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Manual inventory adjustments
The Manual inventory adjustments report lists every manual correction of stock: inventory that was added with an add inventory order or taken out with a remove inventory order. It gives you one audit list of all corrections, with the product, quantity, location, bin location and the comments entered with the adjustment.
Open it from the sidebar: Reporting › Manual inventory adjustments.
What is included
Every order line of an add inventory order or a remove inventory order, for the accounts you have access to. Each order line is one row. Other ways stock changes (receiving a purchase order, shipping a sales order, kitting, moving stock between bin locations) do not appear here; they have their own reports or screens.
See Inventory orders for how add and remove inventory orders work and when to use them, and Adjusting inventory for the screens where adjustments are made.
Live data
This report is read directly from the orders and is always up to date. An adjustment you just made shows up immediately.
Columns
| Column | Meaning |
|---|---|
| Order number | The number of the add or remove inventory order. Click it to open the order. |
| Product number | The product's number (SKU). |
| Product name | The product's name. |
| Quantity | The number of units on the order line. Removals are shown as negative numbers, additions as positive numbers, so you can add up the column to get the net change. |
| Serial number | The serial number, when the adjustment is for a single serialized unit. |
| Status | The quality status of the units on the line: New or Defective. |
| Location | The warehouse location: where the stock was taken from for a removal, or where it was added for an addition. |
| Bin location | The bin location on the order line. |
| Created at | When the inventory order was created. |
| Comments | The notes entered on the inventory order, typically the reason for the correction. |
| Containers | The containers that hold the adjusted units, as links to those containers. Several containers are separated by commas. |
Filters
Every column can be filtered (see Filters). These columns offer a list of values:
| Column | Values |
|---|---|
| Status | New, Defective |
| Location | The locations you have access to |
Useful filters:
- Created at between two dates, for the adjustments of a month or a stock count period.
- Quantity less than 0, to see only removals; greater than 0 for additions only.
- Product number is a product, to see the correction history of one product.
- Comments matches a word such as "damaged" or "count", when your team records the reason in the comments.
Sorting and search
The report is sorted by Created at, newest first. Search looks in all columns, including comments, order numbers and serial numbers.
Exporting
Use the export button to download the report as CSV. See Exporting. Because removals are negative, the Quantity column in the export can be summed directly in a spreadsheet.
Typical use
- Monthly correction overview for a customer: filter on Created at for the month and export. Customers often want to see every manual correction to their stock, and why.
- Stock count follow-up: after a stock count, the differences are booked as add and remove inventory orders. Filter on the count date to review them.
- Investigating a stock difference: filter on the Product number to see whether and when stock was corrected by hand.
- Auditing: check that every correction has a meaningful comment; filter Comments is empty to find the ones that do not.
TIP
Ask your team to always enter a reason in the comments of an inventory order. It makes this report far more useful.
Who can see it
Admins, Warehouse associates, Account owners, Shopify account owners and users with the Reporting role. See Who can see reports.