Cash Control & Discrepancies

When to use a stock adjustment instead of changing a sale

Understand whether a stock problem should be fixed through the sale or through inventory adjustment.

Not every stock difference should be fixed by changing a sale.

Edit the sale when

  • The wrong inventory item was selected.
  • The wrong quantity was sold.
  • The sale was entered by mistake.

Use stock adjustment when

  • Stock was damaged.
  • Stock expired.
  • Stock count found a difference.
  • Items were returned to supplier.
  • Opening stock was wrong.

Good practice

  • Use a clear reason and note for stock adjustments.

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