## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Inventory Adjustments

#### How To Video

### Quantity Adjustment

A quantity adjustment is made when the recorded stock does not match the actual available stock in your warehouse for reasons outside the normal business such as theft, damaged goods, data entry error, write-off, donation etc. In Zoho Inventory, you’ll be able to record stock adjustments for basic inventory-tracked items as well as those which are serial and batch-tracked.

**Note:** You can only adjust stock for inventory-tracked items.

To record a quantity adjustment in Zoho Inventory:

1.  Go to the **Inventory Adjustments** module under _Inventory_ from the left sidebar.
    
2.  Click the **\+ New** button on the top right corner of the page.
    
3.  In the New Adjustment page, select **Quantity Adjustment** as your mode of adjustment.
    
4.  Choose the account in which you want this adjustment to be reflected. For example, you can track your loss of items due to theft, damage etc., under a separate account so that you get clear-cut information in your reports.
    
5.  Select a reason for making this adjustment. If your reason isn’t listed in the drop down, then you can [add or remove the reasons](/uk/inventory/help/items/inventory-adjustments.html#manage-adjustment-reason).
    
6.  Choose a warehouse in which the stock adjustment should be reflected.
    
7.  Select the items whose stock you want to adjust in the item details section.
    
8.  Enter the new available quantity or the adjusted quantity. Based on the value entered in one field, the other field gets auto-calculated.
    
9.  Under the Cost Price column, enter the purchase value of the adjusted stock. If you have previously adjusted the cost price of the item, it will be displayed as a suggestion.
    
10.  Click **Save as Draft** or **Convert to Adjusted** to successfully adjust stock. This adjustment will be reflected in the respective items’ details page and in the FIFO Cost Lot Tracking report.
     
     ![Quantity Adjustment](/inventory/help/images/items/quantity-adjustment.png)

You can also adjust the quantity or value of a single item. To do so:

1.  Go to the **Items** module under _Items_ from the left sidebar.
    
2.  Open the item whose quantity or value you want to adjust.
    
3.  Click the **Adjust Stock** button on the top right corner of the item details page.
    
    ![Quantity Adjustment](/inventory/help/images/items/adjust-stock-1.png)
4.  Select the type of adjustment you want to make.
    
5.  Enter the new quantity or value.
    
6.  Click the **Save as Draft** or **Convert to Adjusted** button at the bottom of the page.
    
    ![Quantity Adjustment](/inventory/help/images/items/adjust-stock-2.png)

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### Adjust stock for serial-tracked items

To adjust stock for serialized items:

1.  Select the serialized items whose stock you want to adjust in the item details section.
    
2.  Enter the new quantity or the adjusted quantity.
    
3.  Click the **Select Serial Numbers** or the **Add Serial Numbers** option under the adjusted quantity.
    
    ![Serial item adjustment](/inventory/help/images/items/serial-item-adjustment.png)
4.  Enter or select the serial numbers for the adjusted units in the dialog box. You can also enable barcode scanning to scan the serial numbers intead of entering them manually.
    
    ![Serial item adjustment 1](/inventory/help/images/items/serial-item-adjustment-2.png)
5.  Enter the purchase value of the adjusted stock under the Cost Price field.
    
6.  Click **Save as Draft** or **Convert to Adjusted** to successfully adjust stock.
    

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### Adjust stock for batch-tracked items

To adjust stock for batch-tracked items:

1.  Select the items whose stock you want to adjust in the item details section.
    
2.  Enter the new quantity or the adjusted quantity.
    
3.  Click the **Select Batches** or the **Add Batches** option under the adjusted quantity.
    
    ![Batch item adjustment](/inventory/help/images/items/batch-item-adjustment.png)
4.  Enter new batch numbers or select from the existing batch numbers for the adjusted units in the dialog box.
    
    ![Batch item adjustment 2](/inventory/help/images/items/batch-adjustment-2.png)
5.  Enter the purchase value of the adjusted stock under the Cost Price field.
    
