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Adjust stock control

Learn how to adjust your stock levels in QuickBooks Commerce. 

After you set up your inventory, relationships, and price lists, you can now update your stock levels so you can accurately manage your inventory. Here’s how. 

Learn about stock control

Here’s how you can adjust your stock levels in QuickBooks Commerce. 

Receive a purchase order or fulfill a sales order

When you receive a purchase order or fulfill a sales order, the stock levels of your products will update within QuickBooks Commerce. It affects financial info like moving average costs and stock on hand values.

Complete a production order

With QuickBooks Commerce for Manufacturing, you can assemble new products and complete production runs (partial or full), accounting for wastage along the way, which updates your ledgers.

Adjust stocks

You can use a stock adjustment to increase or decrease your product quantity. It affects your financial info, including moving average costs and stock on hand values.

Use Stocktakes

Use stocktakes if you need to change the quantity of stock (periodically or full) without updating the moving average costs

Adjust your stock levels using Stocktake

If your stock levels and inventory are incorrect when you imported them, you can do a stocktake to update them without affecting your inventory’s moving average costs

Perform a manual Stocktake

If you’re updating only a few product variants or you don’t have a barcode scanner, do a manual stocktake.

  1. Go to the Stock Control menu, then select Stocktake
  2. Select New Stocktake from the dropdown▼  menu. 
  3. Select Authorize.
  4. Select the location you want to perform a stocktake for, then select BEGIN STOCKTAKE.
  5. Select Manual Stocktake.
  6. Update the variant quantities. This will override the current Stock on hand value.
    Note: The Stock on Hand value includes the amount of Stock available and Stock committed.
  7. Select View Summary to view the edits that you made. 
  8. If everything looks good, select Finalize Stocktake.


Once done, you can still view the stock adjustment summary. If you made a mistake, don’t worry. You can still revert the stock adjustment. 

Perform a Stocktake with a Barcode Scanner

If you have a barcode scanner and your products use UPC barcodes, use the barcode scanning method to speed up your process.

Note: Our stocktake tool works on a web browser. If you want to use a socket mobile barcode scanner, here’s how to set it up in your iOS device

  1. Connect your barcode scanner to your computer and make sure it’s working.
  2. Go to the Stock Control menu, then select Stocktake
  3. Select New Stocktake from the dropdown▼ menu. 
  4. Select Authorize.
  5. Select the location you want to perform a stocktake for, then select Begin Stocktake.
  6. Select Barcode Scanning.
  7. Scan the barcode on your product variants.
    Note: 
    • To prevent the false identification of barcodes, the minimum number of barcode characters is 6.
    • You can select Manual Stocktake if you want to switch to manual stocktake mode. You won’t lose any info. 
    • If the barcode exists in your QuickBooks Commerce inventory, each scan registers with a quantity of 1. To increase the quantity, you can scan multiple times on the same product or manually edit it.
    • If the barcode does not exist in your QuickBooks Commerce inventory, it will show a “Barcode is not found” error and won’t appear in the summary page.
  8. If the quantities are accurate, select Finalize stocktake.

Once done, you can select VIEW SUMMARY to view the edits that you made. 

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