Adjustments

Maintaining a history of the modifications or adjustments made to your company’s inventory aids in keeping track of the development of your company as a whole – financial accuracy, compliance, and decision-making. The records are used as proof or evidence of what has changed during the period you start using Qoblex.

If several people run your business, this module is beneficial. This makes communication easier and contributes to the overall efficiency, transparency, and long-term success of your business.

Overview

• Your Adjustments module automatically tracks any adjustment activity performed on your account. The reason for the adjustment, date, location, and the person who made it are all noted.
• You can use the browser and mobile app to adjust your stock levels through Stocktake. All activities are recorded in real-time and will appear in the Adjustments module immediately.
• You can manually create adjustments or run a stocktake by downloading a copy of your inventory spreadsheet through a CSV file and re-uploading it to your account.

Adjustments module view

To navigate to your Adjustments module, go to Stock Control and choose Adjustments. In the module, you can see the information about all the adjustments that have occurred:

• Adjustment number
• Date
• Reason
• Status
• Number of Units Changed
• Total

To effectively manage and track the changes in your inventory, you can filter out your view according to the adjustment reason and your preferred date range.

From this module, you can manually create an adjustment and take control of its present status. You can either approve the changes or save it as a draft. But if you successfully alter your stock levels using the product’s view, the status is automatically Authorized.

Create an Adjustment

To create an adjustment:

1. Go to Stock Control > Adjustments.
2. At the top-right corner, click + Create.
3. A new page will appear to fill out the necessary information about the adjustment.
4. At the top-right corner, click Authorize.

The stock levels of the products or variants are modified after the adjustment has been approved.

The fields of information that you can fill in to create an adjustment are the following:

Enable Scanner Mode

When this option is enabled in an Adjustment, you can use a barcode scanner to scan your existing inventory products, and the system will automatically add them to the adjustment. This feature also allows you to perform a cycle count using your barcode scanner.

If needed, the Manual Count option lets you enter scanned quantities manually instead of relying on the scanner.

Run a Stocktake

You can download a CSV file from your Adjustments module that includes the current quantities for all your products. After making bulk adjustments using a spreadsheet application, upload the modified CSV file back to Qoblex, and the system will automatically apply the updates to your products.

To run a Stocktake:

1. Go to Stock Control > Adjustments.
2. At the top-right corner, click Stocktake.
3. Select the location of your inventory that you want to adjust.
4. Click Export my location inventory.
5. Make the adjustments using the CSV file that you downloaded.
6. Click Next.
7. Upload the modified CSV file.
8. The dialog box will show you the result of the import operation.
9. Click Refresh my inventory.

Inventory reports that are sent by your suppliers that have the same columns in our CSV file can be uploaded to the system using the Dropship Stocktake option in the module.

Columns in the Stocktake file

These columns in the Stocktake CSV file are the following inventory details you can adjust in bulk using a spreadsheet application (we highly advise the use of Google Sheets)