Filling Inventory is an activity to input quantity from the stocks of products in the inventory. On DealPOS, there are three methods to fill the inventory for your products.
In the following article, here you can follow the steps below to input stocks for products inventory in the DealPOS system.
Table of Content:
II. Using Buy Menu via UI & CSV File
I. Using Products Menu
You can use the Products menu to fill the inventory from a product. We recommend using this method if the product that you want to fill the inventory is having an initial inventory (quantity from the beginning). If your products come from Suppliers, we recommend you to make filling inventory by using the Buy menu.
Step 1. Go to Products, then Click Import
Step 2. Click Choose File, then Upload Selected File
If you want to import the initial amount of quantity products to your outlet, you can press on the more menu option and then select 'Yes' on the inventory update.
Example CSV File :
Description Index :
Category | Product categories |
Product | Product name |
Product Code | Unique code used to identify a product |
Variant | Variants available for a product |
Code | Unique code used to identify a variant |
Supplier | The name of supplier |
Unit Cost | The buying price of the products that you buy from the suppliers |
Unit Price | The selling price of the products that you will sell to the customers |
Discount | Discount for products (in percentage) |
UOM | Unit of measurement for the products |
Type | : Type of the products (Standard / Non-inventory / Complimentary / Serialized / Composite) |
Dynamic Column Names :
Inventory_{Outlet Name} | : Quantity for stock to the related outlet |
UnitPrice_{Outlet Name} | : Products unit price for each outlet |
Pricebook_{Pricebook Name} | : Pricebook from the product |
II. Using Buy Menu via UI & CSV File
You can also input the quantity stocks for your products by using the Buy menu if the products that you've ordered before came from the suppliers. Before inputting your product's inventory through the Buy menu, you have to make sure that the product data you want to fill the inventory has already been added to the system. To add new products data into DealPOS system, you might like to read this article : Add New Product
Step 1. Go to Buy, then Choose Outlet
Step 2. Input Product to Cart, then Click Pay
Add the items that you want to buy by clicking the Add Item button (+) (or using the F4 key shortcut) or by importing the items using CSV files.
Example Of CSV File :
Code | Unique code used to identify a product |
Quantity | The amount of stock product you want to enter |
UnitCost | COGS or capital price |
Step 3. Purchase was Completed Successfully
III. Using Adjustment Menu
Besides using the two methods above, you can also fill the inventory of products by using Adjustment. We recommend you to use this menu if there was a difference between counted real stocks data and in the system's data.
Step 1. Go to Adjustment, then Select Stock Take by Web Spreadsheet
Step 2. Choose Outlet & Category, then Click Next
Step 3. Input the Counted Stock, then Click Next
Step 4. Check Stock Difference, then Click Confirm Adjustment
Step 5. Adjustment was Completed
[Tutorial Video] Filling Inventory :
You might also like to read these articles below :
In case if you want to see the Inventory Log from your products, you can try to see on How to See Inventory Log/Stock Card
If you want to input multiple products when creating a purchase order, you can import it using CSV file by the following article here : Upload Multiple products using CSV when buying
If you want to fill the inventory by using Adjustment menu, you can read these collections of articles for more information about Adjustment menu : Adjustment
If you want to transfer stocks product between outlets, you can see this article: Transfer Inventory Between Outlets
