1. Navigate to “Stock Adjustments” #

1. Log in to your restaurant management system.
2. In the sidebar, click Inventory.
3. Under Inventory, select List Stock Adjustments.
4. The stock adjustments list page will open showing:
   • A Filters section for searching adjustments by location, user, and date.
   • An “All stock adjustments” header with total count.
   • A purple + Add button for creating new adjustments.
   • Export options (CSV, Excel, Print, Column visibility, PDF).
   • A comprehensive data table showing all adjustment records.

2. Understanding the Stock Adjustments List #

This page provides a centralized view of all inventory adjustments made across your restaurant operations. It serves as:

• Audit Trail – Complete history of all inventory corrections and their reasons.
• Financial Tracking – Monitor the financial impact of inventory adjustments over time.
• Pattern Analysis – Identify recurring adjustment patterns that may indicate systemic issues.
• Compliance Documentation – Maintain records required for accounting and regulatory compliance.
• Performance Monitoring – Track inventory accuracy and adjustment frequency by location and staff.
• Management Oversight – Review and approve adjustments before they impact financial records.

3. Use Filters to Find Adjustments #

1. Click the Filters dropdown to expand the search options.
2. Configure the following filters:
   • Business Location – Select “All” or specific restaurant location to view adjustments.
   • User – Filter by “All” users or select specific staff member who created adjustments.
   • Date Range – Set start and end dates (format: DD/MM/YYYY) to view adjustments from specific periods.
3. The table will automatically refresh to show filtered results.
4. Use the Search box (top-right) for quick text-based filtering by reference number, reason, or other details.
5. Common Filter Scenarios:
   • Monthly reviews: Set date range for specific month.
   • Location analysis: Filter by specific business location.
   • Staff performance: Filter by individual user to review their adjustments.
   • Recent activity: Use current date range to see latest adjustments.

4. Create New Stock Adjustment #

1. Click the purple + Add button (top-right corner).
2. This will redirect you to the “Add Stock Adjustment” page.
3. Complete the adjustment form with:
   • Business location and reference details.
   • Products and adjustment quantities.
   • Detailed reasons for the adjustment.
4. Save the adjustment to return to this list view.
5. The new adjustment will appear in the table with current status.

5. Manage Table Display Options #

1. Show entries – Select how many adjustments to display per page (10, 25, 50, 100).
2. Export Options – Use the action buttons:
   • Export to CSV – Download adjustments data as CSV file for spreadsheet analysis.
   • Export to Excel – Download as Excel spreadsheet with formatting.
   • Print – Print the current adjustments list for physical records.
   • Column visibility – Show/hide specific columns to customize the view.
   • Export to PDF – Generate PDF report of adjustments for formal documentation.
3. All exports respect the currently applied filters, allowing targeted reporting.

6. Understanding Table Columns #

7. Stock Adjustment Actions Menu #

Each adjustment row has an Action dropdown with options:

• View Details – Open comprehensive adjustment information showing all products and quantities.
• Edit Adjustment – Modify adjustment details (only available for draft/pending status).
• Approve Adjustment – Management approval to finalize the adjustment.
• Print Report – Generate printable adjustment report for documentation.
• Duplicate Adjustment – Create copy for similar adjustments (useful for recurring corrections).
• View Audit Trail – See complete history of changes and approvals.
• Reverse Adjustment – Create offsetting adjustment to correct errors.
• Delete Adjustment – Remove adjustment (only for draft status, requires authorization).

8. Sort and Navigate Adjustment Data #

1. Column Sorting – Click on column headers to sort data:
   • First click: Sort ascending (A-Z, earliest to latest, smallest to largest).
   • Second click: Sort descending (Z-A, latest to earliest, largest to smallest).
   • Third click: Remove sorting and return to default order.
2. Useful Sorting Options:
   • By Date – See most recent adjustments first.
   • By Total Amount – Identify largest financial impact adjustments.
   • By Status – Group adjustments by approval status.
   • By Location – Organize by restaurant branch.
3. Pagination – Use the bottom navigation:
   • Previous – Go to previous page of results.
   • Next – Go to next page of results.
   • Page numbers show current position in results.
4. Results Info – Bottom shows “Showing X to Y of Z entries” for context.

9. Handle Empty Adjustments List #

When no adjustments match your filters, you’ll see:

• “No data available in table” message in the table area.
• “Showing 0 to 0 of 0 entries” at the bottom.
• This could mean:
  • No adjustments created for the selected time period.
  • Excellent inventory accuracy with minimal corrections needed.
  • Filters are too restrictive (specific location, user, or date range).
  • Adjustments may be recorded in a different system or module.
• To resolve: Clear filters, expand date range, or check different locations/users.

10. Adjustment Status Workflow #

11. Adjustment Analysis and Reporting #

• Adjustment Frequency – Track how often adjustments are needed by location and time period.
• Financial Impact – Monitor total value of adjustments and their effect on profitability.
• Adjustment Types – Analyze patterns in adjustment reasons (damage, theft, counting errors).
• Staff Performance – Review adjustment accuracy and frequency by staff member.
• Location Comparison – Compare adjustment rates across different restaurant locations.
• Seasonal Trends – Identify if certain times of year require more adjustments.
• Product Categories – Determine which types of products require frequent adjustments.

12. Best Practices for Managing Adjustments #

• Regular Review – Review adjustment reports weekly to identify trends and issues.
• Approval Controls – Ensure all significant adjustments receive proper management approval.
• Documentation Standards – Maintain consistent, detailed reasons for all adjustments.
• Trend Analysis – Look for patterns that might indicate training needs or process improvements.
• Preventive Measures – Use adjustment data to improve inventory management processes.
• Staff Training – Train staff on proper inventory handling to reduce adjustment needs.
• System Integration – Ensure adjustments properly integrate with accounting and reporting systems.
• Audit Preparation – Maintain adjustment records in format suitable for internal and external audits.

13. Troubleshooting Common Issues #

14. Integration with Other Systems #

• Accounting Integration – Adjustments automatically update general ledger and cost of goods sold.
• Inventory Management – Real-time updates to available stock quantities across all locations.
• POS Systems – Adjusted quantities immediately reflect in point-of-sale availability.
• Reporting Systems – Adjustment data feeds into financial and operational reports.
• Audit Systems – Complete audit trail maintained for compliance and review purposes.

15. Done! 🎉 #

You can now effectively view, manage, and analyze all stock adjustments across your restaurant operations, ensuring accurate inventory records and proper financial controls!