Updating Warehouse Inventory Manually
Overview
In this guide, we will go over how to update Warehouse inventory manually.
In an ideal world, you shouldn’t need to update inventory manually. Inventory will update when you create batches or will automatically update when products are received, manufactured, or sold.
This tutorial is for you if you need to adjust inventory because:
A different quantity arrived than expected
Someone accidentally typed in the wrong quantity originally
More inventory is found in the warehouse
Products have expired
Products are damaged
Products are lost
Who Can Update Warehouse Inventory?
Users with the “Administrate Legrande System” permission can do anything in the warehouse system. By default, the following user roles have that permission turned on:
- Admin
Updating Inventory Manually
1. Open the Warehouse page within the blue side nav-bar.
2. Find your product in the Warehouse
For this example, we’ll manually adjust the inventory for Two-Eye Cataract Kits.
Find your product within the Warehouse list and click on it.
3. Adjust Quantity
On the individual product’s page, click on “Adjust Quantity.”
It will open a pop-up that looks like this:
4. Fill Out Fields for Adjustment or Spoilage
The form will ask you to mark whether inventory is being updated for adjustment or spoilage.
Update fields, then click “Submit.”
Reasons for choosing “Adjustment”
Different quantity arrived than expected
Someone accidentally typed in the wrong quantity originally
More inventory is found in the warehouse
Reasons for choosing “Spoilage”
Expired products
Damaged products
Lost products
Conclusion
If all went according to plan, you can now update inventory manually in the event that minor changes need to be made.
Next Steps
If you want to view how inventory automatically updates when you make changes, go to this tutorial.