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Warehouse and logistics · WL-20

Stock Adjustment and Reason Log

A free printable stock adjustment sheet — every manual change to a system quantity with the figure before, the count found, the reason code and who approved it.

First page of the Stock Adjustment and Reason Log — Turn a pile of unexplained adjustments into a list with a reason against each one, so the next stock count has fewer surprises.
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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

Fill it in type and save

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Turn a pile of unexplained adjustments into a list with a reason against each one, so the next stock count has fewer surprises.

Who it is for

Stores and warehouse staff, stock controllers and small business owners who correct their own stock figures and want a record of why.

How to use it

  1. Write the site, the period covered and the stock system being adjusted.
  2. Give every adjustment its own row, one SKU per row.
  3. Record the quantity the system showed and the quantity actually found, and the difference with its sign.
  4. Write the reason using the codes your own system uses.
  5. Have adjustments approved by whoever your workplace says may approve them.

What is on the sheet

One page, top to bottom:

Printed under the title: Every time the system quantity is changed by hand — what it said, what was actually there, the difference, why, and who agreed to it — so the adjustments themselves can be counted, not just the stock.

Your reason codes. Reason codes are yours: use the ones your stock system already has so this sheet and the system agree. An adjustment with no reason written against it is the one that gets asked about at the next count. Who may approve an adjustment is decided where you work.

Write-on lines: Site / stores · Period · Stock system · Log kept by

Adjustments made — one row per SKU per adjustment — reason: damage, miscount, theft, data error, write-off

Table, 12 rows: Date · SKU / product · Location · System · Counted · Adj. +/- · Reason / code · Raised by · Approved by

Questions

Why keep a paper log when the system already records the adjustment?

Because most systems record that a figure changed, not why in words anyone will read later, and not who was asked before it was changed. This log is the reason and the approval, kept where the next stock count can find it.

Is there a limit above which an adjustment needs approval?

That is set where you work. The sheet has an approved-by column on every row and no threshold printed, so you can apply your own rule.

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