Adjustments — SanadiqCloud

Product version: 1.0.0+1
Last updated: 2026-10-07
Audience: Tenant Owners, Tenant Employees, Regular Users

A. What are Adjustments?

An Adjustment corrects stock quantities when the system count does not match physical count — cycle counts, physical inventories, damage, expiry, or corrections.

Lifecycle:

pending → submitted → approved   (stock updated)
pending → submitted → rejected   (no stock change)

• Submit moves pending → submitted (ready for approval).
• Approve / Reject close the adjustment. Stock quantities change only on Approve.
• The stock pool policy Require approval for adjustments (on by default) decides the path. On: the adjustment must be submitted first, and only a submitted adjustment can be approved. Off: the app hides Submit and lets you approve or reject a pending adjustment directly.
• Adjustments are never approved automatically on create — every adjustment starts pending.

Permission: inventory:adjustment:read to view; create to create; update for submit / approve / reject and line edits.

B. Viewing the Adjustment List

Navigate to Inventory > Adjustments (/inventory/adjustments). Columns typically include ID, inventory, type, status, item count, net change, and dates.

Filter by inventory, type, status, or search as offered on the page.

C. Creating an Adjustment

1. Open + Create Adjustment from the list, or item Operations → Create adjustment (inventory + item locked).
2. Select the Inventory unless it is already locked.
3. Choose Adjustment Type:

Cycle and physical counts are not created here — start them from Counts or the stock pool (see Counts). Historical issue and sale adjustments may exist in older data; they can still be approved (as units to remove) but cannot be created. For remove types the API stores counted on-hand as system − remove.

4. Set date, reason, notes as needed.
5. Add lines: inventory item, quantity (≥ 0), optional bin, optional new unit cost, optional reason / batch / lot.
6. Save — status starts as pending.

Correcting unit cost: the unit cost cannot be edited on the stock item while it has stock on hand. Use a correction adjustment and enter the new unit cost on the line (leave it empty to keep the current cost). On approval the quantity change is applied first, then the item is revalued to the new cost, and Finance posts the value change (counted × new cost − system × old cost). Damage and expiry lines always remove stock at the current cost.

C2. Counts in the Adjustments List

Cycle and physical counts are stored as adjustments, so they also appear in this list with their type. They are started and worked from Inventory > Counts — see Counts. An item can be on only one open count at a time; damage, expiry, and correction adjustments are not limited by open counts.

D. Adjustment Detail

Header: ID, inventory, type, status, actors, timestamps.
Lines: system qty, counted qty, difference, cost impact, tracking fields.
Actions (when permitted): edit lines while pending, Submit, Approve, Reject.

E. Lifecycle actions

Pending

Editable header/lines. No stock change yet, but each line with a difference holds stock: a decrease is reserved (lowers available) and an increase shows as incoming.

Submit

Sets status to submitted. Still no stock change. Lines can no longer be added or removed, but a line can still be cancelled with a reason.

Approve

• Applies each line’s difference (counted − system) to the item’s on-hand and releases the line’s hold
• Writes Transaction rows of type adjustment
• Status → approved

Reject

No stock change; line holds are released. Status → rejected.

All lines are approved or rejected together — no per-line approval.

F. Reversing an Adjustment

There is no one-click reverse. Create a new adjustment with opposite counted quantities and reference the original ID in the reason. Prefer reversing ledger mistakes via transactions where applicable.

Next: Counts
See also: Stock Items | Transactions | Pick Lists