I have the Warehouse role set up in the system. Why can't I create an Inventory Adjustment?

I have the Warehouse role set up in the system. Why can't I create an Inventory Adjustment?

Inventory Adjustments are considered an Accounting function in our system. Accounting rights must be granted by your administrator in order to create an Inventory Adjustment. User rights may be modified by navigating to Quick Menu →  User list and clicking on a user.

    Need help applying this to your business?

    See how CustomBooks™ can support your accounting and inventory workflow

    If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.

    Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.



      • Related Articles

      • Warehouse Transfers

        The Warehouse Transfers feature enables inventory users to track and record item transfers between locations. The Multi-location feature must be enabled to utilize Warehouse Transfers. Viewing the List of Warehouse Transfer To view the list of ...

      • Inventory Overview

        Inventory Anytime, anywhere inventory management in the cloud. Our advanced inventory system is capable of tracking multiple warehouses and comes complete with classes, projects, and user-defined, hierarchical location tracking that doesn’t stop at ...

      • How does CustomBooks™ help me manage my inventory?

        Where do we start? CustomBooks™ offers comprehensive TRUE inventory management capabilities, enabling users to remotely track inventory levels, orders, sales, returns, and deliveries at all times. This helps businesses streamline operations ...

      • Troubleshooting Inventory

        CustomBooks™ has a strict inventory control system meaning that if you don't have something in inventory, you cannot sell it. It's important to understand how the inventory system works in order to avoid situations that result in "Insufficient ...

      • Admin Panel: Inventory Settings

        Overview The Inventory Settings in the CustomBooks™ Admin Panel allow you to configure how your stock is tracked, managed, and valued. This includes setting up multi-location warehousing, enabling manufacturing workflows (Assembly Builds), and ...