Guide

Undoing a posted adjustment

Undo or reverse a posted adjustment by posting an offsetting one — the original stays in the adjustment history beside its reversal.

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A posted adjustment can't be edited or deleted. That's deliberate: the adjustment history is append-only, so anyone looking back can see what was changed, by whom and why. To undo one, you post a second adjustment that cancels the first one out. Both stay in the history as a pair: the mistake and its reversal.

Post the offsetting adjustment

  1. Open Adjustments and find the mistaken entry in Adjustment history. Note its SKU, location, quantity and Reference (or its date, if it has no reference).
  2. Click New adjustment and pick the same item and the same location.
  3. Choose the opposite direction for the same number of units. If the mistaken adjustment removed 5 units, add 5; if it added 5, remove 5.
  4. Under What happened, choose Data entry correction.
  5. In Reason, write Reverses <reference>. When the original's Reference column shows a dash, use its date and SKU instead — for example Reverses 14 Oct adjustment to SKU-RED-M — so the two entries read as a pair.
  6. Save. The reversal cancels the mistaken adjustment.

If the original adjustment went the right way but by the wrong amount (you removed 10 when you meant 6), offset only the difference — here, add 4 — and say so in the reason.

If the mistaken adjustment was posted against the wrong item, reverse it where it was posted, then post the adjustment you meant to make against the right one.

Who can do this

Owners, admins and planners post adjustments directly. Members with the Warehouse role send Report a stock difference instead: they fill in the same details and an owner, admin or planner approves it before anything changes. Purchasing, finance and read-only members can see the adjustment history but can't post or request one. See team roles and permissions.

Not sure what the number should be?

If you can no longer tell what the adjustment should have been, don't guess at an offset. Count the shelf instead: a cycle count records what is physically there and the variance against the old figure; see counting and adjusting inventory.

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