Inventory adjustments

Inventory adjustment is used when the physical reality in the warehouse must be corrected in Putaway WMS and the difference does not belong to a normal operational flow.

This screen does not replace Goods receiving, Transfer, or logistic returns. If goods entered from a supplier, use receiving. If goods returned from delivery, use the appropriate return flow.

Attention

An adjustment changes the real stock in Putaway WMS and generates an inventory adjustment note. Use it only after physically checking the product, location, lot, serial number, and reason for the difference.

Opening The Page

To create an adjustment, open Inventory -> Inventory adjustment.

The page is available only when:

• the user has permission for adjustment operations;
• a warehouse is selected;
• the user has access to the selected warehouse.

Already created documents are checked in Documents -> Inventory adjustment note. This page has a separate permission for viewing inventory adjustment notes.

When To Use It

Use an adjustment when:

• the physical product in a location does not match the stock in Putaway WMS;
• a damaged, wrong, or missing product must be removed from stock;
• a product must be replaced with another physically identified product;
• a product condition must be changed after inspection, for example from Good to Damaged or Quarantine;
• an inventory difference has been verified and must be corrected in a controlled way.

Before important adjustments, check Stock, Stock history, and Traceability.

Screen Steps

The screen works in three steps:

1. Select Location: scan the location where the product is stored.
2. Select Product: choose the exact stock line that must be removed or replaced.
3. Add: scan the product that replaces the removed product, if the adjustment is a replacement.

The operator can also finalize a removal-only adjustment, without added products.

Scanning can be done with a physical scanner, dedicated mobile device, phone/tablet camera, or a computer connected to a barcode scanner. The camera opens from the camera icon in the active field. After browser permission is granted, Putaway WMS automatically detects the code in the frame and pauses reading on that code. The operator checks what was detected, then presses Confirm code or Scan again.

For accepted scans, Putaway WMS plays a success sound. For rejected scans or data that does not match the selected location or product, it plays a warning sound. The message shown on screen remains the primary confirmation.

1. Selecting The Location

Scan the code of the location where the product to be adjusted is stored.

Putaway WMS validates the location in the current warehouse. The location must:

• exist in the selected warehouse;
• belong to the current account;
• not be deleted;
• not be blocked.

If the location is a Receiving location, adjustment is allowed only when the location contains products linked to a Goods receipt note. A receiving location without a goods receipt note is not adjusted from this screen.

Note

Putaway WMS uses the selected warehouse and the signed-in user. The operator does not need to choose the account manually or enter internal application information.

2. Products Displayed In The Location

After location validation, Putaway WMS displays existing products with quantity greater than zero.

Products are grouped by SKU, and each stock line preserves the distinction by:

• scanned barcode;
• condition: Good, Damaged, or Quarantine;
• lot;
• expiration date;
• serial number;
• supplier;
• acquisition price.

This distinction matters. Two units of the same SKU can be different lines if they have different lots, serial numbers, conditions, suppliers, or values.

3. Selecting The Product To Remove

Choose the exact line that must be adjusted from the list.

Putaway WMS preserves the identity of the selected stock:

• product;
• location;
• barcode;
• lot and expiration date;
• serial number;
• condition;
• supplier;
• acquisition price.

In the current flow, the adjustment removes one unit from the selected line. If the line has a higher quantity, the remaining stock is kept under the same identity.

4. Removal-Only Adjustment

If the product must be removed without replacement, press Finalize after selecting the product.

This case is used when the product is physically missing or must be removed from stock. Putaway WMS creates the inventory adjustment note, decreases stock, and writes the movement to traceability.

5. Replacing With Another Product

If the removed product must be replaced, scan the barcode of the product to add.

Putaway WMS searches for the product by the barcode configured in the catalog. The product must belong to the current account. If the removed product had a supplier, the added product must be associated with the same supplier.

Each added product enters with quantity 1. If multiple units must be added, scan them one by one.

Net Difference

The screen displays:

Field	Meaning
Removed product value	The value of the unit selected for removal.
Total added products	The sum of the values of the products scanned for addition.
Net difference	Total added products minus the removed product value.

