HOW TO COMPLETE A PART STOCK ADJUSTMENT 

  1. Navigate to the relevant Part Record > click on Cost Tracking and it will take you to this section.
This section is where you will complete the stock adjustment.

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  1.  Click on User-added image to list the options available and select the option Adjust In-Stock
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  1. From the Adjust In Stock Quantity window, you can start processing your Parts Stock Adjustment
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  1. Click on User-added image to view your options.
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  • Select Increase:
If you want to Increase the Stock on Hand > click on Increase and then tab to the next field, In Stock By field > type in the quantity you want to increase the Stock on Hand by.
In our example below we want to increase our Stock on Hand by 2.
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Tab to the next field if you want to change the cost price and type in the new cost price (or just leave as is).  Then click on User-added imageThe preview will allow you to see the Parts Stock Adjustment before the change is applied.
If you are happy click on User-added image
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  • Select Decrease
If you want to Decrease the Stock on Hand > click on Decrease and then tab to the next field  - In Stock By field > type in the quantity you want to decrease the Stock on Hand by.
In our example below we want to decrease our Stock on Hand by 1

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Click on User-added image to see the Parts Stock Adjustment before you apply the change. If you are happy click on User-added image
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  1. The Stock Adjustment has been completed.

TIP: If you have accounting integration, both an increase and decrease in Stock on Hand will result in a transaction posting in your Accounting program.