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      How to Adjust Inventory

      In This Article

      Adjustment types

      There are three types of adjustments that can be made to the In stock inventory:

      1. Add: This is the default option. Adds a specified amount to the In stock inventory. If the In stock is 15, and you Add 3, it will make the In stock inventory as 18.

      2. Subtract: Subtract a specified amount from the In stock inventory. If the In stock is 15, and you Sub 3, it will make the In stock inventory as 12.

      3. Set: Set the value of the In stock inventory to a specified number, replacing the current value. If the In stock is 15, and you Set 3, it will make the In stock inventory as 3.

      When using "Add" as an adjustment type, you have the flexibility to add a negative quantity, which will be treated as a "Subtract" adjustment. Here's an example to illustrate this:

      If you are selecting "Add" as the adjustment type and have quantities as follows:

      • SKU1: 10

      • SKU2: -10

      In this case, the adjustment will add 10 units to SKU1, increasing its quantity, and subtract 10 units from SKU2, decreasing its quantity. So, the final result will be an addition of 10 units to SKU1 and a subtraction of 10 units from SKU2.

      Adjust stock via Stock By Location

      Go to Stock by Location tab from the navigation menu. You can quickly adjust inventory for your products across different warehouses. You can select the product by searching the name/SKU along with a particular location.

      stockbylocation

      You have the option to provide comments or reasons against any adjustments by simply clicking on the comment icon. When new reasons are added, they will be included in the main list of reasons.

      stockbylocation2

      Using Stock Adjustment Forms

      Video guide

      Step wise screenshots guide

      Go to Stock Adjustment page from the navigation menu and follow the steps below:

      1. Click on the + New Adjust Stock Form button.
        Screenshot 2024-02-27 at 11.59.46 AM
      2. Fill in the necessary details in the form and Click on Add Products: Provide information such as the reason, adjustment type (addition, subtraction or set), and add the products.
        Screenshot 2024-02-27 at 12.00.13 PM-1
        1. Warehouse: This field allows you to specify the specific warehouse where the stock adjustment will take place.
        2. Adjustment type: You can choose between Add, Subtract or Set
        3. Reason: In this field, you can specify the reason for the stock adjustment. You also have the option to add new reasons. These reasons are displayed in the stock adjustment page and serve as a useful way to track inventory adjustments.
        4. Notes: This field allows you to add any additional notes that can help them identify or distinguish this particular adjustment. It can be used to provide any relevant information or context for the adjustment.
      3. Add Products: Click on Add Products button and add the products to the form
        Screenshot 2024-02-27 at 12.00.35 PM
      4. Click on Mark as Complete to apply changes to the inventory values.
      Screenshot 2024-02-27 at 1.03.09 PM

      To add and subtract inventory in the same form, you can select adjustment type as Add, and enter negative values to subtract inventory and positive values to add inventory.

      You can add notes after the adjustment has been completed.

      Adjusting inventory across multiple warehouses

      If you need to make adjustments across multiple warehouses, you will need to create separate stock adjustment forms for each warehouse.

      Bulk Uploading Inventory via CSV file

      Bulk upload using SKU and quantity

      Import sample: Download the import stock sample file (click to save the file)

      Video guide

      Step wise screenshots guide

      To update your stock using SKUs, follow these steps:

      1. Prepare the downloaded spreadsheet sample with two columns: one for SKUs and one for quantities. Fill in the SKUs and corresponding quantities in the spreadsheet. Save the spreadsheet in CSV.
        bulkinventory1

         

      2. In your Sumtracker account, navigate to the Stock Adjustment section and select +New Adjust Stock Form.
        Screenshot 2024-02-27 at 11.59.46 AM

         
      3. Add all the required details, similar to adjust stock form, including warehouse, reason and notes along with adjustment type. (Add/Subtract/Set)

        Screenshot 2024-02-27 at 12.00.13 PM-1

      4. Click on CSV upload. The adjustment form should be empty for the CSV file upload.Screenshot 2024-02-27 at 12.01.05 PM

      5. Click on Mark as Complete to process the changes
        Screenshot 2024-02-27 at 1.03.09 PM

      Bulk upload using barcode and quantity


      Import sample: Download the import stock sample file (click to save the file)

      Step wise screenshots guide

      To update your stock using barcodes, follow these steps:

      1. Prepare the downloaded spreadsheet sample with two columns: one for Barcodes and one for quantities.
        bulkbarcode1

         

      2. Fill in the barcodes and corresponding quantities in the spreadsheet and save the spreadsheet in a compatible format (CSV).

      3. Navigate to the Stock Adjustment section  and select +New Adjust Stock Form

        Screenshot 2024-02-27 at 11.59.46 AM
      4. Add all the required details, similar to adjust stock form, including warehouse, reason and notes along with adjustment type. (Add/Subtract/Set) and click on Add Products

      5. Click on CSV Upload  button and upload the file.

        Screenshot 2024-02-27 at 12.01.05 PM

      6. Click on Mark as Complete. Sumtracker will process the file and update your stock levels based on the barcodes

        Screenshot 2024-02-27 at 1.03.09 PM

      Handling errors in bulk uploading

       

      The correct SKUs in the file will get imported into the form. If any errors exist, a file containing all the error descriptions will get downloaded. The errors will be displayed in each row where the error exists.

      List of common errors:

      Most common error: Wrong column headers: Please ensure that the column headers are correct. The correct column headers should be "sku" and "quantity". 

      Other common errors: 

      1. Non-existent SKUs: Please ensure that all SKUs listed in the upload file actually exist in Sumtracker.

      2. Blank SKU field: Please make sure that the SKU field is not left blank.

      3. Updating bundle inventory: Please note that the inventory for bundles cannot be edited.

      Other Points to Note:

      • Blank quantity field: If the quantity field is left blank for any SKU, the inventory for that SKU will not be affected in Sumtracker.

      • Extra columns: If any extra columns are included with different column headers, they will be ignored by Sumtracker. This allows you the flexibility to include additional information without the need to remove any extra columns from the sheet.

      • Adding products that don’t exist in Sumtracker yet: It is not possible to add inventory for new or uncreated products through bulk upload. Before adding inventory, you must first create the new products or synchronize them through their preferred store channels. The bulk upload feature is designed to only update inventory for already existing SKUs.

      Stock Adjustment Forms List

      Viewing Adjusted stock list

      1. Go to the Stock Adjustment page.

      2. Go to the Stock Adjustment Form you want to see. Click on the Stock Adjustment Form number to view the Stock Adjustment Form.

      Downloading Adjusted stock list

      1. Go to the Stock Adjustment page.

      2. Go to the Stock Adjustment Form that you want to download the stock list for.
        stockadjust1

         

      3. Look for the three dots next to the quantity and click on them.

      4. From the options that appear, select "Export CSV" to download the stock list in CSV format.
        stockadjust2

         

      5. The downloaded CSV file will contain all the SKUs against which the adjustments were made.
        stockadjust3

         

      Deleting Stock Adjustment Forms

      Only draft Stock Adjustment Forms can be deleted. Stock Adjustments Forms that have been completed cannot be deleted.

      If you want to delete a Stock Adjustment Form, you can do so by following these steps:

      1. Go to the Stock Adjustment page. Navigate to the Stock Adjustment Form that you want to delete.

      2. Look for the three dots next to the quantity and click on it. From the options that appear, select "Delete Form".

      3. This will delete the Stock Adjustment Form that was made.