Adjust Inventory as a 3PL

Created by Axel Van Dyck, Modified on Thu, 21 May at 12:59 PM by Axel Van Dyck

Manually Adjust Inventory as a 3PL

Overview

The Inventory Adjustments module in 3PLICITY allows 3PL Companies to manually update product inventory quantities when physical stock counts differ from the quantities currently registered in the system.


Adjustments are commonly used for:

  • Inventory recounts

  • Damaged product corrections

  • Missing inventory reconciliation

  • Warehouse stock corrections

  • Operational stock updates

  • Returned inventory updates

Every adjustment generates an audit record containing:

  • Previous quantity

  • Updated quantity

  • Quantity difference

  • Adjustment reason

  • Warehouse information

  • User who performed the adjustment

  • Timestamp of the action

All adjustments are visible to both the 3PL Company and the linked Merchant.


Accessing the Inventory Adjustments Section

Navigate to Adjustments

  1. Log in using valid 3PL Company credentials.

  2. Open the left-side navigation panel.

  3. Click Available Stock.

  4. Select Adjustments from the submenu.

The Adjustments screen displays the inventory adjustment history for all products managed by the 3PL.


Understanding the Adjustments Screen

Adjustments Table

The Adjustments page contains a table with all recorded inventory modifications.

Available Columns

The table includes:

  • Product

  • Old Qty

  • New Qty

  • Change

  • Reason

  • Date

Each entry represents a completed inventory adjustment.


Product Information

The Product column displays the product name associated with the adjustment.


Quantity Information

Old Qty

Displays the quantity before the adjustment was made.

New Qty

Displays the updated quantity after the adjustment.

Change

Displays the quantity difference between the old and new inventory values.

Examples:

  • Positive values indicate stock increases

  • Negative values indicate stock decreases


Reason Tracking

The Reason column displays the explanation provided by the 3PL user during the adjustment process.

This helps maintain operational traceability and inventory audit history.


Date Tracking

The Date column displays when the adjustment was created.


Searching, Filtering, and Sorting Adjustments

Search Adjustments

The Adjustments screen includes a search bar that allows users to quickly locate inventory modifications.

Users can search by:

  • Product name

  • SKU

  • Reason

  • Adjustment information


Filter Adjustments

Each applicable table column includes filtering options that allow users to narrow down results based on operational needs.

Examples include:

  • Product filtering

  • Date filtering

  • Quantity filtering


Sort Adjustment Data

Users can sort table data by clicking column headers.

Sorting helps organize adjustment history by:

  • Product

  • Quantity changes

  • Dates

  • Reasons


Creating a Manual Inventory Adjustment

Open the Adjustment Modal

  1. Navigate to Available Stock > Adjustments.

  2. Click Create Adjustment located in the top-right section of the page.

The adjustment creation modal opens.


Understanding the Adjustment Form

Product Selection

Product Dropdown

The Product dropdown displays all available inventory items registered in the system.

To Select a Product

  1. Click the Product dropdown.

  2. Select the desired product from the list.

The selected product becomes associated with the adjustment.


Warehouse Selection

Warehouse Dropdown

The Warehouse dropdown displays all available warehouses registered for the 3PL account.

If only one warehouse exists, it may appear automatically as the default option.

To Select a Warehouse

  1. Click the Warehouse dropdown.

  2. Select the desired warehouse.

The inventory adjustment will apply to the selected warehouse location.


New Quantity Field

The New Quantity field defines the updated stock amount for the selected product.

To Enter a New Quantity

  1. Click the New Quantity field.

  2. Enter the desired inventory amount.

Only numerical values are accepted.

The system automatically calculates the quantity difference between the previous quantity and the updated quantity.


Reason Field

The Reason field is used to document why the inventory adjustment is being performed.

Common Adjustment Reasons

Examples include:

  • Inventory recount

  • Damaged products

  • Missing inventory

  • Returned stock

  • Warehouse correction

  • Manual stock reconciliation

To Add a Reason

  1. Click the Reason field.

  2. Enter the operational explanation for the adjustment.

Providing detailed reasons helps maintain inventory traceability and audit accuracy.


Completing the Adjustment

Create the Adjustment

After all required fields are completed:

  1. Click Create.

The system processes the inventory adjustment and returns to the Adjustments table.

A confirmation notification appears indicating the adjustment was created successfully.


Reviewing Adjustment Records

New Adjustment Entry

After creation, the new adjustment appears in the table.

The entry includes:

  • Product name

  • Previous quantity

  • Updated quantity

  • Quantity difference

  • Adjustment reason

  • Date created


Viewing Adjustment Details

Open an Adjustment Record

To review a specific adjustment:

  1. Click any adjustment entry from the table.

The Adjustment Details screen opens.


Understanding the Adjustment Details Screen

Quantities Card

The Quantities section displays:

  • Old Quantity

  • New Quantity

  • Quantity Change

This section provides a clear comparison between the previous and updated inventory levels.


Product Card

The Product section displays:

  • Product name

  • SKU

  • Product ID

This information identifies the exact inventory item affected by the adjustment.


Warehouse Card

The Warehouse section displays:

  • Warehouse name

  • Warehouse ID

This confirms where the inventory modification occurred.


Reason & Audit Card

The Reason & Audit section includes:

  • Adjustment reason

  • Creation date

  • Time stamp

  • User email responsible for the adjustment

This section provides complete audit visibility for operational tracking and accountability.


Adjusting Inventory from Total Products

Access Adjustment Actions from Inventory

3PL users can also create inventory adjustments directly from the Total Products section.

To Adjust Inventory from Total Products

  1. Navigate to Available Stock > Total Products.

  2. Locate the desired product.

  3. Use the adjustment or edit action available in the product row.

The adjustment modal opens and follows the same inventory adjustment workflow.


Verifying Updated Inventory Quantities

Review Updated Inventory as a 3PL

After performing an adjustment:

  1. Navigate to Available Stock > Total Products.

  2. Use the Merchant filter if necessary.

  3. Select the Merchant associated with the updated inventory.

The inventory tables update automatically with the adjusted quantities.


Total Available Inventory

The Total Available table displays:

  • Product names

  • Total available quantities

Updated quantities reflect the latest inventory adjustment values.


Warehouse Inventory Totals

The Warehouse table displays:

  • Available quantity by warehouse

Warehouse quantities also reflect the updated inventory values after the adjustment is completed.


Merchant Visibility of Inventory Adjustments

Merchant Access to Adjustment History

Linked Merchants can review inventory adjustments performed by the 3PL Company.

To Review Adjustments as a Merchant

  1. Log in as the Merchant user.

  2. Navigate to Available Stock > Adjustments.

The Merchant can view:

  • Product adjustments

  • Previous quantities

  • Updated quantities

  • Quantity changes

  • Adjustment reasons

  • Adjustment dates


Merchant Adjustment Details

Merchants can open any adjustment entry to review detailed operational information, including:

  • Product details

  • Warehouse information

  • Quantity updates

  • Audit history

  • Adjustment reason

  • Adjustment timestamps

This visibility helps maintain transparency between the 3PL Company and the Merchant regarding inventory operations.

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