Create an Inventory Adjustment

How to Create an Inventory Adjustment in Muhasib ERP
Overview
This guide will help you record an approved stock increase or decrease for a documented physical difference.
Muhasib changes on-hand stock and may create valuation/general-ledger entries.
Who can do this
You need access to Inventory Adjustment plus item, location, batch/serial, cost, and approval.
Before you start
Complete a physical count and confirm item, unit, location, batch/serial, system quantity, actual quantity, reason, cost basis, date, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Items & Advanced Inventory → Inventory Adjustment.
Create an Inventory Adjustment
Step 1: Start a new adjustment and enter date/reference
Step 2: Select the item and exact stock identity
Step 3: Confirm system quantity
Step 4: Enter the approved increase/decrease or corrected quantity as the form
Enter the approved increase/decrease or corrected quantity as the form requires.
Step 5: Enter reason and cost/account details where available
Step 6: Review direction and resulting quantity
Step 7: Save once
Check your work
Compare and Confirm adjustment document, stock ledger, item/location/batch/serial balance, valuation, and general ledger.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Never use adjustment to replace a missing source transaction.
Search for the reference before retrying.
Related guides
Correct or Reverse an Inventory Adjustment
Audit Item Inventory
Reconcile the Stock Ledger to Physical Stock
What to do next
Correct or Reverse an Inventory Adjustment.