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How to… adjust stock in MultiTAS

This is a very common issue and it usually crops up three or four times in a week. With a little bit of luck, this should help explain how you can go about managing your stock in MultiTAS.

What are Stock Adjustments?

Stock Adjustments are used to adjust stock levels. They can be used for any number of reasons. These could be write-offs, stock takes, location transfers or simply to set an opening balance. Outwith of Sales Orders and Purchase Orders, the only way to adjust stock levels is via a Stock Adjustment. Unless, of course, you are using assemblies in which case you need to use the Build Assembly facility which is whole other kettle of fish.

How do I access Stock Adjustments in MultiTAS?

You can access the Stock Adjustment function from Stock > Stock Adjustments (program 5.2.1)

What can I do using the Stock Adjustment function?

The Stock Adjustment function allows you to process Stock Adjustments by entering a product code, the level the product is to be adjusted by and whether there is a cost involved.

On processing, the stock level of the product(s) is adjusted and – if necessary – a nominal transaction is created to update the product(s) cost of sales and stock nominal accounts.

Anything else I should know

You can’t process a stock adjustment for a product that is set up as a service. Nor for one that is set up as an assembly. Using MultiTAS, you can process stock adjustments en-masse by importing them. You can learn more about importing stock adjustments here.

Advanced

MultiTAS stock adjustments can work in two ways. The default is to adjust BY a particular number (Adjustment mode). But you can also adjust TO a particular number (Actual mode). This is set in the mode field in the top right corner of the form.

How to… series

Did you see that post? How to… set up MultiTAS Finance is the first in a (hopefully) long series of posts we’ll be publishing regularly. They are designed to help you out with some common issues and explain the basics of MultiTAS and the Infoplex suite of products. Think of them as… well, MultiTAS for Dummies (but without the bright yellow cover).

Our intention (yes, the road to hell and all that) is that we’ll have a new post in the How to… series every week. That sound you just heard, by the way, is Douglas banging his head on the table. But as we’re still writing down everything we (Douglas) knows it will take a few weeks to get up to speed. In the meantime, if there’s something you want/need/would like to know, you can always send an email to Support or call us.