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Products & Inventory

Adjust stock with an adjustment

Use an adjustment to correct an overstated stock-out. Adjustments only add units and are subject to yearly limits and a shared limit with found inventory.

An adjustment puts back stock that was taken out of StockBold by mistake. For example, if someone recorded a stock-out of 100 units when only 10 left the shelf, StockBold shows 90 units fewer than you really have.

An adjustment can only add stock. There is no negative adjustment: the quantity must be positive, and anything else is refused.

Create an adjustment

You need the Stock Out, Transfer & Adjustments permission to see Adjustment in the New Movement menu. If you can't see it, ask whoever manages your team's permissions.

  1. Open Inventory, then Movements.
  2. Select New Movement, then Adjustment.
  3. Choose the product. You can pick a supplier first to shorten the product list. Inactive products are not offered. On a phone, select Scan beside the product field to scan a barcode instead.
  4. Check the warehouse. The drawer opens on your default warehouse, so change it if the correction belongs somewhere else. Once you choose a product, the quantity held at each warehouse appears beside the warehouse names.
  5. Read the limit for the year of the operation date. It shows that year's stock-outs and adjustments, Already brought back as Found Inventory when there is any, and the maximum adjustment allowed in that year.
  6. Enter a positive quantity no higher than the maximum allowed.
  7. Check the operation date. It starts at the current date and time and cannot be in the future. If you date the adjustment in another year, the limit changes to that year's.
  8. Write the reason in the comment. This is optional, but it is the only thing that tells the next person why stock went up.
  9. Select Create Adjustment.

You can also start from a product's own page, on its Movements tab, using the same New Movement menu. The product is filled in for you; the warehouse still starts at your default warehouse.

Adjustment limits

The yearly maximum is calculated for that product at that warehouse. It is the stock-outs recorded in the year of the adjustment's operation date, minus the adjustments already dated in that same year.

For example, if the product shows 40 units of stock-out in 2026 and you have already adjusted 15 back in 2026, the yearly limit allows up to 25 more units dated in 2026. The overall limit shared with found inventory also applies.

Every year has its own limit, including earlier years. An adjustment dated in 2025 is measured against the stock-outs of 2025 and uses up 2025's limit, not this year's. Years run from 1 January to 31 December in UTC.

Adjustments and found inventory also share an overall limit: together, they can never exceed the stock-outs recorded for that product at that warehouse. A unit brought back one way cannot be brought back again the other way. The limit can show Already brought back as Found Inventory because units found again are taken off what you can still adjust.

If the maximum is zero

The screen says there is no adjustment available in that year, and the quantity field and create button are switched off. This means nothing was stocked out of that product at that warehouse in the year of the operation date, or what was has already been brought back, so there is no error of that kind to correct. Check that you picked the right warehouse and date before looking elsewhere.

Inventory value and cost

You never enter a cost on an adjustment. Once it saves, the product's inventory value is recalculated automatically. The units you added are priced from what you already paid for that product under your valuation method, as it stood on the adjustment date: under FIFO, the oldest stock still on hand; under LIFO, the newest stock still on hand; under Average Cost, the average cost of the stock you held. Expect the value on the inventory screens to move shortly after the movement appears.

Stock counts and found inventory

An adjustment is for a known mistake in a specific stock-out. If you have walked the shelves and want StockBold to match what is physically there, run a stock count from Inventory, then Stock Counts.

A stock count records its own stock-out and found-inventory movements and is not held to the yearly adjustment limit. What it finds can only bring back stock-outs that adjustments and found inventory have not already reversed.

Stock that turned up after being recorded as gone is recorded as Found Inventory, which has its own permission.

Edit or delete a movement

Anyone with the Stock Out, Transfer & Adjustments permission can change a saved adjustment's quantity, date and time, and comment. The quantity must stay positive. The warehouse cannot be changed; to correct a different warehouse, create a separate adjustment there.

The new quantity is checked against the same limits as a new adjustment: the stock-outs in the year of the new operation date, less the other adjustments dated in that year, and the overall limit shared with found inventory. Deleting a movement requires the separate Delete Stock Movements permission.

If the year of the operation date has been locked in settings, the adjustment is refused and you are told the year is locked. A movement already recorded in a locked year cannot be edited or deleted either. Someone with the Lock/Unlock Years permission must unlock the year before the movement can be recorded or changed.