How do I Adjust Batched Stock Lines?

Summary

This article explains how to adjust the stock quantity of batched stock items.

More Information

The system will only prompt for batch information for items for whom the "Batched?" flag on the [Invoicing] tab of the stock record is set to 'Yes'. See Creating a Stock Item.

Adjusting Stock Levels

Follow this article to adjust your stock e.g. if an item is lost,broken or even found!

Having adjusted the stock you will then be presented with a [Batch Selection] screen.

• Press <F1/S-F1> to scroll through the batches associated with the stock item at that depot.
• Alternatively press <Ctrl+F1> to list all batches for that item.
  • Use your arrow keys to move down the list to select the batch to adjust.
  • Press <F2>.
• Enter the quantity to add to/deduct from the batch indicated (You do not need to enter the minus sign at any point as the system knows which way you are adjusting the stock).
• Press <Enter>.
• Repeat the steps if you need to adjust stock held in multiple batches.

Dealing with Negative Batch Warning

If you do not have a batch to take stock from you will need to create a new batch by pressing <Shift+F10>.

• Enter the batch number or press <F2> to create a new batch.
  • Enter a "Description" or note for the batch e.g. any additional sequence numbers. If you do not have any notes to add simply repeat the batch number as you will be unable to save the record without entering some text here.
  • Press <Esc> and [Accept].
• Enter the quantity you are adjusting in "Quantity to use".
• Press <Esc> You will be warned that the batch quantity will be left with a negative balance. Click [Yes] to continue.

See Also

• Creating a Stock Item
• How do I Book in Batched Stock Lines?
• How do I adjust the stock level of an item?

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Keywords AND Misspellings

batch, batched stock, sequence, traceability, serial, booking in, adjust , create batch