item > Options tab). If the box is not checked, check the Sell This Item box, create the stock adjustment to remove quantity on hand, then uncheck the Sell This Item box.

Step 3: Stock Site - Select the stock site to adjust.

Step 4: Quantity - Input the stock adjustment amount

 - For example, if the current On Hand is 25 and it should be 19, enter -6.

 - You cannot create an adjustment that will result in a negative on hand quantity.

Step 5: (if adding inventory) Review the Unit Cost field.

 - If the unit cost is incorrect, click Edit Cost and enter a new cost. You can also click search to select a unit price option.

Step 6: Reason - Select a stock adjustment reason. Stock Adjustment Reasons not only describe why an adjustment occurred, but also dictate how the transaction will post to the general ledger.

Step 7: (optional) Comment - Enter additional information about why the stock adjustment occurred.

 - This text appears on the Data Entry Audit, General Ledger, Stock Adjustment History grid, Item Cost Log-In/Outs grid and the Serial Number Audit Log grid.

Step 8: Serial Number - If the item you’re adjusting is serial number enforced, you must manually enter a serial number if increasing quantity, or select an existing serial number when reducing quantity.

 - When creating stock adjustments for serialized items, you can only adjust quantity one at a time.

 - To enforce serial numbers, use the Enforce Serial Number Tracking - On Sale and Enforce Serial Number Tracking - On Receive boxes on the Item screen (Inventory > Open an item > Options tab).

Step 9: Review the quantity adjustment.  You can see current On Hand quantity, how much you’re adjusting and what the new quantity on hand will be.

Step 10: Click Save when complete to save the stock adjustment.

 - Entering multiple adjustments? - All fields are left populated except the item field.  When you’re done entering adjustments, you can review your work in the Adjustment History screen in the vertical menu to your left or click Exit Screen.

Security Permissions Required




Can Access Inventory Tree Branch

Stock Adjustment

Posting Details


Transaction Status



Adjustment - Add

Inventory Asset

Account Associated to Stock Adjustment Reason (Typically an Expense)

Adjustment - Subtract

Account Associated to Stock Adjustment Reason (Typically an Expense)

Inventory Asset

Related Reports

 - Stock Movement (Administration>Reports>Inventory>Items>Stock Movement): Analyze the stock movement of an item for a period of time.  Transactions include stock adjustments, stock transfers, purchase orders, ICPOs, sales, service and return invoices and RGAs.

 - Data Entry Audit Log (Administration>Reports>Executive Summary>Data Entry Audit): Detail of transactions that have occurred in Evosus by date and employee. Transactions include stock adjustments, stock transfers, AP transactions, AR transactions, lead entry, journal entries, maintenance contracts and more.