Adjusting Inventory

An inventory adjustment is when you change your stock count outside of the normal workflows like receiving a purchase order, completing a sale, or finishing a work order. It's a quick way to correct a discrepancy or account for something unexpected — like damaged product, missing stock, or items you're setting up for the first time.

How to Get There

Go to Inventory > Count in the sidebar, then click the Quick Adjust button on any item card.

How to Adjust Inventory

From the Count Page

1. Go to Inventory > Count in the sidebar.
2. Find the item you want to adjust. You can use the search bar or filter by storage area.
3. Click the Quick Adjust button on the item card.
4. Enter the amount to add, subtract, or set to a specific number.
5. Click Save.

The Count page gives you context — you can see current stock, last counted date, and the item's storage area all in one place. See Counting Inventory for more on this page.

You can also adjust inventory from the command palette (Cmd+K / Ctrl+K → search "Adjust Inventory") if you already know exactly which item and location you need to change.

When to Use Adjustments

Adjustments are the right tool when there's no other workflow that applies. Common examples:

• Corrections after a count — You counted wrong, or the system shows 50 but you actually have 48. Adjust to match reality.
• Damage, waste, or shrinkage — Product was damaged, spoiled, thrown away, or went missing. Deduct it so your numbers stay accurate.
• Starting inventory — You're setting up Peasy for the first time and need to enter what you already have on the shelf.
• Samples given away — You handed out samples at a trade show or to a walk-in customer, and the samples aren't tied to any order.

When to Use Something Else Instead

Adjustments are meant for corrections and one-off changes. If the inventory change came from a specific business event, there's usually a better workflow that gives you a proper paper trail.

Received items from a supplier — Use a purchase order or receive without PO instead. Even if the items were free (like bonus samples from a roaster or extra product after a batch), add them as a $0 line on the PO. This way you have a record of where those items came from and can track supplier patterns over time.

Produced items from a work order — Complete the work order instead of adjusting. Peasy automatically adds the finished product and deducts the ingredients, so your costs stay accurate.

Moved items between locations — Use a transfer or transfer order instead. Adjusting down at one location and up at another works, but you lose the connection between the two changes.

Returned from a customer — Process through the return workflow so the return is tied to the original sale.

Good to Know

• Every adjustment is logged in Inventory History as a Manual Add or Manual Deduct, with who made it and when.
• Adjustments don't require a reason, but adding a note helps future you (or your team) understand why the change was made.
• If you need to adjust many items at once, doing a full count from the Count page might be faster than adjusting one by one.

Related

• Counting Inventory — Physical counts and the Quick Adjust button
• Inventory History — See a log of all inventory changes, including adjustments
• Inventory Overview — How inventory tracking works in Peasy
• Receiving Overview — Receiving items from purchase orders
• Creating Purchase Orders — When a PO is better than an adjustment