[Tutorial Video] Inventory Adjustment via Archive
Maintaining accurate inventory records is crucial for day-to-day operations to ensure the stock listed in the system matches the physical stock available. Discrepancies, however, can be caused by several factors, including missing items, damaged goods, inaccurate recordkeeping, or other operational issues.
DealPOS offers the Inventory Adjustment via Archive tool, which enables users to quickly and methodically change inventory numbers to address these issues. This function aids in maintaining the accuracy and consistency of the system's stock records with the physical inventory.
To keep accurate inventory records in DealPOS, Stock Adjustment can be utilized in a number of scenarios. By choosing Adjust Difference and specifying a positive number, users can raise stock without initiating a Buy transaction, such as when adding initial inventory or getting free products from suppliers. When making corrections to inaccurate entries by entering a negative quantity, it can also be used to decrease stock.
Furthermore, Stock Adjustment includes Stock Opname, which enables users to compare the quantity entered into the system with the actual stock. Users can enter the actual physical stock quantity by choosing Count (Update Inventory). The system will then immediately replace the previous stock quantity with the current count.
I. Adjust (Increment or Decrement inventory by given amount)
Step 1. Go to Adjustment Click New button
Step 2. Choose the Outlet, select Adjust Type
Step 3. Input Product
Input product using name or code
Step 4. Set Product Quantity
Once you are done click Submit button
Notes :
If you want to reduce the quantity, simply enter a minus sign (e.g., -1) in the quantity field.
Step 5. Approval Section
Now you need to select for the adjustment saving as Draft, Submit for Review or Approve.
Notes:
Draft = users can still edit or resume the adjustment later.
Submit for Review = waiting for Supervisor to check and approve.
Approve = directly create adjustment record and start stock movement.
II. Count (Set available quantity to a given value)
Step 1. Go to Adjustment, then Click New
Step 2. Choose Outlet, then Select Count Type
Notes :
Update inventory will set the available quantity to the given value
If you are using this type. You can't edit it later.
Step 3. Input Product
Input product using name or code
Step 4. Edit Product Quantity, then Click Process
The previous stock will be replaced with the the new inventory.
Step 5. Approval Section
Now you need to select for the adjustment saving as Draft, Submit for Review or Approve.
III. View the Adjustment Report
Step 1. Go to Adjustment
Click More Menu, then Choose Report - Detail
Step 2. Select Filter
You can select filter based on your needs
Step 3. Adjustment Report
The report will display you all adjustment history based on the filter
Related Articles
To adjust product inventory by CSV, you can follow the steps here: Create New Adjustment Inventory/Stock Take with CSV File.
To adjust product inventory by Web Spreadsheet, you can see this article: Create New Adjustment or Stock Take by Web Spreadsheet (New UI/UX).
You can make the adjustment activity to have an approval feature. To see how it works, you can see this article: Adjustment with Approval.
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).