Stock Adjustment Form Template (CSV)

A log for every correction to on-hand stock, with the reason and who approved it, so counts can be trusted.

By Tibeau De Grauwe, FounderUpdated September 2026

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Download the CSV template
Comma-separated CSV that opens in Excel, Google Sheets and Numbers.

What is in the template

This stock adjustment form is a log of manual corrections to your on-hand inventory: shrinkage, damage, expired goods, count corrections and found stock. Each row records the item, location, quantity before, quantity after, the difference, a reason code and who approved it.

Use it after a cycle count or whenever someone needs to change a quantity by hand. The point is accountability: an unexplained adjustment is either a mistake or a leak, and the log lets you tell which. Review the reason codes every month to see which causes repeat.

The sample rows are fictional and can be deleted. The file is plain comma-separated text, so it opens in Excel, Google Sheets and Numbers; add formulas for any calculated columns after you import it.

Columns explained

Adjustment_IDUnique reference for the adjustment.
DateDate the change was made.
SKUItem code that was adjusted.
Product_NameName of the item.
LocationBin or shelf where the change applies.
Quantity_BeforeOn-hand quantity before the adjustment.
Quantity_AfterOn-hand quantity after the adjustment.
DifferenceAfter minus before; negative means a reduction.
Reason_CodeStandard reason such as DAMAGED, EXPIRED or COUNT_CORRECTION.
Approved_ByPerson who authorised the change.
NotesFree text for context.

Where a spreadsheet template breaks down

A spreadsheet log does not change your stock: the adjustment still has to be entered in the inventory record, which means two steps that can get out of sync. It also has no approval workflow, so nothing stops a row from being added without sign-off.

Over time the log grows long and is hard to search by item or by date range, and there is no automatic link to the stock count that triggered the change.

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Frequently asked questions

What is a stock adjustment?
A manual change to the recorded quantity of an item that is not caused by a normal sale, purchase or transfer, usually to correct a count or record loss, damage or found stock.
What reason codes should I use?
Keep the list short and consistent, for example COUNT_CORRECTION, DAMAGED, EXPIRED, THEFT_LOSS, FOUND and SUPPLIER_ERROR. A short list makes trends visible.
Who should approve adjustments?
Someone other than the person making the change, at least above a value or quantity threshold. That separation is what makes the log a real control.