Inventory Adjustments allow you to keep stock balances accurate through receipts, stocktakes, waste recording, and transfers.
✍ Types of Adjustments
Receipt – New stock arriving
Stock Take – Reconciliation counts
Transfer – Move stock between locations or sites
Waste / Theft / Damage – Manual removals
Preparation – Convert ingredients into prepped items
Miscellaneous (only available for use on an Inventory Item, not a Bulk option) - This is to balance any prodcuts where errors in counts have occurred
📆 Timing & Approval
Adjustments can be backdated (e.g. to match paper count times)
Register-based stocktakes must be reviewed and approved in Admin
Staff cannot view system quantities or commit adjustments
▶ Workflow Tips:
Use Quick Adjustments for single items (from Inventory Item view)
Use Inventory Operations for grouped tasks:
Mass stock takes
Morning prep batches
Location-to-location transfers
🌐 Site-to-Site Transfers
Only available across sites with inventory properly configured
Inventory items must exist at both sending and receiving locations
Useful for shared warehousing or regional prep kitchens
📂 Notes
Admin must approve all stocktakes submitted via register terminals
Transfers do not automatically generate receipt adjustments at the destination; these must be manually confirmed
Variance tracking is recorded against each user who submits or approves an adjustment
Common mistake: Users forget to change effective time on late stocktake entries, leading to reporting mismatches