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Setting up adjustment reasons ​

For
Administrator
Where
Back office
Permission
Manage stores and settings
Checked on

When your team adjusts an item's stock, it chooses a reason: damaged, expired, lost… You decide the list of these reasons: you add some, rename them and turn off the ones you no longer want.

Before you start ​

  • The eight starting reasons (damaged, expired, lost, stolen, internal use, found, correction, other) can be renamed or turned off like the others.
  • Each reason has a direction: it removes stock, adds stock, or does either. The direction is chosen at creation and never changes.

Stock is a ledger: an adjustment already made never changes. That is why a reason is never deleted: it is turned off. Adjustments already made with it do not change.

Adding a reason ​

  1. Open Settings > Adjustment reasons.

    The Settings menu, the Adjustment reasons entry outlined, and the page title

    The Available reasons list shows your team's reasons, with their direction and their English label. The reasons keep their French name in the list.

    The first two rows of the list: Abîmé and Périmé, removes stock, with their English label

  2. Click Add a reason.

    The page title and the Add a reason button outlined

  3. Type what the team reads on the adjustment screen in French label, for example Dommage à la livraison. The label is unique in the list, even among the reasons that are turned off.

    The Add a reason window: the French label field outlined

  4. Type the label for the English screen in English label. It is optional: without it, the English screen shows the French label.

    The English label field outlined, with Shipping damage

  5. Choose the direction in Allowed direction, for example Removes stock. Check Note required if the team must write a note to adjust with this reason.

    The direction Removes stock chosen and the Note required box checked and outlined

  6. Click Save.

    The bottom of the window, the Save button outlined

The screen shows "The reason “Dommage à la livraison” is added." The reason appears in the list, active, with its direction and its English label.

The reason Dommage à la livraison: Removes stock, Note required, In English: Shipping damage

Renaming a reason ​

  1. Open Settings > Adjustment reasons.

  2. Click Edit, in the reason's row.

    The reason's row, the Edit button outlined

  3. Change the labels or the required note. The direction can no longer be changed.

  4. Click Save.

The screen shows "The reason “…” is saved."

Turning a reason off ​

A reason that is turned off is no longer offered for a new adjustment.

  1. Open Settings > Adjustment reasons.

  2. Uncheck Active, in the reason's row.

    The turned-off reason's row, with the Turned off badge and the Active box unchecked and outlined

The screen shows "The reason “…” is turned off." To put it back in service, check Active again.

If you turn off every reason, nobody can adjust stock any more: the screen says so. Keep at least one reason on.

Troubleshooting ​

"A reason already has this French label." ​

Each French label is unique in the list, even among the reasons that are turned off. Choose another label, or turn back on the reason that has it.

"This reason was changed elsewhere since you read it." ​

Nothing was written: the list is reloaded. Check the reason, then start over.

See also ​