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
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
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
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
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.