As long as the net difference is negative, you can scan more products to add. When the net difference reaches zero or becomes positive, Putaway WMS stops new additions.

Note

The net difference affects the inventory adjustment note. A removal line appears as a negative value, and an addition line appears as a positive value.

Condition, Price, Lot, And Serial Number

After scanning the product to add, Putaway WMS asks only for the data required for that product.

Product Condition

Select one of the available conditions:

Condition	Use
Good	Sellable product, without special restrictions.
Damaged	Product that should no longer be treated as sellable.
Quarantine	Product that must be checked before a final decision.

Acquisition Price

For products different from the removed one, enter the acquisition price of the added product. The value must be 0 or higher.

For changing the condition of the same product, the price is preserved from the initial stock.

Products With Lot

If the product is perishable, Putaway WMS asks for the lot. Lots are loaded for the supplier preserved from the removed product, and expired lots are hidden on the screen.

If the correct lot does not appear, first check Lots and the supplier association.

Serializable Products

If the product is serializable, Putaway WMS asks for the serial number. In adjustments, exactly one serial number is entered for each added unit.

Putaway WMS automatically checks that:

• the product is actually serializable;
• exactly one serial number was entered;
• the serial number does not already exist in stock for the same product and account.

The serial number is saved in uppercase.

Changing The Condition Of The Same Product

If you scan the same product as the product selected for removal, Putaway WMS treats the operation as a condition change.

In this case, Putaway WMS preserves the initial stock data:

• supplier;
• the document that brought the product into stock, if available;
• lot;
• serial number;
• scanned barcode;
• warehouse entry date;
• price.

The operator chooses only the new condition.

Attention

Changing the condition of the same product is allowed only when the location and its content allow this correction. If Putaway WMS rejects the adjustment, the product must be resolved through the correct operational flow.

Final Confirmation

Before finalization, Putaway WMS shows the adjustment summary:

• product to remove;
• added products;
• location;
• lot, serial number, and condition;
• prices;
• removed product value;
• total added products;
• net difference;
• reason;
• optional notes.

Check the summary before pressing Finalize.

What Putaway WMS Checks On Finalization

On finalization, Putaway WMS checks the data again before changing stock. If something is not correct, the adjustment stops and stock remains unchanged.

Putaway WMS checks:

• warehouse, location, and user access;
• the product being removed and the available quantity;
• the product supplier;
• added products, lots, serial numbers, conditions, and prices;
• whether the location allows the adjustment;
• whether the entered serial number does not already exist in stock.

After the checks, Putaway WMS updates stock, creates the inventory adjustment note, records the movement in Traceability, and updates Stock history.

If the application shows a message about insufficient credits or subscription access, the adjustment is not finalized.

Adjustment Document

After finalization, the document appears in Documents -> Inventory adjustment note.

The document list displays:

• adjustment ID;
• supplier, when available;
• warehouse;
• location;
• reason;
• user who created the adjustment;
• creation date;
• total value.

The list can be filtered by supplier, location, user, and date range.

From the document actions you can:

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

In details, the adjustment lines show product, brand, SKU, serial number, lot, expiration date, condition, quantity, acquisition price, and adjustment value.

Note

The adjustment PDF is an internal traceability document for stock. It is not a financial or accounting document.

Checking After Adjustment

After finalization, check:

1. Stock: product quantity and value after correction.
2. Stock history: the quantity change under the Adjustment source.
3. Traceability: the adjustment movement, location, lot, serial number, and user.
4. Documents -> Inventory adjustment note: the generated document and PDF, if needed.

Rules

• Do not use adjustment to shorten the receiving flow.
• Do not use adjustment for logistic returns.
• Do not adjust without a physical check and a clear reason.
• For products with lot or serial number, check the exact selected line.
• For receiving locations, adjust only stock documented by a goods receipt note.
• Do not add a new product if it is not associated with the supplier preserved from the removed stock.
• Check Traceability before important adjustments.
• After finalization, check Stock, Stock history, and the generated document.