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Reserve inventory and make manual adjustments

Last updated July 23, 2026

Purpose and common uses​

Reserve inventory when stock needs to be held for a job or invoice. Use Manual Adjustment only to correct actual quantity for a count, damage, loss, return, or other physical change.

Before you begin​

Confirm the Inventory Item, location, available quantity, job or invoice, and requested amount. For an adjustment, identify the real-world reason and a useful reference.

Find and reserve inventory​

  1. Click Inventory.
  2. On Inventory Items, click Reserve Inventory.
  3. Select the item.
  4. Select the warehouse or truck location.
  5. Enter the quantity.
  6. Connect the job, invoice, or line item when requested.
  7. Review the available stock and save the reservation.
  8. Open the Allocations tab.
  9. Find the pending allocation and verify Job / Invoice, Item, Quantity, Location, and Date.
  10. Click Finalize when the stock is consumed, or Release when it is no longer needed.

Finalize commits the allocation; Release returns pending stock to availability.

Make a manual adjustment​

  1. Return to Inventory Items.
  2. Click Manual Adjustment.
  3. Select Item and Location.
  4. Enter Quantity Change. Use a positive number to add stock or a negative number to reduce it.
  5. Select Reason.
  6. Enter a reference and notes that explain the count or event.
  7. Save the adjustment.
  8. Confirm the item quantity and review Audit Trail.

Use a clear reason and reference so the inventory history can be reconciled later.

What happens next​

Reservations change available and pending quantities. Finalized allocations and manual adjustments affect stock and add a record to the audit trail.

Troubleshooting​

Reserve Inventory shows insufficient stock​

Select another location, reduce the quantity, release an unneeded pending allocation, or replenish the item.

Finalize or Release is missing​

Only pending allocations have those actions. Review the status for finalized, shortage, or voided.

The adjustment changed stock in the wrong place​

Do not edit history. Enter an opposite adjustment at the wrong location and the correct adjustment at the intended location, using clear notes.