Step 1: Go to the Adjustments page
Go to Adjustments under the ConnectStock menu, then click Import. Here, you set the header information for the adjustment:
Reference Number
Warehouse (shows only when Warehouse Tracking is on)
Date
Adjustment Type
Step 2: Choose the adjustment type
There are 2 types of adjustments:
Adjust Quantity: Adjust inventory by this amount.
Adjust To: Set the target inventory amount.
Select the type from the dropdown in the popup.
Step 3: Download the sample template
In the popup, click Sample Template to download the Excel template. Fill out these fields:
Item Name
Quantity
Cost (the cost per unit; positive adjustments only)
With Adjust To, fill in Cost only when the target is higher than your stock on the adjustment Date (in that warehouse).
After you complete the template, drag the completed file into Upload File (or click choose file), then click Upload Adjustment. This helps you update your inventory quickly.
Frequently asked questions
What is the difference between Adjust Quantity and Adjust To?
Adjust Quantity changes inventory by the amount you enter. Adjust To sets inventory to the amount you enter.
Do I enter a cost for negative adjustments?
No. Fill in Cost only for positive adjustments. With Adjust To, fill in Cost only when the target is higher than your stock on the adjustment Date (in that warehouse).
Why don't I see the Warehouse field?
It shows only when Warehouse Tracking is on.