Adjusting Stock

In this tutorial you will learn how to create a Stock Adjustment in Teamleaf

Step-by-Step Guide

Equipment & Stock

Go to 'Stock'

On the left sidebar, click 'Stock & Products', in the dropdown menu that then opens click 'Stock'.

Click 'Adjust Stock'

In the top right of the Stock page, click 'Manage', then click 'Adjust Stock' in the dropdown menu that opens.

Select a Product

In the Stock Adjustment form that then opens, select a Product in the dropdown menu.

Select a Reason

Next, use the dropdown menu to select a Reason for the stock adjustment. Depending on the reason you select, you may be prompted to provide additional context.

Enter amount Stock has been adjusted by

Next, enter the amount that the stock has been adjusted by. If there is now more stock, enter a positive number, if there is less, enter a negative number.

Select Locationable Type

Next, select the Locationable Type from the dropdown menu.

Select Location

Depending on the Locationable Type you selected, you can now select a location. In my example, I'll select a user.

Click 'Save'

Once you're happy with the information you've entered in the Stock Adjustment form, click 'Save' in the bottom right.

Click Product

The stock adjustment form will now close. You can now click the product in the stock table to see the stock adjustment.

See Stock Whereabouts

You will now see the Stock Adjustment in the Stock Whereabouts section on the product page.

Adjusting Stock

Adjusting Stock

Step-by-Step Guide

Go to 'Stock'

Click 'Adjust Stock'

Select a Product

Select a Reason

Enter amount Stock has been adjusted by

Select Locationable Type

Select Location

Click 'Save'

Click Product

See Stock Whereabouts

Related Tutorials

Adding a Stock Location

Adding an Asset Tag

Adding Equipment

Creating a New Product

Creating Product Groups

Make an Order

Pick an Order on the Teamleaf App

Pick Products on the Teamleaf App

Transfer Products on the Teamleaf App