Adjust Stock Adjust your Stock Levels individually (one by one)
Keeping your inventory accurate helps you avoid shortages, reduce waste, and ensure correct reporting. In Digitail, you can adjust stock levels individually (per product and per batch) or in bulk, depending on your workflow.
From the top navigation menu, go to Inventory → Stock.
Click Filters to locate the product you want to adjust.
You can filter by:Product name
Category
Manufacturer
Product type
AAHA code
Any combination of the above
In the stock table, click the arrow to the left of the product name to expand all available batches.
Find the batch you want to adjust and click Edit stock.
Update the stock quantity in subunits:
Enter a negative value to reduce stock (for example,
-2)Enter a positive value to increase stock (for example,
1)
Save your changes.
❗ Always check the product formula (units and subunits) when adjusting quantities to ensure accuracy.
How to Update Stock and Batch Info Together
You can now adjust stock quantities and batch details in one go—making inventory updates faster and more accurate. This streamlines your workflow and ensures better traceability across your products.
🛠️ What You Can Do
Open the Stock Edit modal
Update batch details:
Check the box to enable batch editing
Add or modify the Batch ID
Set or update the Expiration Date
Adjust your Stock Levels in bulk
The Stock Count feature allows you to easily update all the products from your inventory. All you need to do is download the inventory template, fill it out with on-hand quantities, and upload back the excel file on the platform.
Setting the quantity to zero will remove all stock for the listed products.
Step 1: Click on Download template and upload the file to Google Sheets;
Step 2: Update quantities on-hand;
Step 3: Fill in a reason for the differences (if left empty, the following message will be automatically inserted: ‘inventory update of stocks’);
Step 4: Download the file from Google Sheets as .xlsx and upload it back in Digitail;
📌 Important Notes
Products with stock history cannot be deleted outright, but they can be disabled instead for better workflow management and historical record-keeping.
You can update the number of units and subunits
You can update the stock with minus or plus, and the differences between the physical stock and the one in the system will be calculated automatically
All the stock adjustments will be visible on the Stock Movement Report in the Adjustments column