Inventory adjustments

Inventory adjustments removes physically identified product quantities from a selected warehouse location. Use it only when the physical stock must be taken out of Putaway WMS after it has been checked, for example because it is missing, destroyed, or cannot remain in stock.

This page is removal-only. It does not replace a product with another product and it does not change product condition. Use the dedicated operational flow when stock must be transferred or its condition must change.

Attention

Finishing an adjustment changes stock and creates an inventory adjustment note. Check the physical quantity, its location, lot, serial number, and reason before finishing.

Access And Opening The Page

Open Inventory -> Inventory adjustments.

The page is available when:

• a warehouse is selected;
• the operator has access to that warehouse;
• the operator has permission for inventory adjustment operations.

Completed documents are available in Documents -> Inventory adjustment note.

What You Need Before Starting

Prepare the location label and the barcode of every product quantity that must be removed. The source location must exist in the selected warehouse and must not be blocked.

If stock has different conditions, lots, expiry dates, serial numbers, or handling units, identify the exact physical quantity before scanning it. An adjustment never uses a quantity field: scan each quantity separately.

Removal Process

1. Scan the source location.
2. Putaway WMS validates the location and displays its available products.
3. Scan the barcode of one product to remove, or scan a handling unit to work directly with the stock inside it.
4. If the same barcode identifies more than one stock line, select the current condition, lot, handling unit, or serial number shown by the page.
5. The selected quantity is added to Products to remove. The available quantity is reduced on screen only; stock is not changed yet.
6. Scan each additional quantity in the same way. You can remove an incorrectly staged quantity from Products to remove before finishing.
7. Press Finalize removal.
8. Enter the mandatory Reason and press Finish in the confirmation dialog.

The page has two product cards: Available products and Products to remove. On a phone or tablet, Products to remove is shown first so the operator can review the staged quantities before scanning another one.

Scanning Another Location

While the removal list is empty, scanning a valid location changes the source and reloads its products. After at least one quantity is staged, finish the adjustment or clear the removal list before changing the source location.

Removing Stock From A Handling Unit

After scanning the source location, scan the handling-unit code when you must remove stock directly from that handling unit. This option is available only when your effective permissions include Handling units. Putaway WMS accepts it only when the handling unit belongs to the selected source location and neither it nor its parent handling unit is sealed.

The breadcrumb then shows the source location and the selected handling unit. Available products shows only the quantities stored directly in that handling unit. Use the Select button beside the product-card title to return to the parent source location.

The removal list must be empty before changing handling unit or returning to the parent source location. When you finish, Putaway WMS checks again that every staged quantity still belongs to the selected handling unit.

Product Identification

For stock with a single matching condition, lot, handling unit, or serial number, Putaway WMS continues automatically. When there is more than one valid option, the operator must select the correct one.

For serial-controlled stock, each removed quantity is confirmed by its own serial number. A product inside a sealed handling unit cannot be removed from this page.

If a scanned barcode belongs to a product but that product is not in the selected source location or handling unit, Putaway WMS reports that it is not available there. If the scanned code is neither a product, handling unit, nor location, the page reports that no matching item exists for that code.

Scanning can be done with a physical scanner or with the camera button on a phone or tablet. Successful scans play the success sound; rejected scans play the warning sound. The on-screen message remains the confirmation to follow.

Final Confirmation

The confirmation dialog shows the number of staged quantities and the source location. Enter a reason of up to 255 characters. The reason is stored on the inventory adjustment note.

At least one quantity and a reason are required. Cancel closes the dialog without changing stock. Finish confirms the removal.

When Finish is confirmed, Putaway WMS checks again that:

• the operator can still use the warehouse and source location;
• the location is not blocked;
• every selected stock line is still in that location and has enough quantity;
• when a handling unit was selected, every stock line still belongs to that handling unit;
• the stock has not changed since it was scanned;
• the selected handling unit is not sealed;
• the account has the required credit or subscription access.

All staged removals are applied together. If any check fails, no selected quantity is removed.

What Happens After Finishing

Putaway WMS creates one inventory adjustment note with the entered reason and one removal line for every scanned quantity. It then updates:

1. Stock — the removed quantities are decreased.
2. Stock history — each quantity change is recorded with the Adjustment source.
3. Traceability — the removal records the product, location, barcode, condition, lot, expiry date, serial number, and operator.
4. Documents -> Inventory adjustment note — the generated adjustment document is available for review or PDF output.

The available-products list is refreshed after a successful adjustment.

Rules

• Use this page only after a physical stock check and with a clear reason.
• Scan every quantity individually; do not use an adjustment as a bulk quantity entry screen.
• Do not use it to add a replacement product.
• Do not use it to change a product from Good to Damaged or Quarantine; use the product condition change flow.
• Check the exact condition, lot, handling unit, and serial number before finishing.
• Review Stock, Stock history, and Traceability after important adjustments.