Stock Adjustment: stock-takes, adjustments, and value at hand

What this page is for

Stock Adjustment lets you keep your stock levels accurate. It is the place to:

• Record a stock-take — type the new volume you counted, and the system records the change.
• Record a + / - adjustment with a reason — for wastage, shrinkage, transfers, returns, and similar one-off changes.
• Set the minimum and maximum levels you want to keep for each ingredient.
• Turn low-stock alerts on or off per ingredient.
• See the value at hand — how much your current stock is worth in total.

Note: Stock Adjustment is a Store-level page (with a store selected in the store switcher). It will be hidden when you are at Company level.

Where to find it

Go to Stock Control > Stock Adjustment in the sidebar. You must have a store selected.

If you don't see the link, check two things:

1. You have Stock Control enabled for the store. If it is greyed out, your plan or your role does not include it.
2. You have a store selected in the switcher at the top — the link is hidden at company level.

Which ingredients show up here?

Only ingredients you have marked Track Stock appear on this page. To start tracking an ingredient:

1. Go to Stock Control > Ingredients.
2. Edit the ingredient.
3. Tick Track Stock and save.

A stock row is created automatically for that ingredient at every store where it is in use. New ingredients start with a volume of 0 — do a stock-take on this page to enter the real number.

Doing a stock-take

A stock-take is when you count the physical stock you have and set the system to match.

1. Find the row for the ingredient.
2. In the New volume column, type what you counted (e.g. 8.5).
3. Repeat for any other ingredients you counted.
4. Click Save changes at the bottom.

That's it. The system records a Stock Take entry in the history for every ingredient you updated, so you can see when each count happened.

Tip: You can do as many rows in one go as you like. The save bar at the bottom shows how many rows are pending.

Recording wastage, shrinkage, transfers, returns

When something happens that changes stock but isn't a count — you threw something away, broke a bottle, sent stock to another store — record it as an adjustment with a reason.

1. Find the row for the ingredient.
2. Click the chevron at the right of the row (▾).
3. Enter the Amount that changed (always positive — the reason determines whether it goes up or down).
4. Pick the Reason from the dropdown.
5. Click Save changes at the bottom.

The available reasons are:

Reason	What it does
Excess Stock	Adds to the volume — you found extra.
Transfer in	Adds to the volume — stock moved in from somewhere.
Purchases	Adds to the volume — bought new stock (manual entry; supplier-order deliveries log this automatically — see below).
Returns	Subtracts — stock returned to a supplier.
Shrinkage	Subtracts — unexplained loss.
Wastage	Subtracts — thrown away.
Transfer out	Subtracts — moved out to somewhere.

Note: Each row can only do one thing per save — either a stock-take or an adjustment with reason. If you expand the chevron, the New volume input is disabled, and vice versa.

Setting min, max, and alerts

You can edit these inline on each row without doing a stock-take or adjustment.

• Min — when stock drops to this level or below, the row is flagged as Low stock (red badge in the first column).
• Max — informational; future feature to drive auto-reorder.
• Alerts — toggle on to be included in low-stock alert reports.

Changes save when you click Save changes at the bottom of the page.

Filtering the list

The toolbar above the table lets you narrow what you see:

• Search ingredients... — type any part of the ingredient name.
• All ingredient types — pick a single type (Drinks, Food, etc.).
• All suppliers — pick a single supplier.
• Low stock only — show only rows where the current volume is at or below the minimum.
• Alerts on only — show only ingredients with alerts switched on.

Click Reset to clear all filters.

Stock value at hand

The card at the top of the page shows the total value of stock currently in your store — the sum of volume × unit cost across every tracked ingredient.

This stays the same regardless of how you filter the table — it always reflects the whole store. The Value column on each row (visible on wider screens) shows the value of that single ingredient line.

Adjustment history (per ingredient)

To see when an ingredient last changed:

1. Find the row.
2. Click the clock icon at the right of the row.

A side panel opens showing the last 10 manual adjustments — stock-takes, wastage, transfers, etc. The variance column tells you how much your physical count differed from what the system thought you had.

Note: The side panel deliberately hides automatic changes from order completion (Order) and refunds (Order Refund) — those would flood the list. They still appear in the Inventory Activity report.

Things that change stock automatically

Two things change stock without anyone touching this page:

• Supplier order deliveries. When you mark a supplier order as delivered, every line on the order writes a Purchases entry against the relevant ingredient's stock, adding the delivered quantity. You will see these in the per-ingredient history panel.
• Order completion. When a customer order completes, the ingredients it used are subtracted from stock as Order entries. Refunds put them back as Order Refund. These are hidden from the side-panel history (otherwise it would be unreadable on busy stores) but they show up in the Inventory Activity report under Reports.

Mobile

The page is responsive. On a phone the table collapses to show the essentials: ingredient, current volume, new-volume input, and history icon. To edit min, max, alerts, or value at hand, use a tablet or desktop browser.

Troubleshooting

I don't see Stock Adjustment in the sidebar. You are probably at company level — switch to a store using the store switcher. The link is storeOnly.

An ingredient I track isn't on the page. Make sure Track Stock is ticked on the ingredient under Stock Control > Ingredients.

My save did nothing. Check the row hasn't got a red error message under it — an adjustment with a reason needs both an amount and a reason; either alone is rejected.