Reconciliation & Bulk Updates

Reconciliation and bulk updates let you correct inventory counts when the system and physical reality diverge, with full audit trail logging through change logs.

Two reconciliation modes

When correcting inventory, you choose one of two modes:

• Addition/Subtraction: increase/decrease the current quantity by a specified amount. Use this when you found extra stock that wasn't recorded or realized you need to pull some off the shelf.
• Reconcile: set the quantity to an exact value, regardless of the current count. Use this when you've done a physical count and need the system to match reality.

Single item update

To correct a single item's inventory:

• Specify the item and the quantity adjustment (addition or force)
• Optionally specify a lot number (a new lot is created if it doesn't exist)
• The system creates a change log entry with the user_correction action type

Bulk reconcile

For larger corrections: such as after a full physical inventory count: bulk reconciliation processes multiple items at once:

• Provide a list of items with their corrections
• Choose the mode (addition or force) for the batch
• All corrections are applied and logged individually

Automatic allocation on correction

When inventory is added through reconciliation, the system automatically checks for open inventory issues (unfulfilled demand). If any exist for that item, the new inventory is allocated to satisfy them: the same behavior as stocking from a delivery.

Export

You can export current inventory levels for all items, including on-hand quantities. This export is useful for preparing physical count sheets or sharing inventory data with external systems.

Related

• Inventory overview: the underlying receipt/issue model that reconciliation adjusts
• Change logs: every correction is logged with full audit trail

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