Drafting Inventory Adjustments for Later Review

Overview
Save incomplete adjustments as drafts so you can finalize them after verification.

Steps

1. In Add Inventory, fill in Mode, Date, Reason, and product lines.

2. Click Save As Draft instead of Save.

3. Drafts appear in Inventory list with “Draft” status.

4. To complete, click View, make edits, then click Save.

Tips

• Use drafts during a live stock count to avoid posting intermediate numbers.

• Label draft reasons clearly (e.g. “Count in Progress”).

Troubleshooting

• Cannot find draft? Filter by Inventory Status → Draft.

• “Save As Draft” disabled? Check that mandatory fields (Reason, at least one line item) are filled.