How to add stock using stock adjustment in Vatrix POS & ERP

One-line answer: A Stock Adjustment adds quantity to
an item without a supplier document, which is the right tool for opening
stock when you start with Vatrix, or for correcting a count after a
stock take. It works in the Retail, Retail 2nd Edition, Weigh Scale,
Restaurant, Laundry and ERP editions.

Before you start

• Inventory Control must be on in Admin →
  Settings.
• The items must exist in Master → Item Master with a
  cost price, so stock value is correct.
• If the goods came from a supplier with an invoice, use a GRN instead
  so the supplier account and VAT are recorded.

Steps

1. Open Inventory → Stock Adjustment. The Stock
   Adjustment screen opens with a new DOC No, today’s
   Date and the Location.
2. In Adjust Type, choose the option that adds stock
   (quantity in).
   
3. Check the Location. Stock is added to this location
   only.
4. In the grid, scan or type the Item Code. The
   Description and UOM fill in. Enter the
   Qty to add. Press Enter for the next item.
   
5. Type the reason in Remarks, for example “opening
   stock 1 Sep” or “stock count correction”.
6. Check Total Items and Total
   Qty.
7. Click Save, then Approve. Stock
   quantities are updated when the document is approved.
   
8. Click Print if you want a paper record.

Check it worked

Open Reports → Stock Report, select the item and
click Generate Report. Current Stock
should show the new quantity. Reports → Stock Adjustment
Report lists the document.

Common problems

• Stock did not change → the document is saved but
  not approved. Open SAVED DOC, select it and click
  Approve.
• Item Code not found → click Create Item
  Code on the screen to add it, then continue.
• Stock added to wrong branch → the
  Location was left on the default. Remove the quantity
  with another adjustment and add it at the correct location.

Video

FAQ

Can I load a long opening stock list from Excel?
Yes. Use the bulk item option described in How to add bulk items to
documents in Vatrix POS and ERP.

Does a stock adjustment affect the supplier ledger?
No. It changes stock and stock value only. Use a GRN for supplier
purchases.

Can I adjust stock value instead of quantity? Yes.
Use Stock Adjustments Value for cost corrections; see
Stock adjustment by value and Stock Adjustment Report.

Need help?

WhatsApp +971 50 428 2953 · sales@vatrixerp.com · 9:30 am–9:30 pm