Audience:
New Elevated Signals users, Facility Managers, Inventory Managers, QA Managers—basically anyone who touches inventory.
Estimated Time:
3 minutes
Overview
Sometimes, what’s recorded in your inventory doesn’t quite line up with what you’re actually seeing on the floor. This tutorial shows you how to safely and cleanly adjust those numbers.
You won’t need to do this often—just when things really don’t add up, especially after a reporting period has wrapped up.
Before You Start
Do you have the right permissions? (Admins and Members do!)
Are you adding more inventory or removing some?
Are you sure reconciliation is the best route?
If you're still in the reporting period, undoing steps might be a cleaner way to fix things and stay audit-friendly.
Step 1: Navigate to the Inventory
Let’s track down that inventory item.
Use the search bar or navigate through the Production Batch Detail or Inventory Product pages.
Click the inventory you want to adjust—this opens the Inventory Detail view.
Click Inventory Actions and then select Create Inventory Adjustment.
Step 2: Fill Out the Adjustment Form
Time to tell the system what’s changed.
Choose your Adjustment Type:
Addition if you’re adding stock.
Subtraction if you’re removing some.
Pick a Reason from the list. If nothing fits, select Other and type in your own.
Enter the amount and choose the right unit.
(Optional) Want to backdate it? Use the Date field to do that.
✅ Pro Tip: This adjustment also acts as a Work Order. Add a description to explain why the change was needed—it helps down the line.
🗒️ Note: You won’t be able to link Equipment or Records here.
🗒️ Note: Try to keep the unit type the same as the original.
Troubleshooting
Problem: I can’t find the inventory I need.
Fix: Try the search bar. Or retrace your steps through related Work Orders or Batches—it might be tucked in there.
Problem: It doesn’t let me adjust the Subtraction of Inventory.
Fix: Double-check your math. You can’t subtract more than what’s currently in stock.