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.
Product must have product code number.
Step 1. Go to Adjustment (Stock Take by CSV), then Choose Outlet
Step 2. Click Download Current Inventory
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. Edit CSV File, then Save File
Open up the downloaded CSV and fill Counted column Then save.
Properties Index :
Category of the product
Variant name of the product
Code of your product or variant
Stock in DealPOS system.
Counted Stock / Stock in Hand / Stock in your outlet
Step 3. Choose Saved File, then Click Upload
Back to the Stock Take by CSV page, choose file for 'Counted Inventory' section. Then click 'Upload' button.
Step 4. Click Confirm Adjustment
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.
[Tutorial Video] Adjusment Stock Take by CSV
You might also like to read this article :
To see the way tp adjust product by archive : Create New Adjusment Inventory With Archive
To see the way tp adjust product by web spreadsheet : Create New Adjustment or Stock Take by Web Spreadsheet (New UI/UX).
To configure adjustment flow : Adjustment with Approval