Inventory write-off

Use a write-off when inventory must be permanently removed from the recorded balance, for example after consumption, wear or another reason accepted by the company. Inventory can be written off from an employee or from a workspace. The workflow is the same in both cases.

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Create a write-off document

Open the employee or workspace record and click Write off in the Inventory section. The document shows the employee or workspace from which the quantity will be removed.

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Add items

Click Add inventory. Inventory+ shows only the items currently held by the selected employee or workspace, including the variant and available balance. Select one or more items and add them to the document.

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Enter quantities

For each item, enter the quantity to write off. The quantity cannot exceed the current balance held by that employee or workspace. Use Set maximum when the entire available quantity should be written off. A comment can be added to the document if needed.

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Complete the write-off

Review the document and click Write off. After completion:

• the specified quantity is removed from the employee’s or workspace’s balance;
• the company’s total balance for that inventory variant decreases by the same quantity;
• the write-off operation is recorded in the system.