Stock Adjustment Categories

Go to Config > Stock > Stock Adjustment Categories

Choose the appropriate category from the drop-down list under which you wish to create your ‘reason’.

See table below for a run down of the categories:

Adjustment – Normal adjustments to stock e.g Spot Check, Returns to Supplier etc
Credit Charge Only –  Used by the Credit Note system – only updates charge values
Credit Return – Used by the Credit Note system – updates costs & charges and actually puts parts back into stock
PI Difference – Used in updating stock where the invoice & GRN values differ
Quar In – Used for booking in quarantine stock items
Quar Out – Used for booking out quarantine stock items
Supplier Return – Used on Returns Notes
Stock Take – For Opening or Cyclical stock taking
Transfer – For transferring stock from one location (store) to another

In the Description box enter the name for this new reason.

If applicable the Account box will become active. Enter here the nominal code for the system to use when you perform stock adjustments of this type. If the account is departmentalised enter the dept code to use also. Repeat steps 2 to 4 as necessary. The data will be saved automatically as you progress. When you have finished creating new reasons simply click on the cross in the corner of the form.