How to Add or Edit Stock Adjustments in Tracepos

Managing inventory means keeping things accurate. Sometimes, you’ll need to add stock, remove damaged items, or even convert one product into another. That’s what the Add/Edit Stock Adjustment tool in Tracepos helps you do.

Here’s how to use it.

How to Open the Stock Adjustment Form

1. Go to the Stock Adjustment section in your Tracepos dashboard

2. Click + Add to create a new adjustment

3. Or click Edit beside an existing one to make changes

4. A pop-up form (modal) will open

Steps to Add or Edit Stock Adjustment

1. Select the Product

• Use the search bar to find the product

• If it’s not in your list, click Add Product to create it

• You’ll also see the Current Stock in the warehouse

2. Enter Adjustment Details

• Quantity

  • Enter how much you want to adjust

  • Use positive numbers to add stock

  • Use negative numbers to remove stock

• Adjustment Type
  Choose one:

  • Add — when you receive or find more stock

  • Subtract — for damaged, expired, or lost stock

  • Unit Conversion — when converting one product into another

• Adjustment Reason
  Pick a reason depending on the type:

  • For Add: e.g., Purchase, Correction

  • For Subtract: e.g., Expired Stock, Damage

• Batch and Expiry Info (if needed)

  • If you're removing expired stock, choose the batch and expiry date

3. Convert Units (Optional)

• If you're converting one product into another:

  • Search and select the new product

  • Enter how many units you want to convert

4. Add Notes

• Write any comment that helps explain the adjustment

5. Save or Cancel

• Click Create to add a new record

• Click Update to save edits

• Click Cancel to close the form without saving

What Makes This Feature Useful

• Live Product Search — Easily find products

• Real-Time Stock Info — See current stock right away

• Batch & Expiry Handling — Manage expired goods properly

• Unit Conversion — Convert between related products

• Mobile Friendly — Works well on all screen sizes

What You Need to Use It

• To add, you need stock_adjustments_create permission

• To edit, you need stock_adjustments_edit permission

Common Problems and Fixes

• Save Button Not Working?
  Make sure all fields are filled properly

• Stock Not Showing?
  Make sure the product is selected and stock is available in that warehouse

• Batch/Expiry Not Found?
  Check that the batch and expiry details match your stock records

• See Error Messages?
  Read the red error text under each field to fix it

This tool keeps your stock records clean. Use it anytime you notice a difference between physical stock and system records.