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Adjustments & Stocktake

9 articles, in order

  1. Adjustments and stocktake overviewA stock adjustment corrects your on-hand inventory when it doesn’t match what’s actually on the shelf: a miscount, damage, theft, a write-off, or bringing a brand-new location’s stock onto the books for the first time.4 min
  2. Find and filter adjustmentsThe Adjustments & Stocktake list shows every stock adjustment your team has recorded, from a quick one-line correction to a full location stocktake, together with its status, type, location, reason and the quantity and value it changed.5 min
  3. Create an adjustment and add productsAn adjustment is how you correct what Qoblex thinks you have on hand at a single location: damaged stock, a supplier return, or the results of a physical count.6 min
  4. Count stock with scannersOnce someone has built a stock adjustment and shared it with your team, this is where the counting happens: open the adjustment, scan or search each product, and tell Qoblex how many you found.7 min
  5. When a stocktake needs reconciliationThere is only one kind of adjustment in Qoblex.5 min
  6. Reconcile counted linesOnce a stocktake has more than one person counting the same location, every line has to be reconciled before it can be authorized.7 min
  7. Authorize an adjustmentAuthorizing is the step that turns a draft adjustment or stocktake into a real change to your inventory.7 min
  8. Stocktake from CSVStocktake from CSV lets you count a location the old-fashioned way, on paper or in a spreadsheet away from a screen, then bring every count back into Qoblex in one pass.9 min
  9. Who can do what in adjustments” Getting them right matters for more than tidiness: on a stocktake counted by several people, who holds which of the three decides whether counters can see each other’s numbers while they’re still counting.6 min