If there is a stock that has a different script quantity than the actual one, it can be reset.
Open the Management application in the Stocks menu.
Find and select the stock you want to reset.
Select "Reset Stock" from the top right
Select the date, the reason for resetting, but also the new amount of stock
Save the changes and the stock quantity will be updated. For a check we can access the Management - History menu where we will have the reset registered, exactly on the selected date.
Direct reset or reset through inventory?
The steps above describe a direct reset on a stock item — suitable when you need to correct one or two items and don't want to create an inventory document.
If you have counted everything and want to create a document, use an inventory instead (Inventory → Stocktake). Keep in mind that these are two separate steps: saving the inventory only records the count and the differences, without changing the stock; the correction is made only after you open the saved inventory, select the stock items, and click “Reset Stock”. See the article “How do I perform an inventory?”
One more difference if you use inventory: after you click “Reset Stock” on certain inventory rows, the book quantity for those rows remains fixed — it is the value from which the stock was reset — and is no longer updated when you reopen the document. To recalculate it, you must first cancel the reset on the respective rows (“Cancel Stock Reset”), because only cancelling the reset also reverses the movement recorded in History. The direct stock reset for merchandise described above does not have this restriction: you can reset the same merchandise item again at any time, with each reset being a new movement in History.
When NOT to Use Stock Reset
Exception - resetting a semi-finished product to 0 when it has a negative balance. The rule above refers to adding a positive quantity to a semi-finished product. Bringing a semi-finished product with a negative balance back to 0 is different and is correct: if you added the sub-recipe after you had already been selling it, the negative balance accumulated during the earlier period, and now, with the sub-recipe active and production disabled, sales reduce the ingredients while no further stock movements affect the semi-finished product itself. Resetting it to 0 removes that remaining historical balance, and it stays at 0 without duplicating anything. See the article “Why do I have negative stock?”.
Exception - resetting a semi-finished product to 0 when it has a negative balance. The rule above refers to adding a positive quantity to a semi-finished product. Bringing a semi-finished product with a negative balance back to 0 is different and is correct: if you added the sub-recipe after you had already been selling it, the negative balance accumulated during the earlier period, and now, with the sub-recipe active and production disabled, sales reduce the ingredients while no further stock movements affect the semi-finished product itself. Resetting it to 0 removes that remaining historical balance, and it stays at 0 without duplicating anything. See the article “Why do I have negative stock?”.
Stock reset aligns the recorded stock with the quantity physically counted. There are two situations where it may seem like the right solution, but it is not:
For the quantity of a semi-finished product that you have produced from your own ingredients. In this case, use the production document: Inventory Management -> Stock, on the raw material row with the sub-recipe, three-dot menu -> “Finished Product”, with the date set to the time when you actually produced it. Production adds the semi-finished product to stock and simultaneously deducts the ingredients; a reset only creates the quantity and leaves the ingredients in stock as well, effectively duplicating your inventory. See the article “How Do I Create Production?”.
For a product set to the “Contains recipe” type in the Product Catalog. This is not an inventory item and does not have a stock record, so there is nothing to reset and it does not appear in the inventory list either. The ingredients are what should be reset and inventoried.
As a method for finding the cause of a recurring discrepancy. If physical stock does not match recorded stock day after day, a reset does not explain anything: it only aligns the figure and removes the discrepancy that should have been investigated, so the next day you have to start all over again. The cause should be investigated in Inventory - History, by checking the stock movements from the relevant days. See the article “Physical Stock Doesn’t Match Recorded Stock: How to Find the Cause.” A reset remains the correct step after you have identified the cause, so you can start again from a correct balance.
A stock reset fixes the stock as of its own date: older invoices received afterwards are no longer added
A stock reset is an absolute movement: it fixes the quantity as of the date you chose for the reset. The stock you then see in Inventory is the quantity from the latest movement in chronological order, not the sum of everything you entered in the app. So the balance only changes through movements dated AFTER the reset.
This is where the confusion most often comes from, because a receipt can be entered today but dated in the past: a goods receipt note (NIR) enters stock on the Receipt date, and the Receipt date is filled in automatically with the invoice date. If you reset the stock on the 9th of the month and then invoices issued on the 3rd, 4th and 7th come in — for example invoices pulled later from S.P.V. — their receipt notes are dated the 3rd, 4th and 7th, that is, before the reset. Their quantities will not show in the current stock: the reset remains the latest movement in time and it is the one that gives the balance.
This is not an error and nothing is lost. The documents stay recorded, and in Inventory → History you can see every movement, each on its own date. The logic is also correct: on the reset date you physically counted the goods, so if the goods on those invoices were already in the warehouse when you counted, they are already included in the counted quantity — adding them once more would double your stock.
What to do, depending on your situation:
- If you have not done the reset yet: first enter all the receipts (the NIRs), including the older invoices that have not been entered yet, and only then do the inventory count and the reset. This is the correct order for any inventory count.
- If the reset is already done: wait for all the receipt notes to be entered and then redo the reset with the correct quantity — either cancel the reset and do it again ("Cancel stock reset"), or do a new reset today, with the real counted quantity. The new reset becomes the latest movement in time and fixes the correct balance. The average purchase cost is not affected: a reset generates no cost.
[inventory management, stock reset, stock move, reset]