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How to Schedule Automatic Warehouse Adjustments in ConnectStock

Learn how to schedule adjustments that keep your ConnectStock warehouse counts right, and which day to pick to close out a month.

Scheduled adjustments keep your ConnectStock counts right on their own, so you don't have to make adjustments by hand.

How it works

You pick a type, a warehouse and how often it runs. There are 4 types:

  • FBA Adjustment, WFS Adjustment and AWD Adjustment make the warehouse match the number Amazon or Walmart reports.

  • Clear Negative Inventory sets any count below zero back to 0.

Example: Amazon says you have 100 units in FBA, and ConnectStock shows 140. The next run adds an adjustment of minus 40, so both show 100.

Schedule an adjustment

To schedule it:

  1. In ConnectStock, go to the Adjustments page.

  2. At the top right, click Schedule.

  3. Select the adjustment type and warehouse. For FBA, WFS and AWD, also select the stores.

  4. For FBA and WFS adjustments, pick the condition: "Type: All", "Type: Sellable" or "Type: Unsellable".

  5. Choose how often it runs: Daily, Every 2 Days, Every 3 Days, Weekly, Biweekly or Monthly.

  6. For Weekly or Biweekly, pick the Day of Week. For Monthly, pick the Day of Month.

  7. Click Schedule.

Which date the adjustment gets

Each adjustment is dated the day before the day it runs. That way it shows your stock at the end of that day.

Example: you pick Monthly, Day of Month 1. The run on December 1 makes an adjustment dated November 30, so it closes out November.

To close out a month, pick the 1st, not the 31st. If you pick the 31st, the run on January 31 is dated January 30, so it misses the last day.

When the first run happens

Frequency

First run

Daily

Tomorrow

Every 2 Days

In 2 days

Every 3 Days

In 3 days

Weekly

The next time the day you picked comes up (1 week from today, if you set it up on that day)

Biweekly

1 week after the next time the day you picked comes up

Monthly

The day you picked, this month. If that day is today or has passed, the same day next month.

Things to know

  • If you pick the 29th, 30th or 31st, the run happens on the last day of any shorter month.

  • Each adjustment is named "Auto Adjustment - 1", "Auto Adjustment - 2", and so on.

  • To see your schedules, click Schedule on the Adjustments page, then View Scheduled.

  • In View Scheduled, Weekly, Biweekly and Monthly schedules show the day you picked.

  • Each warehouse can have only 1 schedule.

Frequently asked questions

Which day should I pick for a month end adjustment?

The 1st. Its adjustment is dated the last day of the month before.

Can I pick the day for Daily, Every 2 Days or Every 3 Days?

No. Those count from the day you set them up. For example, Every 3 Days first runs 3 days after you set it up.

How do I stop a schedule?

Click Schedule on the Adjustments page, then View Scheduled. Click the trash can next to the schedule and confirm.

How do I change the day?

Each warehouse can have only 1 schedule. Delete the old schedule first, then add a new one with the day you want.

Need help? Use the chat icon in ConnectBooks.

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