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Knowledge base Inventory Set to vs Adjust by Inventory
LIVE UPDATED · 12 JUN 2026 · 1 MIN READ

Set to vs Adjust by

Set to makes your number the new on-hand total; Adjust by treats it as the change to apply. Pick the one that matches what you know.

Set to makes the number you type the new on-hand total. Adjust by treats it as the change to apply. The two-button toggle sits next to the Quantity field, and choosing the right mode means the count lands where you expect.

The Set to and Adjust by toggle on the quantity field

What does each mode do?

  • Set to — your number becomes the new on-hand total. Use it after a physical count, when you know the true figure. The form previews the result, such as "+5, new on-hand 40".
  • Adjust by — your number is the change. Type 5 to add five units or -3 to remove three. Use it when you know what moved but not the running total.

Which one fits my situation?

  1. Counted the shelf and got 40? Choose Set to and enter 40.
  2. Broke 3 planters? Choose Adjust by and enter -3.

Tip. In Set to mode, if your number already matches the current on-hand, nothing is recorded and you'll see a "No change" notice. That's expected.

Common questions

I bulk-imported and the counts overshot. What happened?

You likely ran the import in Adjust mode (values added as deltas) when you meant Set (values as targets). Re-upload in the correct mode.

Can I enter a negative number in Set to mode?

Set to expects the absolute on-hand you want. To remove stock, either set the lower total directly or switch to Adjust by and enter a negative.

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