Cloudy Revenue Inventory Knowledge Base

Inventory Adjustment Creation Steps

Step 1: Navigate to Inventory

Open the Inventory tab and select the Inventory record that requires adjustment.

Step 2: Create Inventory Adjustment

Navigate to the Inventory Adjustments related tab and click New to create a new Inventory Adjustment record.

Step 3: Enter Adjustment Information

Provide the required details:

• Adjustment Date
• Inventory (Automatically populated from the selected Inventory record)
• Inventory Transaction (Select the related Inventory Transaction, if applicable)
• Type (Damage, Theft, or Other)
• Quantity Adjusted
• Available Despite Damage (Enable if the damaged inventory is still usable or saleable)
• Remarks / Notes
• Other Description (Required when Type = Other)

Step 4: Save the Inventory Adjustment

Click Save to create the Inventory Adjustment record.

Step 5: Inventory Updated

The system automatically:

• Creates the Inventory Adjustment record.
• Updates the corresponding Inventory quantities.
• Links the adjustment to the selected Inventory Transaction.
• Records the adjustment for audit history and reporting.
• Reflects the adjustment in Inventory and Warehouse reports.

Best Practices

• Record Inventory Adjustments immediately after identifying inventory discrepancies.
• Use the correct Adjustment Type (Damage, Theft, or Other) to improve reporting accuracy.
• Enable Available Despite Damage only when damaged inventory is still suitable for sale or internal use.
• Always provide clear Remarks/Notes explaining the reason for the adjustment.
• Link the adjustment to the correct Inventory Transaction to maintain a complete audit trail.
• Periodically review adjustment records to identify recurring inventory issues.
• Use Inventory Adjustment reports to monitor inventory losses and improve warehouse processes.
• Perform regular stock reconciliation to ensure inventory records match physical stock.
• Restrict adjustment permissions to authorized users to maintain data integrity.
• Review inventory adjustment trends to reduce future stock losses and improve operational efficiency.