In every certain period, generally every month the store will usually do a stock take to crosscheck the stock of physical goods with those recorded in the system. In DealPOS you can make stock adjustments via the 'Adjustment' menu, one of the Adjustment methods that will be explained in this article is Adjustment with Archive.
We have 2 methods in adjustment by archive, these are Adjust Stock Differences and Update Stock Inventory. I will make an example to differentiate the two methods.
Example, I have 10 stocks of product A, then I adjust product by archive, then add product A and set the qty of product A to 5.
If I use the Adjust Difference method, the stock of product A will be 15 (The amount from the previous stock summed with the quantity made), and
If I use the Update Stock Inventory method, the stock of product A will change to 5 (current stock).
Table of Content :
I. Adjust Stock Differences
Step 1. Go to Adjustment, then Click New
Step 2. Select Adjust Differences Type
Step 3. Input Product to Adjust
You can fill in any product that you want to customize. You can click on the quick key on the left or use the search product by name/code.
Step 4. Edit Product Quantity, then Click Process
Fill in the name of the product which you want to be adjusted, and the quantity. Click 'Ok', then 'Process' in the 'Inventory Adjustment Form'.
Notes :
If you want to reduce the quantity, just put a minus on the quantity.
II. Update Stock Inventory
Step 1. Go to Adjustment, then Click New
Step 2. Select Update Inventory Type
Notes :
Used to update inventory, the function for each input quantity of stock will be exchanged with the previous stock inventory
Adjustment cannot be edited in the adjustment history if you select type "Update Inventory"
Step 3. Input Product to Adjust
You can fill in any product that you want to customize. You can click on the quick key on the left or use the search product by name/code adjustment.
Step 4. Edit Product Quantity, then Click Process
The previous inventory stock will be replaced with the stock you input.
III. View the Adjustment Report
Step 1. Go to Adjustment, Click More Menu, then Choose Adjustment (Report)
To see the adjustment record, just simply click on "more menu" then select "Adjustment".
Step 2. Adjustment Report was Opened
Report will be shown like the example below.
[Tutorial Video] Create New Adjustment with Archive
You might also like to read this article :
To adjust product inventory by CSV : Create New Adjustment Inventory/Stock Take with CSV File.
To adjust product inventory by Web Spreadsheet : Create New Adjustment or Stock Take by Web Spreadsheet (New UI/UX).
To enable feature adjustment with approval : Adjustment with Approval.
