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📉 Stock Adjustment in BillBook

2 min read

Stock Adjustment allows businesses to manually decrease stock quantities due to damage, shrinkage, or inventory corrections. It ensures that your inventory remains accurate and properly accounted for. 🚀📦


📌 What is Stock Adjustment? #

✅ Used to reduce stock levels for reasons like:

  • Damaged goods 📉
  • Stock shrinkage or theft 🔍
  • Expired products
  • Inventory corrections after stock audits 📊

✅ Helps track total stock loss and any recovered value (e.g., insurance claims, scrap sales).
✅ The Stock Adjustment amount is reflected in the Profit & Loss (P&L) Report.


📥 How to Create a Stock Adjustment in BillBook? #

Go toStock Adjustment → Add Stock Adjustment
✅ Select the Business Location and Adjustment Date 📅
✅ Choose the Adjustment Type:

  • Normal (e.g., leakage, minor losses).
  • Abnormal (e.g., fire, accidents, major damage).
    ✅ Add the products and quantities to be deducted.
    ✅ Enter Total Amount Recovered (if applicable).

📌 Example:

  • If you claim insurance or sell damaged stock as scrap, enter the recovered amount.
  • If no value is recovered, enter $0.

✅ Click “Save” 💾

📌 The stock is now updated, and adjustments are reflected in reports!


📊 Viewing Stock Adjustment Reports #

Go toReports → Stock Adjustment Report
✅ View adjusted quantities, recovered amounts, and reasons.
Profit & Loss Report:

  • Total Stock Adjustment is deducted from profit.
  • Total Stock Recovered is added to profit.

📌 This ensures that stock adjustments impact your financial reports correctly!


👁️ Hiding Product Prices During Stock Adjustment #

Sometimes, warehouse workers need to adjust stock without seeing product prices. BillBook allows restricting price visibility during stock adjustment.

🛠️ How to Hide Prices for Certain Users #

Step 1: Go toUser Management → Roles
Step 2: Find the role (e.g., Warehouse Worker) and click Edit.
Step 3: Under the Products Section, uncheck “View Purchase Price”.
Step 4: Click “Save” 💾

📌 Now, users with this role can adjust stock but won’t see product prices!


🚀 Why Use Stock Adjustment in BillBook? #

✅ Keeps inventory accurate 📦
✅ Tracks lost stock & recovered value 💰
✅ Helps in financial reporting (P&L Reports) 📊
✅ Restricts price visibility for non-finance users 🔐

With BillBook’s Stock Adjustment feature, managing inventory losses and corrections is seamless! 🚀📉

Let me know if you need any refinements! 😊

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