Stock Adjustments Module
The Stock Adjustments module is one of the most substantially modernized CRUD surfaces in the current build. It is now documented as a warehouse-aware, bin-aware, batch-aware reconciliation workflow with linked deviations, approval-threshold controls, live variance calculation, and shared modern UI patterns.
Core rule: stock adjustments are reconciliation documents, not normal commercial transactions. They should be used to bring system stock back in line with reality, and completed adjustments should always leave a clear movement trail.
What changed in the current stock-adjustment form
Major modernization items
- Added warehouse and warehouse-bin selectors to support location-aware correction.
- Added optional deviation linking so high-risk corrections can be tied to investigation workflows.
- Added approval-threshold value and approval-required flag for more disciplined variance handling.
- Added batch-aware item rows so corrections can target lot-level inventory where relevant.
- Aligned the form with the shared select, date, checkbox, and feedback system used across the modernized app.
Current document-level fields
Fields visible in the live create and edit screens
- Adjustment Date: shared datepicker field.
- Reference No: generated adjustment reference.
- Warehouse: optional warehouse context for the correction.
- Warehouse Bin: optional bin context under the selected warehouse.
- Linked Deviation: optional connection to an existing deviation record.
- Approval Threshold: numeric threshold that helps determine when extra review is needed.
- Approval Required: checkbox used with the threshold to flag sensitive corrections.
- Reason: shared custom select for physical count, audit correction, damage correction, opening balance fix, manual reconciliation, stock review, warehouse check, or other.
- Status: draft, completed, or cancelled.
- Notes: document-level audit note.
Current line-level fields
Each adjustment row now behaves more like a controlled reconciliation line than a simple quantity edit. The operator can work at product and batch level while seeing live impact before save.
Fields available on each adjustment line
- Product: product being reconciled.
- Inventory Batch: optional or required batch context where lot-level correction matters.
- Old Qty: current known quantity before correction.
- New Qty: corrected quantity that the system should end with.
- Difference Qty: live calculated signed difference.
- Unit Cost: cost basis used for variance value calculation.
- Notes: line-level explanation of the correction.
Calculation and review model
What the screen calculates for the user
- Signed difference between old and corrected quantity.
- Positive and negative quantity totals across the document.
- Net quantity effect across all lines.
- Variance value based on difference and unit cost.
- Live summary feedback before the operator submits the document.
Status, posting, and audit behavior
Operational effect of each status
- Draft: safe working document with no posted stock impact.
- Completed: final reconciliation that writes the corresponding adjustment movement logic.
- Cancelled: retained for audit history and no longer editable.
Shared UI and workflow behavior
Modernized interface standards used in this module
- Warehouse, bin, deviation, and batch fields use the shared custom select system.
- The adjustment date uses the shared datepicker.
- The approval-required toggle uses the shared checkbox contract.
- The module uses the same SweetAlert and toast submission flow as the other modernized operational screens.
- Create and edit now share the same structure instead of diverging into older markup patterns.
Why stock adjustments matter in the governance model
Adjustments are where data quality either improves or breaks. In a governance-first system, adjustment documents should explain where the correction happened, which batch was involved, whether a deviation exists, and whether the financial variance deserved escalation.
Current governance value of the module
- Preserves location and batch context for reconciliation.
- Creates clearer follow-up when the correction is linked to a deviation.
- Encourages discipline around large corrections through threshold and approval controls.
- Feeds better variance analysis into reports and executive review.
What changed in the stock-adjustment documentation
Documentation changes reflected here
- The page now matches the live modernized stock-adjustment form instead of the earlier simpler correction layout.
- The new location, batch, deviation, and approval controls are now documented explicitly.
- The role of stock adjustments inside the governance stack is now explained rather than treated as isolated reconciliation math.
Screen-by-Screen Stock-Adjustment Breakdown
What each stock-adjustment screen does
- Adjustment index: review reconciliation documents by date, reason, warehouse, status, and variance context.
- Create adjustment: define warehouse/bin scope, reason, linked deviation, approval controls, and correction lines.
- Edit adjustment: refine the correction while it is still a draft or otherwise still editable.
- Line calculation area: compare old quantity, new quantity, signed difference, cost basis, and variance impact per line.
- Approval and deviation area: connect sensitive corrections to review workflows instead of leaving them as unexplained quantity edits.
- Why it matters: stock adjustments are the app's formal reconciliation documents, so this screen exists to explain and audit stock corrections rather than hide them.