Inventory Adjustment

Adjusts and manages inventory based on data inputs and required approvals.

Workflow Steps

Step 1 - Adjustment Request Submission

A warehouse or store manager submits a request to adjust the quantity of a specific item, providing a clear reason for the change (e.g., "3 units damaged during receiving").

Step 2 - Supervisor/Manager Approval

A supervisor or manager reviews the adjustment request for legitimacy and approves it. High-value adjustments may require a higher level of approval.

Step 3 - Inventory System Update

The approved adjustment is entered into the inventory management system, creating a clear digital audit trail of the change.

Step 4 - Trigger Cycle Count

The adjustment may automatically trigger a cycle count of the item and nearby items to confirm the new quantity and investigate any systemic issues.

The Purpose of Inventory Adjustment

This workflow provides a formal, auditable process for making manual adjustments to inventory records in a warehouse or retail store. This is necessary to account for non-sales related changes like breakage, theft (shrinkage), or clerical errors. A structured workflow ensures that all adjustments are properly justified, approved, and documented, maintaining the accuracy and integrity of the inventory management system and financial records.