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Correct a lot's count, or write it off

The lot's piece count matches what you counted in the box. A correction leaves the lot on the shelf with the new number; a write-off takes it off stock as a loss.

Before you start

What you needDetail
Data at handWhich lot the change belongs to. One colour and size can be held in several lots, and each operation changes one of them.
Already in the appThe lot is on the shelf. A lot at a maker or in a process has one entry in its menu, “Move to process…”.
Where to start“Stock” → “Product Inventory” → the “Products” tab

Correct the count in a lot

  1. 1Open the lot list for the colour and size: expand the product's row and click “Where?” on the colour's line. The panel “Where is it?” opens with the “Lots” field and the line “N pcs in M lots”.
  2. 2Pick the lot you counted. Each card names the warehouse and the bin in “Location”, its “Lot no” and its “Added” date, so you can tell two lots of the same colour and size apart. A lot promised to an order carries “Reserved for” with the order number as well.
  3. 3Open the lot card's menu, the icon titled “Lot actions”, and pick what your case calls for. “Adjust quantity…” stands in the middle of the list, “Write off…” at the end, below a dividing line and marked as a warning.
    If…Choose…This changes…
    The pieces are in the box and only the number is wrong“Adjust quantity…”The lot stays on the shelf at the count you type, and you can correct it again
    The pieces are gone and will not come back“Write off…”The lot leaves stock as a loss, and there is no way back
    On a lot nobody has claimed, the two reservation entries are greyed out and read “Not reserved”.
  4. 4Type the counted number into “New quantity”; the current count is already in the field. Say why in “Reason”, where the hint reads “Reason — e.g. stocktake recount”. The window says where that reason goes: “The change lands in the lot's movement log.”
    WarningOn a lot promised to an order, the window names that order, and the line goes on: “Lowering the count keeps the reservation — the order loses cover for the missing pieces and the allocator tops it up from another lot if one is free.” An order being picked adds “, which is being picked right now” to the same line.
  5. 5The button turns active once the number is whole, not negative and different from the current count. Click “Adjust quantity”.

Check the result

The message reads “Quantity adjusted”, and the lot card you started from shows the new piece count.

Other situations

Write a lot off as a loss

The pieces are gone and will not come back — destroyed in transit, lost, or handed out as a sample or a gift.

  1. 1Pick “Write off…” in the “Lot actions” menu. The window opens under the line “Removes this lot from stock as a loss. This is final and reported separately from sales.”
    WarningOn a lot promised to an order, the window names that order, and the line goes on: “Writing it off releases that reservation — the order gets cover from another lot if one is free, otherwise it goes back to waiting.” An order being picked adds “, which is being picked right now” to the same line.
  2. 2Pick the loss category in “Reason”: “Damaged”, “Lost / missing”, “Sample”, “Gift” or “Other”. Add a detail in “Note” if you have one, under the hint “Optional detail — e.g. damaged beyond repair”. The two save as one reason, for example “Damaged — soaked box”.
    WarningGo4 has no undo for a write-off. Pieces come back on stock only as a new lot, and the write-off itself is written down in one place: the “Written off” row with this reason on the “Movements” tab.
    The reason you pick here is what the movement log will show; the red button ends the lot for good.
  3. 3The red “Write off” button turns active once a reason is there. Click it. The message reads “Lot written off”, and the lot leaves the selection in the “Where is it?” panel.
    ImportantThe pieces drop out of every stock figure, and they leave your shop and your B2B catalogue.

If it does not work

What you seeWhyWhat to do
The “Lot actions” menu has one entry, “Move to process…”The lot is not on the shelf; it is at a maker or in a process.Take the lot into the warehouse first, then come back.
The save comes back as an error message and the window keeps what you typedGo4 refused the save, for example after someone else changed the same lot.Close the window, refresh the panel and read the lot's count as it stands now. Then repeat the change.
Next
  • Mark a lot as B-second — a flaw instead of a loss: the pieces stay in the warehouse and leave the sellable stock.
  • Add pieces you already have on the shelf — the only way to put written-off pieces back on stock.
  • Release or change a reservation — after a correction downwards an order is short.