Adjusting Inventory

InventoryUpdated October 9, 2026 · Reviewed by Peasy Team

An inventory adjustment is when you change your inventory count outside of the normal workflows like receiving a purchase order, shipping an order, or finishing a work order. It's a quick way to correct a discrepancy or account for something unexpected — like damaged product, missing inventory, or items you're setting up for the first time.

How to Get There

Go to Inventory > All Items in the sidebar, then click any item to open its detail panel.

How to Adjust Inventory

From the All Items Page

  1. Go to Inventory > All Items in the sidebar.
  2. Find the item you want to adjust. You can use the search bar or filter by storage area.
  3. Click the item to open the detail panel.
  4. Find the location you want to adjust and use the inline adjustment controls to add, subtract, or reset the quantity.
  5. Submit the adjustment.

The All Items page gives you context — you can see current inventory, stock progress bars, and per-location breakdowns all in one place. See Counting Inventory for more on this page.

You can also adjust inventory from the command palette (Cmd+K / Ctrl+K → search "Adjust Inventory") if you already know exactly which item and location you need to change.

With Beacon

Ask Beacon to adjust an item, such as "Add 12 Oat Bar at the Warehouse" or "Set Oat Milk at the Warehouse to 40." Beacon replies that you can adjust it in the item's inventory panel, or that it can do it now, and shows two buttons:

  • Show me opens the item on All Items with the adjustment filled in at that location. Each value Beacon filled has a soft glow until you change it, and Submit is highlighted. Check the adjustment and click Submit yourself.
  • Do it for me shows the item, the location, and on-hand before and after. Click Adjust inventory to record it, or Cancel. After it is recorded, Undo this adjustment reverses it. Undoing a count sets on-hand back to what it was, as long as nothing else has changed that item's stock at that location since.

Use one or the other: once the adjustment is recorded either way, the other button no longer records a second one.

The quantity is in the item's inventory unit. If the item or location you name matches more than one, Beacon asks which one you mean first. If you have more than one location and don't name one, Beacon asks which location. For items with lot numbers at that location, a quantity in another unit, or a subtraction larger than what is on hand, Beacon shows an Open Adjust inventory button instead, which opens the same filled-in form. If you close the panel, click the button again to reopen it. Beacon's values stay filled in until you submit or for 30 minutes. After that, the button opens the same item and location with the form blank. On the phone, continue the chat in Peasy on the web.

When to Use Adjustments

Adjustments are the right tool when there's no other workflow that applies. Common examples:

  • Corrections after a count — You counted wrong, or the system shows 50 but you actually have 48. Adjust to match reality.
  • Damage, waste, or shrinkage — Product was damaged, spoiled, thrown away, or went missing. Deduct it so your numbers stay accurate.
  • Starting inventory — You're setting up Peasy for the first time and need to enter what you already have on the shelf.
  • Samples given away — You handed out samples at a trade show or to a walk-in customer, and the samples aren't tied to any order.

When to Use Something Else Instead

Adjustments are meant for corrections and one-off changes. If the inventory change came from a specific business event, there's usually a better workflow that gives you a proper paper trail.

Received items from a supplier — Use a purchase order or receive without PO instead. Even if the items were free (like bonus samples from a roaster or extra product after a batch), add them as a $0 line on the PO. This way you have a record of where those items came from and can track supplier patterns over time.

Produced items from a work order — Complete the work order instead of adjusting. Peasy automatically adds the finished product and deducts the ingredients, so your costs stay accurate.

Moved items between locations — Use one of the transfer workflows instead. The Transfer page creates formal transfer orders with Sent/Received status and carrier tracking. If you don't need that and the move has already happened, the inline adjustment form has a Transfer action mode that records the move as a paired Deduct + Add in one step. Doing the deduct and add separately by hand still works but takes two submissions and is easier to get out of sync.

Returned from a customer — Process through the return workflow so the return is tied to the original sale.

Good to Know

  • Every adjustment is logged in Inventory History as a Manual Add or Manual Deduct, with who made it and when.
  • Adjustments don't require a reason, but adding a note helps future you (or your team) understand why the change was made.
  • If you need to adjust many items at once, doing a full count from the Count page might be faster than adjusting one by one.
  • Lot-level adjustments — Each row in the breakdown modal has an optional Lot field. Pick an existing lot from the dropdown or type a new lot ID to tie the adjustment to a specific batch. Leave it empty to adjust without lot attribution. See Lot Tracking for more on how lots work.

Related