Adjust stocks using inventory adjustments
Zenoti inventory allows you to manage stock damages, shrinkage, and spoilage by allowing you to adjust stock instantly to account for any damages, vendor frauds, free samples, or expired stock.
Note
All inventory adjustments are captured in a log and displayed in product transaction history and adjustments history.
Inventory adjustments are of two types:
Manual adjustments: You can create adjustments manually in case of damages, shrinkage, and spoilage.
Auto adjustments: Enable you to track fraudulent activities by viewing all audits for products that were reconciled. When audit reconciliations are performed with a difference in stock between the system values and audited values, auto adjustments are created and displayed in the adjustments report.
Important
Contact your administrator to set up the permissions for inventory adjustments.
View, add, and edit adjustments
At the center level, click the Inventory icon.
To access adjustments for retail or consumable products, depending on the type of product, navigate to Retail > Adjustments or Consumable > Adjustments.
Note
You can view this page at the organization level in read-only mode.
Caution
Existing financial and edit locks apply to all actions on this page.
Use filters such as Category, Sub-category, Reasons, Adjusted By, Source, and Product Name, Code or Barcode to view products belonging to specific categories or sub-categories.
You can also drag columns into the grouping area to group your data meaningfully.
Click Refresh.
Footer totals display cumulative amounts for all adjustments and per grouping when applied.
The following table describes the columns you see and actions you can perform:
Name
Description
Date
Date on which the adjustment was created
Product
Name of the product for which the stock was adjusted
Adjusted quantity by store (+/-)
Quantity adjusted by the store
Note
If your business does not operate in the store and floor model, this is displayed as just adjusted quantity.
Adjusted quantity by store
Quantity adjusted on the floor.
Quantity (+): The number of units added to inventory.
Quantity (−): The number of units removed from inventory.
Note
If your business does not operate in the store and floor model, this is displayed as just adjusted quantity.
Value per unit
Sale price of the product
Note
Only non-zero perpetual average values are considered. When you finish selling the products from the last PO, for products added without a PO/TO, the last non-zero value is considered. For example, your last PO had 3 products with a value of $10. After the sale of these products, instead of a zero perpetual value, all new products will have a value of $10.
For both manual and auto adjustments, the previous non-zero value and the current value of zero are available for selection. For all adjustments created after Feb 2023, the previous non-zero value is assigned by default. However, you can edit this value.
Transaction cost (+/-)
Total cost of the adjustment = Adjust Store Quantity by x Value Per Unit
(Cost (+): The total cost of the quantity added (Quantity (+) × Value per Unit).
Cost (−): The total cost of the quantity deducted (Quantity (−) × Value per Unit).
Reason
Reason for adjustment
Source
Source of adjustment
Adjusted by
Name of the employee who created the adjustment
Actions/Buttons
Description
Add
Click to add a new adjustment. On the New adjustment window, enter all the required values and click Save.
Notes
Hover over the icon to view notes added on the adjustment.
Edit
Click to edit an adjustment. You can update all values in a manual adjustment, but you can edit only the value per unit in an auto adjustment.
Delete
Click to delete an adjustment. Only auto adjustments can be deleted.