Stock counts and adjustments

Stock counts and adjustments correct discrepancies between recorded stock and physical reality. They should explain a discrepancy, not replace operations that have a source.

Stock count

A stock count compares expected stock with a physical count. You use it for closing periods, audits or area reviews.

Data	Meaning
Previous stock	Quantity recorded before counting.
Counted quantity	Physical reading.
Expected adjustment	Difference applied when you finish.
Scope	Included locations, items or lots.

Use stock counts when there are several lines, several locations or a formal counting process.

Stock count statuses

Status	Meaning
Pending	The stock count exists but has no recorded readings yet.
In progress	At least one line has been counted or edited.
Finished	Bold applied stock adjustments, and the count is locked to preserve the audit trail.

Stock adjustment

An adjustment corrects an isolated discrepancy with a known cause. It usually affects a specific item, location and lot combination. Use it for small corrections or clear incidents. If the discrepancy affects a whole area, use a stock count.

Internal movement

An internal movement changes where material is but should not change the item’s total quantity.

Case	Correct concept
The material exists but is in another location	Internal movement.
The material was counted and a quantity is missing	Stock count or adjustment.
A receipt has not been recorded	Receipt.
Consumption has not been recorded	Corresponding consumption or execution.

Risks

A manual adjustment can hide receipt, consumption, shipment or location errors. Before adjusting, review recent movements, pending documents and lots.

Concept map

Work mode

Stock counts and adjustments

Stock count

Stock count statuses

Stock adjustment

Internal movement

Risks

​Stock count

​Stock count statuses

​Stock adjustment

​Internal movement

​Risks

​Related

Stock count

Stock count statuses

Stock adjustment

Internal movement

Risks

Related