One of the adjustment methods in the DealPOS application is Stock take with CSV File. In this method you can make stock adjustments using a CSV file or using Ms. Excel in filling in its stock taking data. This method can really help you if there are many products that you want to update/adjust the stock. For details, you can check the steps below:

Important Note: Product must have product code number.

Step 1. Tab Stock Take By CSV on adjustment menu then Choose the outlet that the stock you want to update - download current inventory

Create New Adjustment Inventory/Stock Take with CSV File - Download Current Inventory

Note: If you want to include the products without inventory (stock quantity at 0), you can click 'More Options' button, and choose Yes for 'Product Without Inventory'. Then click on the 'Download CSV' button on the upper right corner.

Step 2. Open up the downloaded CSV and fill Counted column Then save

Create New Adjustment Inventory/Stock Take with CSV File - Filling stock take on CSV

Properties Index

Column

Description

Data Type

Name

Name of your product or variant.

string

Code

Code of your product or variant

String

Expected

Stock in DealPOS system.

Number

Counted

Counted Stock / Stock in Hand / Stock in your outlet

Number

Step 3. Back to the Stock Take by CSV page, choose file for 'Counted Inventory' section. Then click 'Upload' button

Create New Adjustment Inventory/Stock Take with CSV File - Upload CSV file

Step 4. When the CSV file has been successfully upload, you can see the data table of the CSV that you will upload. Click on the 'Confirm Adjustment button

Create New Adjustment Inventory/Stock Take with CSV File - Confirm Adjustment

The 'Differences' column is the quantity of the adjustment that we will create.

The Qty is taken from the Differences column from earlier. Note that the products with 0 difference (Expected = Counted) is excluded from the Adjustment Form.

Adjusment Stock Take by CSV Tutorial Video

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