How to Adjust Inventory in Sumtracker

Inventory Page

Used for fast inventory updates.
Click on the “In Stock” column to update inventory
Adjust stock directly by searching for a product by name or SKU.
Choose the adjustment type (Add, Subtract, or Set), enter the quantity, and save.
Option to add comments or reasons for adjustments.

Stock Adjustment Forms

Used for bulk inventory adjustments and tracking changes.
Allows selection of a warehouse, adjustment type, and reason.
Supports bulk inventory updates through CSV uploads.

Adjustment types

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

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.
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.
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.