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How to Upload Inventory Adjustments in Bulk

Uploading inventory adjustments in bulk is quick and easy. Follow these steps:

Moishe avatar
Written by Moishe
Updated over 3 months ago

Step 1: Navigate to the Adjustments Page

Go to Adjustments under the Inventory menu, then click Import. Here, you’ll set the header information for the adjustment, including:

  • Reference Number

  • Warehouse

  • Date

  • Adjustment Type

Step 2: Choose the Adjustment Type

There are two types of adjustments:

  • Adjust Qty: Adjust Inventory by this amount

  • Adjust To: Set the target inventory amount.

Select the desired type from the dropdown in the popup.

Step 3: Download the Sample Template

Click to download the sample Excel template. You’ll need to fill out the following fields:

  1. Item Name

  2. Quantity

  3. Cost per unit (for positive adjustments only; leave blank for negative adjustments).

After completing the template, upload it by clicking Import. This method helps streamline your inventory updates efficiently.



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