Managing inventory and stock adjustment

Table of contents

• Automatic stock updates

• Manual stock adjustments

• Moving and reserving stock

• Viewing inventory history

In Paragon, your stock levels are usually managed automatically through your daily operations. However, you can also perform manual adjustments, transfers, and reservations directly within the inventory module.

Automatic stock updates

Your inventory levels adjust automatically as you process goods through the following modules:

• Receive module: Stock increases once a receipt of goods is completed.

• Shipping module: Stock decreases once a shipment is completed.

• Pick and pack: These modules also update your stock availability during the fulfillment process.

Manual stock adjustments

To make a manual change that is not linked to a standard order process, navigate to the inventory module and select the adjust button.

1. Location: Select the specific warehouse location.

2. Adjustment: Enter the quantity you wish to add. To decrease stock, use a minus sign (e.g., -5).

3. Inventory: This field shows the final quantity after the adjustment.

4. Reason: Select a reason (e.g., damaged, theft, or write-off). This reason determines how the transaction is posted to your financial system. Click the accept button to finalize the adjustment.

Moving and reserving stock

• Move stock: Use the move button to transfer items between locations. Select the source and destination locations and the quantity. The overview updates immediately once you click the accept button.

• Reserve stock: Use the reserve button to set aside inventory for a specific order, customer, or attribute. This prevents the stock from being sold to other parties while it remains in your warehouse.

Viewing inventory history

To track every movement of a product, open the history tab. This provides a full audit trail of all transactions. You can click on any transaction link (e.g., Receive 000112) to open the source document directly in its respective module.