# Sage Evolution Stock Adjustment Request Form

> Source: https://netray.co/tools/sage-evolution-stock-adjustment-request-form
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A controlled form for requesting and approving stock adjustments after a count, with reason, value and approval lines.

## Category

supply-chain

## Erp

Sage Evolution

## Region

South Africa

## Audience

- Stores manager
- Internal auditor
- Financial manager

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Company name

**Key:** company

**Type:** text

**Default:** Highveld Fabrication (Pty) Ltd

#### Adjustment request number

**Key:** form_no

**Type:** text

**Default:** SA-2026-0187

#### Date

**Key:** date

**Type:** date

**Default:** 2026-10-30

#### Warehouse

**Key:** warehouse

**Type:** text

**Default:** MAIN

#### Stock code

**Key:** item

**Type:** text

**Default:** FST-M10X40

#### Description

**Key:** desc

**Type:** text

**Default:** Hex bolt M10 x 40 zinc plated

#### System quantity

**Key:** system_qty

**Type:** number

**Default:** 1200

#### Counted quantity

**Key:** counted_qty

**Type:** number

**Default:** 1130

#### Unit cost

**Key:** unit_cost

**Type:** number

**Default:** 3.20

#### Reason

**Key:** reason

**Type:** select

**Options:**

- Count variance
- Damaged
- Obsolete
- Expired
- Scrap in production
- Receiving error
- Other

**Default:** Count variance

#### Explanation and investigation

**Key:** explain

**Type:** textarea

**Default:** Recount performed by two people. Possible unrecorded issue to job 4412 on 14 October. Production confirmed 70 bolts used without a transaction.

**Blocks:**

#### {{company}}: Stock Adjustment Request

**Body:** Request no: {{form_no}}
Date: {{date}}
Warehouse: {{warehouse}}

#### Item details

**Table:**

**Columns:**

- Stock code
- Description
- System qty
- Counted qty
- Unit cost

**Rows:**

**0:** {{item}}

**1:** {{desc}}

**2:** {{system_qty}}

**3:** {{counted_qty}}

**4:** {{unit_cost}}

#### Reason and investigation

**Body:** Reason: {{reason}}

{{explain}}

#### Value of adjustment

**Body:** Adjustment quantity = counted quantity minus system quantity. Adjustment value = adjustment quantity times unit cost.

Calculated adjustment for this request: write the figure here after checking: ______

#### Checks before posting

**Body:** [ ] Recount done by a second person
[ ] Unprocessed receipts, issues and transfers checked
[ ] Lot or serial numbers confirmed where used
[ ] Correct warehouse and bin confirmed
[ ] Adjustment posted in the ERP with this request number as reference

#### Approvals

**Signatures:**

- Requested by (storeman)
- Reviewed by (stores manager)
- Approved by (financial manager)
- Posted by (inventory controller)

**Notes:** Set approval limits by value in your own policy, for example a higher level for large write offs. Quote the request number as the reference on the ERP adjustment so the audit trail is complete.

## Content

**Intro:** A stock adjustment changes the balance sheet and can hide theft or process failure. This form gives every adjustment a reason, an investigation note and approvals, whether you post it in Sage Evolution, SYSPRO or another ERP.

**Sections:**

#### How to use it

**Body:** Complete one form per item and warehouse. Enter the system and counted quantity, the unit cost and the reason, then explain what you checked. After exporting, work through the checks, collect the signatures and post the adjustment in the ERP using the request number as reference. File the signed form with the stock count sheets for the audit trail.

#### The control behind it

**Body:** The control is separation of duties. The person who counts does not approve, and the person who approves does not post. The investigation line forces someone to look for unprocessed transactions before writing stock off, which removes many apparent variances. Value thresholds let small differences be cleared quickly and large ones get senior attention.

**Bullets:**

- Counter, approver and poster are different people
- Reason codes support later trend analysis
- Value limits set by policy
- Request number recorded in the ERP

#### Common mistakes

**Body:** Adjusting before checking for unposted goods receipts, job issues or transfers is the most frequent error, and it creates a second error when the late transaction is posted. Using the wrong reason code makes shrinkage invisible. Adjusting at the wrong unit cost distorts valuation, so check the cost the ERP will apply.

**Cta:** If variances keep recurring, we can analyse your adjustment history and show which items, bins and reasons drive them.

**Faq:**

#### Is this form specific to Sage Evolution?

**Answer:** No. The fields apply to any ERP. We named Sage Evolution because many South African stores teams use it. Replace the field values with your own stock codes and warehouse names.

#### Who should approve adjustments?

**Answer:** Set limits in your policy. A stores manager can clear small values, and the financial manager or a director approves larger ones. The person posting should not be the person who counted.

#### Should I adjust every variance?

**Answer:** Only after investigation. Check unposted receipts, issues, transfers and returns first. Adjust the remainder, and track reasons so you can fix root causes rather than repeat the same write offs.

#### How do I handle serial or lot items?

**Answer:** Record the specific lot or serial numbers affected and adjust at that level in the ERP. Adjusting the total quantity alone leaves the traceability records wrong.

## Search terms

stock adjustment form template, sage evolution stock adjustment, inventory adjustment approval form, stock write off form, stock variance approval template, syspro inventory adjustment, stores adjustment authorisation

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