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:
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 Current Inventory
You can choose the format that you want to use for importing the stock take (By CSV or by XLSX file)
If you want to include the products without inventory (stock quantity at 0), you can click the 'More Options' button, and choose Yes for 'Product Without Inventory'. Then click on the 'Download CSV' button in the upper right corner.
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
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 4. Choose the Saved File then Click Upload
Go back to the Stock Take by CSV page and choose the file in the 'Counted Inventory' section. Then click the 'Upload' button.
Step 5. Click Confirm Adjustment
When the CSV file has been successfully uploaded, you can see the data table of the CSV that you will upload. Click on the 'Confirm Adjustment button if the data is 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
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