Adjusting Inventory
An inventory adjustment is when you change your inventory 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 inventory, or items you're setting up for the first time.
How to Get There
Go to Inventory > All Items in the sidebar, then click any item to open its detail panel.
How to Adjust Inventory
From the All Items Page
- Go to Inventory > All Items in the sidebar.
- Find the item you want to adjust. You can use the search bar or filter by storage area.
- Click the item to open the detail panel.
- Find the location you want to adjust and use the inline adjustment controls to add, subtract, or reset the quantity.
- Submit the adjustment.
The All Items page gives you context — you can see current inventory, stock progress bars, and per-location breakdowns 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 one of the transfer workflows instead. The Transfer page creates formal transfer orders with Sent/Received status and carrier tracking. If you don't need that and the move has already happened, the inline adjustment form has a Transfer action mode that records the move as a paired Deduct + Add in one step. Doing the deduct and add separately by hand still works but takes two submissions and is easier to get out of sync.
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.
- Lot-level adjustments — Each row in the breakdown modal has an optional Lot field. Pick an existing lot from the dropdown or type a new lot code to tie the adjustment to a specific batch. Leave it empty to adjust without lot attribution. See Lot Tracking for more on how lots work.
Related
- Counting Inventory — Physical counts and inline adjustments
- 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
