Goal

This article explains how to adjust stock directly from the article card using the Inventory function. You can perform three actions: Withdrawal (manual stock out), Inbound delivery (manual stock in), and Stock count (inventory). Each action updates both the stock balance and, in some cases, the stock value.

How stock value is calculated in each action:

• Withdrawal: Stock value decreases by Quantity × Weighted average per unit. Any value entered in Cost per sales unit is ignored.

• Inbound delivery: Stock value increases by Quantity × Cost per sales unit.

• Stock count (inventory): The entered Quantity overwrites the current stock balance. Stock value becomes Quantity × Weighted average per unit. Any value entered in Cost per sales unit is ignored.

If the weighted average is missing or incorrect during a stock count, see the separate article “Inventory – weighted average missing or incorrect”.

These actions can change stock value. Make sure you intend to make the change. During audits, manual stock value changes may need to be reported.

Procedure

Step 1: Open the article card and start Inventory

Go to articles, search for and open the correct resource. On the resource card, click Inventory (top-right). A new window will open.

Step 2: Choose the action type

In the Inventory window, use the Type drop-down to select one of: Withdrawal, Inbound delivery, or Stock count.

Add a short comment for traceability (for example, the reason, date, and your name). This can be requested during audits.

Step 3: Make a manual Withdrawal

• Enter the Quantity to remove from stock.

• Select Type = Withdrawal.

      

• Optionally, add a comment. Click OK to confirm.

      

Result: The withdrawal is saved, the stock value is updated (Quantity × Weighted average per unit), and the event is recorded in the stock log.

Step 4: Make a manual Inbound delivery

• Enter the Quantity to add to stock.

• Select Type = Inbound delivery.

      

• Enter Cost per sales unit. If you leave this field empty, the items will be added at cost 0.

• Optionally, add a comment. Click OK to confirm.

      

Leaving Cost per sales unit empty posts the inbound quantity at zero cost. This affects stock value and may affect the weighted average.

Result: The inbound delivery is saved, the stock value is updated (Quantity × Cost per sales unit), and the event is recorded in the stock log.

Step 5: Perform a Stock count (inventory)

• In the comment field, add a clear note (for example: “Inventoried 2023-10-31 by [Name]”).

      

• Enter the counted Quantity.

• Select Type = Stock count.

• Do not fill in Value/Cost. The system uses Weighted average per unit.

• Optionally, add more details in the comment. Click OK to confirm.

Result: The counted Quantity overwrites the current stock balance. Stock value becomes Quantity × Weighted average per unit. Stock value changes if the counted Quantity differs from the previous balance. If the weighted average is missing or incorrect, see the separate article “Inventory – weighted average missing or incorrect”.