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Ask Agent Dave to adjust stock at a Stock Location

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Martha HearnMartha Hearn

Since Stock Locations arrived, stock has moved in through Purchase Orders and out onto Projects. Real life is less tidy. Cable gets damaged, a stocktake disagrees with the system, and a new warehouse starts with shelves already full.

You can now ask Agent Dave to adjust the quantities held at a Stock Location. Tell Dave what happened in plain English and it makes the correction for you.

  • "Set up the Bristol warehouse with 40 panels at £95 each."
  • "Write off 3 metres of the 15mm pipe in the Cardiff warehouse, damaged in storage."
  • "We counted 18 cylinders in Bristol, not 22."

A whole stocktake can go through in one go. List everything you counted, some up and some down, and Dave applies the lot together.

The value of your stock stays right. Stock you add comes in at the price you state, and stock you remove leaves at the weighted average cost the Location was already holding it at.

Adjusting stock is available to Admins and Super Admins on every Payaca account.