Overview
Two actions keep your stock accurate and in the right place: an adjustment corrects the quantities held in a single Warehouse, and a transfer moves Products from one Warehouse to another. Both record what changed, so your stock history stays trustworthy. This article covers when and how to use each.
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Why this matters: Stock you can't trust is worse than no stock data at all. Making every change through an adjustment or transfer — rather than overwriting a number — means the history always explains the current quantity, which is what makes counts, audits, and reorder decisions reliable.
Which one do I need?
Action | Use it when |
Adjust | The quantity in one Warehouse is wrong and needs correcting — after a stock count, a breakage, a loss, or receiving new stock. |
Transfer | Stock is correct overall but in the wrong place — you're moving Products from one Warehouse to another. |
Note: To draw stock for a specific job, don't adjust or transfer — raise a Requisition on the Assignment instead. See Requisitions: requesting and fulfilling stock.
Adjust stock
An adjustment sets things right in a single Warehouse.
Choose the Warehouse
In Inventory, start an Adjustment and select the Warehouse whose quantities you're correcting.
Add the Products and quantities
Add a line for each Product you're adjusting and enter its corrected quantity. Submit to apply.
Heads up: An adjustment changes stock in the selected Warehouse only. If the real situation is that stock moved somewhere else, use a transfer instead — adjusting both Warehouses separately loses the link between the two changes.
Transfer stock
A transfer moves Products between two Warehouses in one recorded action.
Choose source and destination
Start a Transfer and choose the source Warehouse (where stock leaves) and the destination Warehouse (where it arrives).
Add the Products and quantities
Add a line for each Product and the quantity to move, then submit. The quantity leaves the source and arrives at the destination as a single transaction.
Best practice: Transfer the moment stock physically moves, not at the end of the day. Real-time transfers keep both Warehouses accurate for anyone checking stock in between.
Frequently asked questions
Q: Should I adjust both Warehouses to move stock?
A: No — use a transfer. It moves the quantity in one recorded action and keeps the two sides linked. Two separate adjustments lose that connection.
Q: Do adjustments and transfers show up anywhere?
A: Yes. Both appear in the Product's stock history, so you can always see what changed and why. See Warehouses and stock levels.
Q: What's the difference between a transfer and a requisition?
A: A transfer is you moving stock between Warehouses directly. A requisition is a request for the Products a job needs — raised on its Assignment and then fulfilled. See Requisitions: requesting and fulfilling stock.