Stock Adjustment (+) / (-) Via WDC

Stock Adjustment (+) and Stock Adjustment (-) are two separate WDC operations used to adjust stock quantities through barcode scanning. Both operations follow the same user flow, but they serve different business purposes: (+) is used to increase stock and (-) is used to decrease stock.

1. Overview

These operations are used when stock needs to be corrected through an inventory adjustment process. The warehouse user scans the adjustment document in WDC, scans the products that need to be adjusted, confirms the scanned result from the Summary page, and then the back-office user loads those scanned records into the Stock Adjustment document using Import from WDC.

Business usage:

Stock Adjustment (+) is used when stock must be added to the system.
Stock Adjustment (-) is used when stock must be reduced from the system.

Behavior: Both operations are validated as draft stock adjustment documents in WDC, and both use Import from WDC to create adjustment lines in the document. The system decides whether the imported quantity should be positive or negative based on the selected operation type.

2. Configuration

Create WDC Operation Type

Navigation:

Inventory → Configuration → WDC Operation Types → New

Fields:

Name: Enter the display name, for example, “Stock Adjustment”.
Type: Select the internal system type. Stock Adjustment (+): For increasing stock quantity. Stock Adjustment (-): For decreasing stock quantity.
Enable Creation: If checked, allows the warehouse user to create a new Stock Adjustment Journal directly from the handheld device.
Validate Existing: Appears only if “Enable Creation” is checked. If checked, the system validates if a draft Stock Adjustment Journal already exists for the selected location in the back-office. If a draft exists, it prevents the creation of a duplicate journal.

2. Step-by-Step Process

Step 1: Open WDC and Select the Required Adjustment Operation

Go to WDC → Operations and choose one of the following:

Stock Adjustment (+)
Stock Adjustment (-)

The user should select the operation based on whether stock needs to be increased or reduced.

Step 2: Select an Action

Lets select Stock Adjustment (+), the WDC displays the following options:

Scan Barcode – Use the device camera to scan a product barcode.
Search Order – Search for an existing Stock Adjustment document using its name or code.
Create Order – Create a new Stock Adjustment document manually.

Select the appropriate option to proceed with the stock adjustment process.

Step 3: Create Stock Adjustment Journal (WDC)

Procedure:

Tap Create Order
Fill in the popup fields:
- Journals: Defaults to the Stock Adjustment operation type.

Multiple Stock Adjustment Journals can be created based on the purpose of the stock adjustment. For example:

Damaged Stock
Marketing / Sample Adjustment, etc.
Each journal can be configured with the appropriate accounting impact, allowing stock adjustments to be recorded against the relevant accounts. This also helps in reporting and analysis, as adjustments can be identified and tracked separately based on the journal used.
- Warehouse: Select the specific warehouse/location from the dropdown.
- Inventory Date: Select the date of the physical count.
- Reference: Enter a reference text, for example, “Test Stock Adjustment”.

Step 4: Review the WDC Scanning Screen

After the document is validated, WDC opens the scanning screen and shows:

Document Number
Warehouse Name
Default Location
Set Quantity section

The user can increase, decrease, or manually edit the scan quantity before scanning products.

Step 5: Scan the Products

The warehouse user scans the products that need to be adjusted. Each successful scan creates a Wdc Transaction Lines record in Draft state.

During scanning, WDC can also handle:

Lot selection for lot-tracked products
Serial entry for serial-tracked products
Location change if a bin or location barcode is scanned
Quantity adjustment using the set quantity feature

If the product requires tracking, WDC asks the user to complete the required Lot or Serial details before the line is accepted.

Step 6: Review the Summary Page

Once the user finishes scanning, the Summary page is opened to review the scanned products.

The summary usually shows:

Product
Lot / Serial where applicable
Quantity
Scanned By
Scanned Date and Time

The user can review the lines and click on Confirm button.

Step 7: Review and Post the Stock Adjustment in Back Office

Once the user clicks Confirm in the WDC, the system creates the corresponding Stock Adjustment Lines in the Back Office Stock Adjustment Journal.

The user can review the generated lines, including the Product, UoM, Warehouse, Lot/Serial, Quantity, Unit Cost, and Cost Amount.

After reviewing the details and confirming that the information is correct, click Post to post the Stock Adjustment Journal and apply the adjustment to inventory.

Step 9: Understand How the System Applies (+) and (-)

3. Important Notes

Use Stock Adjustment (+) only when stock needs to be increased.
Use Stock Adjustment (-) only when stock needs to be reduced.
The correct sign is handled automatically during import, based on the selected operation.
The document must remain in Draft until WDC lines are imported.
Users can review the scanned records at any time through the WDC Lines link in the adjustment form.

4. Business Benefits

Stock Adjustment via WDC helps the business:

Reduce manual data entry in stock adjustment journals
Improve accuracy during stock correction
Allow warehouse users to capture adjustments directly from the floor
Support lot and serial controlled products in adjustment workflows
Speed up adjustment preparation before final posting