How to adjust on-hand stock quantity?
Stock figures are generally corrected en-masse when you do a stocktake, but from time to time you may need to adjust the quantity on hand for specific stock items manually, for example, if a part is broken, or 'goes missing'.
In order to adjust the stock quantity, firstly go to Workshop > Stock Enquiry:
Now search for the part in the search box provided or select the part from the list. This will take you to the Workshop Stock Maintenance Screen.
In the Workshop Stock Maintenance screen, hover the cursor over to Options at the bottom of the screen and click on Adjustment
In the Stock Adjustment screen, select Decrease Quantity if you want to decrease the stock or Increase Quantity if you want to increase the stock quantity.
Then enter the Reference for the adjustment and the reason for adjustment under "Notes".
Finally, hit Save and this will adjust the stock in the system (this will also adjust the "Stock on Hand" account in Xero as well as the relevant "Stock Adjustment" account if you have already linked your Xero).
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