Solution Properties
Solution ID:
222001000101057
Last Modified Date:
Thu Aug 20 09:01:23 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Enter a stock adjustment
Description

A stock adjustment allows you to change manually the quantity of an item in Sage Accounting. The system updates the stock level immediately and shows the adjustment on the stock item's Activity.

▼ Breakdown of a stock items activity

Details of stock movement types

Transaction type Movement type Details
Sales invoice Goods out Decreases the stock level. You can’t add a stock item to an invoice if you don’t have enough in stock.
Sales credit note Negative Goods Out Increases the stock level.
Purchase invoice Goods In Increases the stock level. We update the last cost price and average cost price for the stock item.
Purchase Credit Note Negative Goods In Decreases the stock level as you’ve returned the goods to the supplier. We also update the last cost price and average cost.
Add stock via an adjustment Adjustments In Increases the stock level. We use the cost price on the stock record multiplied by the quantity of the adjustment to work out the value of the adjustment.
Remove stock via an adjustment Adjustments Out Decreases the stock level. We use the cost price on the stock record multiplied by the quantity of the adjustment to work out the value of the adjustment.

 

NOTE:

Stock functionality is only available in Sage Accounting Plus. To upgrade, read how to upgrade your Sage subscription.

Cause
Resolution

Enter a stock adjustment

  1. From Products and Services, select the stock item you want to adjust.
  2. Select Adjust stock level, then complete the fields:
    • Date- Enter a date after your Accounts start date and not before your Year End Lockdown date
    • Type- Choose Increase quantity or Decrease quantity
    • Cost price- If you're adding stock, enter the cost price. We show the price set on the stock record by default
    • Quantity in stock- View the current quantity
    • Increase By/ Decrease by- Enter the number of units to adjust. You can't reduce the quantity below zero
    • Reason- Choose a reason or select Other and enter up to 50 characters
  3. Select Save.

The system updates the stock quantity and creates an Adjustment In or Adjustment Out transaction on the stock record.

Steps to duplicate
Related Solutions

Managing your stock

Stock Movements report