Inventory Adjustment Request Form

Form for requesting an inventory adjustment with mandatory reason code, dollar value impact, supporting documentation, and approver sign-off. Supports damage, shrink, mispick, UOM error, found stock, and data entry corrections.

Request Details

• Request Date
  Date this adjustment request is being submitted.
• Requestor Name
• Employee ID
• Department / Work Area
• If Other, specify department
• Facility / Warehouse Location

Product Identification

• SKU / Item Number
• Product Description
• UPC / Barcode (optional)
• Lot / Batch Number (if applicable)
• Storage Location / Bin / Aisle
• Unit of Measure (UOM)
• If Other UOM, specify

Adjustment Details

• Adjustment Direction
  Select whether inventory is being added to or removed from the system.
• System On-Hand Quantity (before adjustment)
  Current quantity shown in the inventory management system.
• Actual Physical Count Quantity
  Quantity physically counted or verified on the floor.
• Adjustment Quantity
  The net number of units to be added or removed (positive number only; direction is set above).
• Reason Code
  Select the primary reason for this inventory adjustment. Choose the code that most accurately describes the root cause.
• If Other, describe the reason
• Detailed Description of Adjustment
  Provide enough detail for the approver and inventory control team to understand the root cause without needing to follow up.

Financial Impact

• Unit Cost (USD)
  Cost per unit at the UOM specified above. Use standard cost or most recent purchase price.
• Total Dollar Value of Adjustment (USD)
  Total financial impact = Unit Cost × Adjustment Quantity. Enter as a positive number regardless of direction.
• G/L Account Code (if known)
  General ledger account to which this adjustment should be posted. Leave blank if unknown — accounting will assign.
• Cost Center

Supporting Documentation

• Photos (damage, found stock, mispick evidence)
  Required for Damage and Found Stock reason codes. Attach clear photos of the product and location.
• Supporting Documents (packing slips, count sheets, BOL, etc.)
  Attach any relevant paperwork: bill of lading, receiving discrepancy report, cycle count sheet, or vendor correspondence.
• Reference Document Number (PO, ASN, Transfer Order, etc.)
  Enter the purchase order, ASN, transfer order, or work order number related to this adjustment.
• WMS Transaction ID (if applicable)
  Warehouse management system transaction reference for traceability.

Requestor Acknowledgment

• I certify that the information provided in this request is accurate and that I have physical or documented evidence to support this adjustment.
• Requestor Signature
  Sign to confirm your identity and authorization of this request.
• Signature Date
• Approving Supervisor / Manager Name
  This person will receive a notification to review and approve or reject this request.
• Additional Notes for Approver (optional)