Create an Inventory Adjustment — Step-by-Step Guide

Step-by-step guide to creating inventory adjustments in Kuvera Arc — add or remove stock, assign batches, apply filters, and export adjustment reports.

Inventory adjustments let you correct differences between the stock shown in Kuvera Arc and the physical stock in your warehouse or store. Use adjustments to add missing stock, remove damaged or expired stock, correct count mismatches, and keep inventory records aligned with actual stock.

Inventory adjustments directly affect stock accuracy, stock valuation, and financial reporting. Review product quantities, rates, adjustment types, and warehouse selections carefully before saving or submitting an adjustment.

When to create an adjustment

Create an inventory adjustment when you need to correct verified stock differences.

Add missing stock

Add stock that is physically available but missing from Kuvera Arc.

Remove unavailable stock

Remove damaged, expired, lost, or otherwise unavailable stock.

Correct stock counts

Fix quantity mismatches found during a physical stock count.

Align after audit

Align system inventory with physical inventory after an audit.

Inventory adjustment is a controlled stock correction workflow. It should not replace regular purchase, sales, or material transfer processes.

Create an adjustment

Adjust Inventory in the sidebar

1. Navigate to Adjust Inventory

   Open the left navigation panel, click Inventory, then select Adjust Inventory.

2. Start a new adjustment

   Click New Inventory Adjustment at the top of the page.

   New Inventory Adjustment button

3. Open the Add Adjustment page

   Kuvera Arc opens the Add Adjustment form where you can enter adjustment details and add products.

   Add Adjustment form

Fill in adjustment details

Complete the adjustment information before adding products.

Reference Number

Auto-generated unique reference number used to identify and track the adjustment.

Reason for Adjustment

Required reason for the correction, such as damaged stock, expired items, stock mismatch, or manual correction.

Select Date

Required date of the inventory adjustment.

Select Warehouse

Required warehouse where the adjustment will be applied.

Description

Optional notes or context about the adjustment.

Adjustment details fields

Add products

After completing the adjustment details, add the products that need stock corrections.

Adjustment product table

Product

Product being adjusted. Search by product name or product code.

Type

Whether stock is being added (In) or removed (Out).

Quantity

Number of units to adjust.

Rate

Price per unit for this adjustment.

Amount

Automatically calculated from quantity multiplied by rate.

Choose adjustment type

In

Select In when adding stock to inventory.

Examples:

• Stock exists physically but was missing from the system
• Physical count is higher than the system quantity
• Stock needs to be corrected upward after verification

Out

Select Out when removing stock from inventory.

Examples:

• Damaged items are removed from usable stock
• Expired items are written off
• Lost or missing stock needs to be corrected downward

The adjustment amount for each line item is calculated automatically from the quantity and rate.

Add individual products

Use the product search field to add one product at a time.

1. Search for a product

   Search by product name or product code.

   Product search field

2. Select the product

   Choose the product from the search results.

3. Enter adjustment values

   Select the adjustment type, then enter quantity and rate.

Add products in bulk

Use Add Items in Bulk to select several products in one step.

Add Items in Bulk button

1. Click Add Items in Bulk

   Click Add Items in Bulk in the product section of the adjustment form.

2. Find and select products

   Use the left panel to search for products and browse the available product list. Click a product to select it.

   Bulk item selection panel

3. Review selected products

   The right panel shows selected products. Adjust quantities using the quantity controls or remove an item with the X icon.

   Selected products panel

4. Add products to the adjustment

   Click Continue to add selected products to the adjustment table.

Click Close to exit the bulk item selector without adding products.

Assign product batches

If products are tracked by batch, assign the correct batch to the relevant product line.

Select Batch option

1. Open batch selection

   Click Select Batch for the product line in the adjustment table.

2. Choose the batch

   Select the appropriate batch from the available options.

   Batch selection window

3. Confirm the batch

   Click Confirm Batch Selection to apply the batch to the selected item.

   Confirm Batch Selection

Save the adjustment

After products are added and reviewed, choose how to save the adjustment.

Adjustment save options

Save as Draft

Saves the adjustment without submitting it for approval or processing. Use this when the adjustment is incomplete or needs review before submission. Draft records remain editable.

Save Adjustment

Submits the adjustment for processing or approval. Once submitted, the adjustment moves to Pending status and waits for review by an authorized user.

Cancel

Discards changes and exits the adjustment form without saving.

Before clicking Save Adjustment, confirm the warehouse, adjustment type, product quantities, rates, and batch assignments.

Filter adjustment records

Use Filter Data on the Inventory Adjustment page to narrow adjustment records.

Filter Data panel

1. Open Adjust Inventory

   Go to Inventory and open Adjust Inventory.

2. Click Filter Data

   Click Filter Data to open the filter panel.

3. Set filter conditions

   Enter the filter values you want to apply.

4. Apply or clear filters

   Click Apply Filter to update the table, or click Clear to reset the view.

Date Range

Show only adjustment records created within a specific period.

Created By

Filter adjustments by the user who created them.

Amount Range

Filter adjustments using minimum and maximum total amounts.

Export adjustment records

Use Export Data to download inventory adjustment records for reporting or analysis.

Export adjustment records

Full Export

Downloads all available inventory adjustment records, regardless of current filters.

Current View Export

Downloads only the records currently visible on the page, including active filters or sorting.

XLSX

Export adjustment records in Excel format.

PDF

Export adjustment records as a PDF report.

CSV

Export adjustment records as comma-separated values.

The export panel may explain that only visible table columns and applied filters are included in the exported file.

View adjustment details

Use the Inventory Adjustment Details page to review the complete record for a specific adjustment.

Inventory Adjustment records table

1. Open Adjust Inventory

   Go to Inventory and open Adjust Inventory.

2. Find the adjustment record

   Locate the adjustment in the table using search, status tabs, or filters.

3. Open the details page

   Click the View icon in the Action column.

   View adjustment details action

Adjustment details page

The details page shows the adjustment summary and adjusted products.

Inventory Adjustment Details page

Adjustment summary

Shows adjustment number, reference number, reason, date, warehouse, status, creator, creation date, and description.

Adjusted products

Shows product name, adjustment type, quantity, rate, amount, and batch information if applicable.

Adjustment statuses

In Draft

The adjustment has been created but not submitted for approval. It can still be edited.

Pending

The adjustment has been submitted and is waiting for review and approval. Inventory has not yet been updated.

Approved

The adjustment has been approved by an authorized user. Inventory records have been updated to reflect the stock changes.

Proper inventory adjustment management improves operational transparency, reporting reliability, and long-term stock control across your business.