---
title: Receive, Issue and Adjust Stock
description: Receive parts, issue them out, adjust counts and set min/max thresholds on each inventory location, with the low-stock alerts that follow.
---
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1. [MetaFleet Answer Hub](https://support.metafleet.ai/?hsLang=en)
2. [Parts, Inventory & Vendors](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en)
3. [Stock & Counts](https://support.metafleet.ai/parts-inventory-vendors?hsLang=en#stock-counts)
# Receive, Issue and Adjust Stock
## Keep your on-hand counts honest: bring parts in when they arrive, take them out when they're used, and correct the count after a recount.
**For:** Parts clerks, warehouse staff and service managers · **Permission:** Inventory management (the email switches also need Manage Account Settings) · **Time:** ~3 minutes
### Quick summary
1. Open **Parts & Inventory** → **Inventory Locations** and click the location's name.
2. To bring parts in, click **+ Receive Stock**.
3. To take parts out, fix a count, move stock or set limits, open the **⋮** menu next to it and choose **Issue**, **Adjust**, **Transfer Out** or **Set Thresholds**.
4. Search the part, enter the quantity and confirm.
### Before you start
- **You'll need:** At least one inventory location (see [Set Up Inventory Locations](https://support.metafleet.ai/set-up-inventory-locations?hsLang=en)) and inventory-management access.
- **Where it lives:** **Parts & Inventory** → **Inventory Locations** → the location's page. The **⋯** menu at the end of each row on **Inventory Locations** has the same actions (**Receive Stock**, **Issue Stock**, **Adjust Stock**, **Set Thresholds**) if you'd rather not open the location.
### Read a location's stock table
Each location page has a **Stock** tab with one row per part: **Location** (the bin, or *Unassigned*), **Available**, **Allocated**, **On Hand**, **Min**, **Max**, **Status** and **Cost** (you see **Cost** only if you can view cost or manage parts). Use **Critical**, **Low** or **No threshold** above the table to see only those parts.
### Receive stock when parts arrive
1. **Open the receive window.** On the location page, click **+ Receive Stock**. The **Receive Parts** window opens with the location name in its title.
2. **Pick a bin, if the location has bins.** In **Receive into bin**, choose the bin, or leave **Location-level (no bin)**.
3. **Add each part.** Type in **Search parts**, click **Add** next to the part, enter the **Quantity** (and a note if you like), then click **Add**. Use **Add Another** for the next part.
4. **Confirm.** The button counts your lines, for example **Receive 1 Item**. Click it. On Hand goes up.
> **Part not in the search?** It isn't in your catalog yet. Choose **Create Part** from the location's **⋮** menu, or see [Add New Parts to Your Inventory](https://support.metafleet.ai/add-new-parts-to-your-inventory?hsLang=en), then receive it.
### Issue, adjust or move stock
Open the **⋮** menu next to **+ Receive Stock**:
- **Issue** opens **Issue Stock**. Use it for parts that leave stock outside a job: shop use, warranty, scrap. Search the part, enter how many, and click **Issue Stock**. On Hand goes down.
- **Adjust** opens **Adjust Stock**. Use it to correct a count you've checked on the shelf. It doesn't record use. For a full count of the location, use **Start Cycle Count** instead (see [Run a Cycle Count](https://support.metafleet.ai/run-a-cycle-count?hsLang=en)).
- **Transfer Out** opens **Transfer Stock**. Pick the **Destination location**, choose the parts, and click **Review Transfer**. See [Inventory Transactions and Transfers](https://support.metafleet.ai/inventory-transactions-and-transfers?hsLang=en).
- **Export stock (CSV)** downloads the location's stock list. See the next section.
> **Don't use Issue for repairs.** Parts used on a service order or PM are deducted automatically when the work completes. That's what **Allocated** tracks. If a PM visit used more than the **On Hand** count, stock stops at 0 and the extra units go to Reconciliation, filed as **Part Not Stocked**. See [Fix Parts That Didn't Come Out of Stock](https://support.metafleet.ai/review-inventory-reconciliation?hsLang=en) and [Understanding Available, Allocated & Consumed](https://support.metafleet.ai/understanding-available-allocated-and-consumed?hsLang=en).
### Export a location's stock to CSV
Use this to open a location's stock in a spreadsheet or print a count sheet.
1. **Open the location.** Go to **Parts & Inventory** → **Inventory Locations** and click the location's name. Set the filter to **All** and clear the search box, so every part is listed.
