If in the process of adjustment or stock-taking in business processes you need approval or prior approval.

Follow these steps below to activate the configuration :

Setup Users

Step 1. Go To Users - Group - Select Group - Adjustment - Approval Check List

Make sure the user has been given roles Approval on Adjustment menu.

I. Configuration Adjustment With Approval

Step 1. Go to Menu Setup - More Menu - Application


Step 2. Tab Adjustment - Workflow - With Approval (In Progress/ Waiting for Review / Accepted ) then Save.


In this configuration, there will be 3 processes in adjustment or stock taking.



In Progress

Still in process adjustment/draft

Waiting for review

Still in process for review


Adjustment rejected or Accepted

II. Create Adjustment With Approval

After we have finished the configuration the next step is we will try to make an adjustment with approval. The steps are as follows:

Step 1. Click New on Adjustment menu


Step 2. Input Inventory Adjustment Form then Process

Here we will input the form for adjustment and choose Update inventory - Set available quantity to a given value where the number of products in the inventory will change according to the quantity that we have entered in the adjustment form.


Step 3. Select In Progress or Submit For Review

Here I choose to submit for review


Step 4. Inventory Adjustment Complete


Adjustments that you make will be immediately saved and appear in the Inventory Adjustment list in accordance with the status that has been selected.


The next step is a review of the process, you or your assigned staff can approve or cancel the adjustment or stocktaking that has been made.


Adjustment with Approval Tutorial Video


Did this answer your question?