Manual adjustments are for the moments the automatic flow misses — a physical count that doesn't match the system, a part damaged in transit, a warranty return, or a job cancellation where parts came back to the truck. Every adjustment is logged with a reason.
Staff, admins, and owners can record adjustments. Field techs can view Inventory but can't adjust.
Make an adjustment
- Inventory → find the part (search / filter helps).
- Click the row to open the details drawer.
- Click Adjust.
- Pick a mode:
- Change by — type a signed delta.
+5adds 5,-3removes 3. - New count — type the absolute quantity you just counted. Run a Call calculates the delta for you.
- Change by — type a signed delta.
- Pick a reason from the dropdown (see below).
- Add a note if the reason is Other (required) — optional otherwise.
- Save.
The drawer updates immediately. The Inventory page reflects the change on next refresh.
Reasons
| Reason | When to pick it |
|---|---|
| Damaged | Part broke in transit, in the truck, or on the job. Effectively a write-off. |
| Lost | Can't find it. Truck restock came up short. |
| Miscount | Cycle count doesn't match the system — most common on first-time setup. |
| Warranty return | Vendor took the part back under warranty. |
| Job cancelled — parts returned to stock | The job was cancelled after the part came off the truck, and it went back on the shelf. |
| Other | Anything else. Note is required so you have a record of what happened. |
Pick the closest reason — it's what shows up in the part's movement history and in any audit. Notes are free-text.
Adjustments and cost
Adjustments change quantity, not cost basis. The part's weighted average cost stays the same after an adjustment.
That matters for Damaged and Lost — you're writing off the value at the current weighted average. If your last-reported inventory value was $500 for 50 capacitors ($10 each) and you write off 5 (Damaged), the new value is $450 for 45 capacitors. Same $10 per unit — the missing $50 is your loss.
To reprice a part, use a new receive movement via a PO — see How purchase orders receive stock.
Adjust from scratch — starting inventory
When you first turn on tracking, every part starts at zero. To set your starting count:
- Do a physical count on the truck and shelves.
- On each part, Adjust → New count, type the counted quantity, reason = Miscount (or Other with a note like "Initial count on 2026-07-06").
Do this once. Ongoing consumption and receives take over from there.
What adjustments don't do
- No bulk adjust across many parts at once — one part at a time. For a full recount of hundreds of parts, plan on carving out time.
- No auto-generated PO when an adjustment drops a part into Low or Out.
- No history rewrites — an adjustment is a new movement, not a change to an old one. If you mis-adjusted, add a second corrective adjustment.
Where the adjustment lives
- Part detail drawer → movement history — the adjust movement is stamped with the reason, note, quantity delta, and the user who did it.
- Inventory page — quantity on hand and status dot update immediately.