6.  Click **Save as Draft** or **Convert to Adjusted** to successfully adjust stock.
    

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### Value Adjustment

A Value Adjustment is recorded in Zoho Inventory when the value of an item increases or decreases due to supply and demand. For example, if an item is slow-moving, it leads to a drop in the unit cost and the asset value.

**Note:** You can only make value adjustments for items which are in stock.

To adjust the value of your items:

1.  Go to the **Inventory Adjustments** module under _Inventory_ from the left sidebar.
    
2.  Click the **\+ New** button on the top right corner of the page.
    
3.  In the New Adjustment page, select **Value Adjustment** as your mode of adjustment.
    
4.  Choose the account in which you want this adjustment to be reflected.
    
5.  Select a reason for making this adjustment. If your reason isn’t listed in the drop down, then you can [add or remove the reasons](/uk/inventory/help/items/inventory-adjustments.html#manage-adjustment-reason).
    
6.  Choose a warehouse in which you want to make this adjustment .
    
7.  Select the items whose value you want to adjust in the item details section.
    
8.  Enter the Changed Value or the Adjusted Value. Based on the value entered in one field, the other field will be auto-populated with the appropriate value.
    
9.  Click the **Save as Draft** or **Convert to Adjusted** button.
    
    ![Value Adjustment](/inventory/help/images/items/value-adjustment.png)

**Insight:** The Current Value is the sum of the cost price of the individual stock units of the item.

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### Manage Adjustment Reasons

Stock adjustments are done for a number of reasons. If your reason isn’t listed in the dropdown, you can add them as well as remove the unused reasons.

To manage adjustment reasons:

1.  Go to the **Inventory Adjustments** module under _Inventory_ from the left sidebar.
    
2.  Click the **\+ New** button on the top right corner of the page.
    
3.  Click the **Reasons** dropdown.
    
4.  Select **Manage Reasons**.
    
    ![Manage reasons](/inventory/help/images/items/adjustment-manage-reasons.png)
5.  Click on **\+ Add new reason**.
    
    ![Add new reason](/inventory/help/images/items/adjustment-new-reason.png)
6.  Enter the reason name and click **Save and Select** to add the new reason to your adjustment.
    
7.  Hover over an unused reason and click **Mark as Inactive** to make the reason inactive or click the **trash** icon to delete it.
    
    ![Delete reason](/inventory/help/images/items/adjustment-delete-reason.png)

**Pro Tip:** You cannot delete a reason that is used in an adjustment. Instead, you can mark it as _Inactive_.

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### View Adjustments

To view all the adjustments made to an item:

1.  Go to the **Items** module under _Items_ from the left sidebar.
    
2.  Open the item whose adjustments you want to view.
    
3.  Go to the **Adjustments** tab. All the adjustments made to the item will be listed. Alternatively, you can also open the **Transactions** tab and filter by _Inventory Adjustments_.
    
4.  Click on an adjustment to view it in detail.
    
    ![View Adjustment](/inventory/help/images/items/view-adjustment.png)

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### Delete Adjustment

To delete an adjustment:

1.  Go to the **Inventory Adjustments** module under _Inventory_ from the left sidebar.
    
2.  Open the adjustment you want to delete.
    
3.  Click the **Trash** icon in the top right corner of the page.
    
    ![Delete adjustment](/inventory/help/images/items/delete-adjustment.png)
4.  Click the **Delete** button in the pop-up to confirm your action.
    

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### Advance Search for Adjustments

You can view the list of adjustments that were recorded for a period using the advanced search for Item Adjustments. This helps you find out the number of instances where the stock was adjusted for a particular reason.

1.  Click on the **Magnifier** icon on the search bar at the top.
    
2.  Click on the **Advance Search** option.
    
    ![Advance Search for Item Adjustments](/inventory/help/images/items/adjustments-advanced-search.png)
3.  Select _Item Adjustments_ from the **Search** dropdown.
    
4.  You can filter by Adjustment Type, Reason and Date Range.
    
    ![Filters in Advance Search for Item Adjustments](/inventory/help/images/items/adjustments-advanced-search-filters.png)
5.  Click **Search**.
    

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