In DealPOS, you can use the Adjustment menu to do the Stocktaking activity in your store. In the Adjustment menu, there are three adjustment methods that can be used to create a product's stock take. One of the most used adjustment methods is Stock take by CSV. With the Stock take by CSV, you can create a product's stock take using CSV or Excel file. You can follow the steps below to use the Stock Take by CSV method:
Notes:
When using the Stock take by CSV, make sure the product has a variant code/SKU.
Step 1. Go to Adjustment (Stock Take by CSV), then Choose Outlet
Step 2. Click Download Template
Notes:
You can choose the format that you want to use for importing the stock take (By CSV or by XLSX file). Then if you select the Partial Count type, there will be another column that you can select.
Step 3. Edit the CSV File then Save the file
Open the downloaded CSV File and edit the data, fill the Counted column with the counted physical stocks in your Warehouse/Outlets.
Properties Index:
Column | Description | Data Type |
Category | Category of the product | string |
Product | Product name | string |
Variant | Variant name of the product | 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 4. Choose the Saved File then Click Next
Go back to the Stock Take by CSV page and click browse files, then choose the file.
File successfully selected, go click Next button
Step 5. Preview Adjustment files
When the CSV file has been successfully uploaded, you can see the data table of the CSV that you will upload. Click the Next button if the data is already correct.
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) are excluded from the Adjustment Form.
[Tutorial Video] Adjustment Stock Take by CSV
Related Articles
To see the way to adjust product by archive: Create New Adjustment Inventory With Archive
To see how to adjust a product by web spreadsheet: Create New Adjustment or Stock Take by Web Spreadsheet (New UI/UX).
To configure adjustment flow: 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).