# Inventory adjustments

Adjustment document fields and available line types.

Source: https://support.toolingmetrics.com/en/inventory/reference/adjustments/
Updated: 2026-10-29

An **Inventory Adjustment** corrects or initializes inventory quantities against a physical count, outside of normal picking and restocking flows. It covers two situations through the same document: loading opening stock for a newly set-up Storage Device or Warehouse Access Point, and reconciling an already-stocked location against a physical count.

## Document fields

| Field | Description |
|---|---|
| **Number** | Auto-generated from the Adjustments sequence. |
| **Storage Type** | `Storage Device` or `Warehouse Access Point` — what kind of source is being counted. Cannot be changed after creation. |
| **Storage Name** | The specific device or access point being counted. Cannot be changed after creation. Locked sources are not offered: an adjustment cannot move to Waiting/Ready while another adjustment for the same source, for its Warehouse Access Point, or for one of its Storage Devices is already Waiting or Ready. |
| **Status** | See [Status flow](#status-flow) below. |

## Line fields

For a location with no existing recorded stock, lines are added manually. For a location with existing stock, one line per item-and-storage-location combination is generated automatically when the adjustment is opened.

| Field | Description |
|---|---|
| **Item** | The item being counted. |
| **Storage Location** | The specific location within the source. |
| **Expected Quantity** | Read-only. The system's recorded quantity at that location when the form loaded — a snapshot, not re-checked live until Mark as Todo. |
| **Counted Quantity** | The physically counted quantity. Pre-filled to match Expected Quantity (no change) on auto-populated lines. |
| **Quantity to Adjust** | Computed: Counted − Expected. |
| **Unit Cost** | Editable only when Quantity to Adjust is positive (defaults to the item's current cost); disabled when zero or negative, in which case the item's existing cost is used. |

## Status flow

| Status | Description |
|---|---|
| **Draft** | Lines are being entered. No inventory impact yet. |
| **Waiting** | Requested via Mark as Todo, but at least one decrease line exceeds what the system currently thinks is at that location. |
| **Ready** | Requested via Mark as Todo, and every line resolved against current availability. |
| **Done** | Validated. On-hand quantities and cost updated permanently; the adjustment can no longer be edited or deleted. |
| **Cancelled** | Adjustment was discarded. No inventory impact. |

## Effects of validation

Validating a Ready adjustment updates each affected item's on-hand quantity by the signed Quantity to Adjust and recalculates its weighted-average cost. A line that reduces on-hand to exactly zero resets that item's cost to zero. An increase can silently move a Draft/Released item to Active; a decrease to zero can silently move a Will obsolete item to Obsolete.