Adjust stock
Add stock that arrived, or take out stock that was damaged, lost or miscounted — with a note of why.
Use an adjustment when the number in the app doesn't match the shelf: a delivery without a purchase order, breakage, theft, or a stock take.
Adjust a product's stock
At the top of the menu, check you're working in the right store. The adjustment applies to that store.
Open Stock → Inventory and select Adjust on the product.
Choose Stock in to add, or Stock out to remove.
Enter the Quantity. New stock level shows the result before you save.
Add a Note saying why — for example "Stock count correction" or "3 broken in delivery".
Select Save.
You can also change the Reorder level in the same window.
After a stock take
Count the shelf, compare it with In stock, and adjust by the difference:
App says 48, you counted 45 → Stock out 3, note "Stock take 14 Sep"
App says 48, you counted 50 → Stock in 2, note "Stock take 14 Sep"What gets recorded
- The change appears in the product's movement history — Received for stock in, Adjusted for stock out — with your name, the store and your note.
- It's also logged in Workspace → Activity, because writing stock off is worth an audit trail.
Always add a note. Months later, it's the only way to tell a stock-take correction from a loss.
When invoices reduce stock
Out of the box, an invoice is only a bill: goods leave at the Point of Sale, and the invoice doesn't touch stock. If your goods leave on the invoice instead — a delivery against an order, say — switch on Invoices reduce stock in Workspace → Settings.
With it on:
- Sending an invoice takes its goods off the branch the invoice was raised at. Drafts never move stock — nothing leaves until the customer has the bill.
- Only lines that name a product count, and only products that track stock. A line typed by hand, like "Labour, 3 days", moves nothing. Pick products from Add from catalogue rather than typing their names, or the invoice won't know what they are.
- Cancelling, deleting or editing puts the stock back. An edit reverses the old lines and applies the new ones, so changing 2 bags to 5 leaves 5 off the shelf, not 7.
- Short stock stops the invoice, with a message naming the product, the branch and what's missing — the same rule the till follows. Switch on Allow negative stock for a product if it should go out anyway.
- The movement shows in the product's history as Invoiced, or Invoice reversed, with the invoice number.
Don't switch this on if you also ring the same goods up at the till — they'd come off the shelf twice, once for the sale and once for the invoice.
Good to know
- Stock can't go below zero. Save stays greyed out if the result would be negative, at the store or business-wide. The same applies to an invoice that reduces stock, unless the product allows negative stock.
- Quantities aren't edited on the product. The product form doesn't change stock — use Adjust, a purchase order or a transfer.
- Customer returns from a till sale are done with a refund, which puts the stock back for you — until end of day. After that, use Stock in here.
- "You do not have permission to adjust stock" — your role can't change inventory. Ask your business owner or admin.
- Warehouses get stock by transfer — see Warehouses.