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Adjust Stock Quantities

Learn to adjust stock levels in bulk or one by one.

Updated over 2 months ago

Adjust your Stock Levels individually (one by one)

To adjust your stock levels, from the top navigation, click on Inventory, hover over Products, and from the fly-out menu select Stock. To search for the product you want to adjust, click Filters and use the appropriate filter to locate the product. You can search/filter by product name, category, manufacturer, product type etc.

From the product table, click on the arrow to the left of the product name to view the full list of the product's batches/entries. Look for the batch that you want to adjust and click on the edit stock button.

In order to reduce the quantity in stock, write the desired quantity to be removed using the minus (-) symbol in front, for example "-2"; in order to increase the stock levels, simply write the quantity you want to add, such as "1".

❗Always check the formula (units and subunits) of a product when adjusting to maintain accuracy in your stock.


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.

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

  • 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

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