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Stock Take by CSV

Create a stock take for product's inventory by using Import CSV file.

Ridho Alamsyah avatar
Written by Ridho Alamsyah
Updated today

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

go to stock take by csv

Step 2. Click Download Template

download template

Notes:

You can choose the format that you want to use for importing the stock take (By CSV or by XLSX file).

filter

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.

file csv

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.

choose file

File successfully selected, go click Next button

selected file

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.

preview

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.

success

[Tutorial Video] Adjustment Stock Take by CSV


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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).

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