Stock Take by CSV

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

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

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

Stock take by csv

Step 2. Click Download Current Inventory

Download current inventory

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

Notes :

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.

Product without inventory

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

Edit CSV file

Properties Index:



Data Type


Category of the product



Product name



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.

Upload CSV Adjustment

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.

Confirm Adjustment

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

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