Meridian Help
For parts people

Adjust inventory

Correct a shelf count after a physical count, damage, or a found part — with a full audit trail.

Parts

Do this when the computer count doesn't match the shelf — after a cycle count, when you find damaged stock, or when a part turns up in the wrong bin. Every adjustment is logged with who did it, why, and the before and after counts.

Open the part. Find it in Parts & Inventory, then Parts Catalog, and click the part number.

Check the location switcher. The adjustment applies to the location shown on the Inventory card. If the switcher is set to "All locations", the Adjust Qty button is greyed out — pick a single location first.

Click Adjust Qty. The Adjust Inventory modal opens, showing the part number, the location you're adjusting, and the current qty on hand.

This is the only thing that writes an adjustment. Opening a part's edit sheet and saving it no longer records one, so the history shows counts you actually made and nothing else.

The modal shows exactly which location you're adjusting, so a branch count never lands at the main shop.

Pick the adjustment type. Choose +Add to add stock, −Remove to take stock away, or = Set to overwrite the count with what you physically counted. For a cycle count, = Set is usually the one you want.

Enter the Quantity. As you type, the modal previews the new qty on hand so you can sanity-check before saving.

Enter a Reason. Something short and honest — "physical count", "damaged in receiving", "found in bin B-02". The reason is optional, but your future self (and your accountant) will thank you.

Click Save Adjustment. The modal confirms the change — previous count, arrow, new count — and the part page refreshes. Click Done to close.

Every adjustment lands in the Adjustment History with the type, before/after, who, and why.

What happens behind the scenes

  • The shelf count updates immediately at the location you adjusted — other locations are untouched.
  • Meridian writes an audit entry with the before and after quantities, the adjustment type, who made it, and the reason. It shows in the Adjustment History table on the part's detail page.
  • Count gains and losses post to your books as shrinkage, so your inventory value on the balance sheet matches what's actually on the shelf — your books stay balanced without any extra work.
  • An adjustment can't take a count below zero. If the math would go negative, Meridian rejects it — recount and try again.

Troubleshooting

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