Record Stock Adjustments and Withdrawals

If receiving is the official path for increasing stock, Adjustment and Withdrawal are the official paths for explaining stock that changed or left the system.

Which Screen to Use and When

Adjustment

/stock/adjustment corrects the ledger quantity.

Good examples:

• stock count reconciliation
• damaged, lost, or discarded stock correction
• correction of an initial registration error

Withdrawal

/stock/withdrawal records actual use or stock removal.

Good examples:

• internal use
• treatment-room consumption
• sample giveaway
• non-POS stock use

Movement History

/stock/movement-history is the audit trail for stock movement.

Good examples:

• tracing why an item increased or decreased
• comparing purchase, adjustment, withdrawal, sale, and consumption flows
• preparing evidence for investigation

Operate Adjustment

Adjustment status flow

• DRAFT
• SUBMITTED
• APPROVED
• REJECTED
• CANCELLED

Recommended workflow

1. Write a clear adjustment reason.
2. Select the target item and lot.
3. Enter the increase or decrease amount.
4. Submit for review.
5. Let the approver complete the approval step.

Why the reason matters

Adjustment is an exception flow. If the reason is vague, later teams cannot tell whether the issue was shrinkage, disposal, damage, or a registration error.

Operate Withdrawal

Withdrawal status flow

• DRAFT
• SUBMITTED
• APPROVED
• REJECTED
• CANCELLED

Required withdrawal context

• purpose
• item
• lot
• quantity
• memo

How to distinguish Adjustment vs Withdrawal

• ledger correction -> Adjustment
• real stock leaving or being used -> Withdrawal

Mixing the two makes later root-cause analysis much harder.

Start Adjustment or Withdrawal from the Stock Screen

The main /stock table can launch either flow directly from the affected item row.

Good use cases

• when lot balance and reality do not match
• when internal use should be recorded immediately
• when an expiring lot needs to be removed properly

Use Movement History for Traceability

Movement History can combine:

• search term
• start / end date
• movement type

Example movement types

• PURCHASE
• ADJUSTMENT
• WITHDRAWAL
• SALE
• TRANSFER
• CONSUMPTION
• R_WITHDRAWAL
• R_SALE
• R_TRANSFER
• R_CONSUMPTION

Common operational patterns

• sudden increase -> check PURCHASE or recovery-style R_*
• unexplained decrease -> check WITHDRAWAL, SALE, CONSUMPTION
• ledger-only correction -> check ADJUSTMENT

Why Approval Matters

Both adjustment and withdrawal can be abused operationally.

• too much adjustment can hide loss
• too much withdrawal can hide unofficial use

Separating requester and approver is therefore a strong default policy.

Practical Tips

• Always choose the lot when the item is lot-tracked.
• Clear out non-approved adjustments and withdrawals before month-end count review.
• Check Movement History before creating a new discrepancy document when the cause is unclear.
• Do not manually withdraw stock again for the same POS sale.

Related Docs

• Monitor Stock and Manage the Catalog
• Run Procurement and Receiving
• Use Audit Logs