Inventory adjustment note

Inventory adjustment note is the internal document that shows which products were added to stock, removed from stock, or replaced through an adjustment.

This page is used for viewing, checking, downloading, and printing. It is not used to manually fill in a document after the fact, and it does not create stock directly. The adjustment is made first in the proper workflow, then the note appears automatically on this page.

The note does not replace accounting or ERP documents. It explains operationally what happened in the warehouse: where the correction was made, who made it, what reason was selected, which products were affected, and what value difference was created.

When the Note Appears

An Inventory adjustment note appears after a stock correction is saved. For example:

a product that is physically missing is removed from stock;
a damaged or wrong product is removed from stock;
a product is replaced with another physically identified product;
a product condition is changed, for example from Good to Damaged or Quarantine;
a confirmed inventory count difference is corrected;
missing products from a logistic return are documented;
a difference after receiving is corrected, when the product is already linked to a Goods receipt note.

Use adjustments only for real differences that were physically checked. If goods enter normally from a supplier, use Goods receiving and then Goods receipt note. If goods are moved from one location to another, use Transfer or Putaway, as appropriate.

Where to Find It

Open Documents -> Inventory adjustment note.

If you have access only to certain warehouses, you see only notes from those warehouses. The Create Adjustment button appears only for users who are allowed to make inventory adjustments.

Document List

The list helps you find the correct note quickly. You can filter by:

supplier;
location;
person who created the note;
date range.

For each note, the list shows:

note number;
supplier, if the products in the note have a supplier;
warehouse;
location;
adjustment reason;
person who created the note;
creation date;
total value;
available actions.

From the list you can:

open note details;
download the PDF;
print the PDF.

Creating an Adjustment

The Create Adjustment button takes you to Inventory -> Inventory Adjustments.

You do not fill in the note manually in the documents page. The adjustment is first made against the physical product, with location, quantity, condition, reason, and traceability data. After completion, Inventory adjustment note becomes the document that proves the correction.

The adjustment flow has three steps:

Select Location: scan the location where the product is stored.
Select Product: choose the exact stock line that must be removed or replaced.
Add replacement product, if needed.

The scanned location must exist in the selected warehouse, be active, and not be blocked. If the location is a Receiving location, it must contain products linked to a goods receipt note.

When selecting the product, Putaway WMS preserves differences between stock lines that may look similar. The same SKU can appear separately if the scanned barcode, condition, lot, expiration date, serial number, supplier, or acquisition price is different.

Removal-Only Adjustment

Use this case when the product must be removed from stock without putting another product in its place.

Examples:

the product no longer physically exists in the location;
the product was found damaged and must be removed from stock;
the difference was confirmed during inventory counting.

After completion, the note shows the removed product, quantity, location, condition, lot or serial number if present, and the value removed from stock.

Replacement or Condition Change

If the removed product must be replaced, scan the product that enters in its place.

Putaway WMS adds one unit for each scan. If multiple units must be added, scan them one by one. The screen shows the removed product value, the total value of added products, and the net difference.

As long as the net difference is negative, you can add products. When the difference reaches zero or becomes positive, new additions stop.

If you scan the same product as the one selected for removal, the operation can be a condition change. In this case, Putaway WMS keeps the original stock information, such as supplier, lot, serial number, barcode, warehouse entry date, and price. The operator chooses the new condition: Good, Damaged, or Quarantine.

Lots, Serial Numbers, Supplier, and Price

Putaway WMS asks only for the information required by the added product:

for products with lot tracking, choose the lot available for the supplier preserved from the removed product;
expired lots are not used in the selection screen;
for serialized products, enter exactly one serial number for each added unit;
the serial number cannot already exist in stock for the same product;
if the removed product had a supplier, the added product must be associated with the same supplier;
for products different from the removed one, enter the acquisition price;
for a condition change of the same product, the price is preserved from the original stock.

Final Confirmation

Before saving, Putaway WMS shows the adjustment summary:

removed product;
added products, if any;
location;
product condition;
lot and serial number, if present;
prices;
removed product value;
total value of added products;
net difference;
reason;
optional notes.

Check the summary before pressing Finalize. After completion, stock changes and the note appears in Documents -> Inventory adjustment note.

Document Details

In details, you can see the note header, the adjustment statement, the affected products, and the signature area.

The header shows:

note number;
warehouse;
location;
person who created the note;
company;
person responsible for stock management, if set.

The note text summarizes the adjustment: supplier, location, reason, and notes, if they were filled in.

The product table shows for each line:

product;
brand;
SKU;
serial number, if the product has one;
lot and expiration date, if the product has a lot;
product condition;
quantity;
acquisition price;
adjustment value.

The note total appears at the end. The PDF also states that the document is internal, for stock traceability, and is not a financial or accounting document.

Reading Quantities and Values

Read note lines based on the correction type:

Addition: the product enters stock. Quantity and value increase stock.
Removal: the product leaves stock. Quantity and value appear as a decrease.
Replacement or condition change: the note can have one removal line and one or more addition lines, so it is clear what was removed and what was put in its place.

The total value of the note is the net effect of the products in the document. A note with products removed from stock may have a negative value. A note with products added to stock may have a positive value.

Product condition matters:

Good: the product can enter available stock if it is not reserved;
Damaged: the product should not be treated as sellable;
Quarantine: the product remains separate until the final check.

What to Check Before Printing

Before downloading or printing the note, check:

location in the document;
adjustment reason;
product and SKU;
supplier, if shown;
serial number or lot, if the product uses them;
product condition;
quantity added or removed;
price and adjustment value;
notes entered by the operator.

If something does not match the physical reality in the warehouse, do not change the printed document. Check the original adjustment, stock, stock history, and traceability.

Connection to Stock

After saving the adjustment, stock changes immediately:

added products appear in stock in the note location;
removed products disappear or decrease in quantity from that location;
products with condition Good enter available stock if they are not reserved;
products with condition Damaged or Quarantine remain separate from sellable stock.

For checks, also use:

Stock, to see the current situation;
Stock history, to see the change over time;
Traceability, to follow the product, lot, or serial number.

Common Mistakes

Looking for the note before saving the adjustment. The note appears only after the adjustment is finalized.
Confusing the note with receiving. For goods normally received from a supplier, use Goods receipt note.
Using adjustment as a shortcut. Adjustment does not replace receiving, transfer, putaway, or logistic returns.
Choosing the wrong stock line. Check location, condition, lot, serial number, supplier, and price before completion.
Ignoring product condition. A product added as Damaged or Quarantine must not be treated as good stock for sale.
Printing without checking lot or serial number. For traceable products, lot, expiration date, and serial number must match the physical product.

Working Rules

Use the note as evidence of a real adjustment.
Make the adjustment only after physically checking the product.
Fill in a clear reason when making the adjustment, where the flow asks for it.
Do not use the documents page to create or correct stock directly.
For products with lot or serial number, check the exact selected line.
After completion, check Stock, Stock history, and Traceability.