Add an adjustment reason
The reasons offered when adjusting stock come from a list your organisation controls.
Under organisation settings, not in Inventory. Needs organisation-admin access.
Worth saying, because the picker on the adjust screen gives no hint where its contents come from — people look for it in Inventory and do not find it.
Steps
- Open your organisation's settings.
- Find the adjustment reasons.
- Add a reason, with its name and direction.
- Save.
It appears in the picker straight away.
Direction
Direction controls whether a reason is offered for increases, decreases, or both.
Set it deliberately. Damage offered when someone is adding stock is a small nonsense that leads to reasons being picked because they were there rather than because they fit — which is how the reason field stops being worth reading.
Name it for what happened
The reason is what makes an adjustment reviewable later, so name it for the situation rather than the direction.
"Damage" says what happened. "Minus" says nothing you cannot already see from the number.
What you start with
Five: Correction, Cycle count, Damage, Found and Return. They cover most cases, and adding more is worth doing only when a genuinely distinct situation keeps recurring.
A long list is not better. The more choices there are, the less consistently any of them is used, and consistency is what makes the movement history filterable.
Retiring one
Deactivate rather than delete. It stops appearing in the picker, and past adjustments keep it.
That is what you want: deleting a reason would strip the explanation from every adjustment that used it — precisely the information you would be looking for when reviewing a year later.
Not for counts
A stocktake discrepancy records a count gain or count loss and carries no adjustment reason. Adding reasons does not change how counts are recorded.
The Cycle count reason exists for a discrepancy handled outside the formal count process, which is a different thing. See adjustment reasons.