2. **Open the menu.** Click the **⋮** menu next to **+ Receive Stock**.
3. **Click Export stock (CSV).** It's the last item in the menu shown above. Your browser downloads the file right away. Nothing else opens.
The file is named after the location and the date, for example `San-Diego-County-Inventory-Warehouse-stock-20261019.csv`. It has one row for each part listed in the table, with these columns:
- **Part Name**, **Part #** and **Category**
- **Bin** (blank when the part is unassigned)
- **On Hand**, **Min** and **Max**
- **Status** (for example *No threshold*)
> **The file holds the rows you can see.** If **Critical**, **Low** or **No threshold** is selected, or the search box has text, the file has only those parts. Choose **All** and clear the search to export every part.
> **No costs in the file.** The export leaves out the **Cost** column you see in the stock table. Only people with inventory management access see **Export stock (CSV)** in the menu.
### Set min and max thresholds
Choose **Set Thresholds** from the **⋮** menu, search the parts, enter a **Min** and **Max** for each, and click **Save Thresholds**. You can also type a Min or Max straight into the stock table. Once a part has thresholds, its **Status** shows (for example **Healthy**), and the **Low** and **Critical** filters pick it up. Parts without them appear under **No threshold**.
### Get a low-stock email
Once a part has a **Min**, your team can get an email when it drops below it, plus a weekly digest. See [Low-Stock Alerts and the Weekly Inventory Digest](https://support.metafleet.ai/low-inventory-notifications?hsLang=en).
### QuickBooks
When QuickBooks is connected and Parts sync is on, your stock changes sync once a night as one stock adjustment line. For which account each change posts to, see [How Stock Adjustments and Inventory Value Reach QuickBooks](https://support.metafleet.ai/quickbooks-stock-reference?hsLang=en).
### Troubleshooting
| Symptom | Likely cause | Fix |
| --- | --- | --- |
| A part isn't in the Receive search | It isn't in your catalog yet | Add the part first, then receive it. |
| Available is lower than On Hand | Some stock is Allocated to open jobs | That's expected. Available = On Hand − Allocated. |
| An error box appears when you type a Min or Max in the stock table, and the number reverts | The save was refused. The box gives the reason, for example *Permission denied: InventoryManage.* when your login doesn't have inventory management. | Ask an admin for inventory-management access, or try again. If the box says the threshold couldn't be saved, re-enter the number. |
| A part won't flag as Low | No Min/Max threshold set | Choose **Set Thresholds** from the location's **⋮** menu, or type the Min and Max in the stock table. |
| I received into the wrong place | Wrong bin or location chosen | Use **Adjust Stock** on the wrong place to take the count back down, then receive into the right one. To move stock instead, use **Transfer Out**. |
| No low-stock email arrives | The low-stock switch is off, or the part has no minimum | Set the part's Min, then see [Low-Stock Alerts and the Weekly Inventory Digest](https://support.metafleet.ai/low-inventory-notifications?hsLang=en). |
| The file has fewer parts than the location | A filter or search was on when you exported | Choose **All**, clear the search box and export again. |
| Export stock (CSV) isn't in the ⋮ menu | Your login doesn't have inventory management access | Ask an admin for inventory-management access. |
### FAQs
**What's the difference between Issue and Adjust?**
**Issue** records a known outflow (you used 2). **Adjust** sets the count to what's on the shelf after a recount.
**Do I need to receive into a bin?**
Only if the location has bins. Then pick the bin in the Receive window. Otherwise leave **Location-level (no bin)** selected. See [Organize a Location with Bins](https://support.metafleet.ai/organize-a-location-with-bins?hsLang=en).
**Why does a part show no status?**
It has no Min and Max yet. Set them with **Set Thresholds** or in the stock table.
**What's in the exported file?**
Part name, part number, category, bin, on hand, min, max and status. It has no cost columns. See *Export a location's stock to CSV* above.
### Related articles
- [Set Up Inventory Locations](https://support.metafleet.ai/set-up-inventory-locations?hsLang=en)
- [Inventory Transactions and Transfers](https://support.metafleet.ai/inventory-transactions-and-transfers?hsLang=en)
- [Run a Cycle Count](https://support.metafleet.ai/run-a-cycle-count?hsLang=en)
- [Understanding Available, Allocated & Consumed](https://support.metafleet.ai/understanding-available-allocated-and-consumed?hsLang=en)
- [Fix Parts That Didn't Come Out of Stock](https://support.metafleet.ai/review-inventory-reconciliation?hsLang=en)
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