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A stock adjustment corrects an individual difference between the recorded quantity and physical stock. Use it when you have identified what to correct and do not need a full stock count. Bold records the adjustment as a technical stock count with one line. History retains the location, lot, specified final quantity, applied difference, and comment.

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When to use an adjustment

Use an adjustment to:
  • correct a small discrepancy detected outside a stock count;
  • record known wastage;
  • correct a discrepancy when its source movement cannot be reconstructed;
  • adjust a location or lot after an investigation.
Do not use adjustments to hide recurring errors. If discrepancies occur frequently, review receiving, picking, consumption, shipments, or stock counts.

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Create an adjustment

Path: Catalog > Items > Item to change > Warehouse
1

Identify the affected stock

Review the item, location, and lot. Make sure a recent movement does not explain the difference.
2

Adjust stock

Record the total quantity you counted for that item at the location.Location: select the specific area or shelf holding the item’s stock from the dropdown.Quantity: enter the total physical stock that should be recorded.Comments (optional): briefly explain the adjustment to maintain traceability, for example Material damaged during transfer or Discrepancy after counting.Click Adjust to apply the change.
3

Review the result

Check stock and movements to confirm the final quantity is correct.

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What Bold records

If you do not select a lot for an item without lot management, Bold uses the internal unknown lot. For items with lots, select the actual lot to preserve traceability.

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Adjustment or stock count

If the discrepancy affects many items or locations, create a stock count. This is clearer than a series of separate adjustments.