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.

Notes :

Product must have product code number.

Step 1. Go to Adjustment (Stock Take by CSV), then Choose Outlet

Adjustment (Stock Take by CSV)

Step 2. Click Download Current Inventory

Download Current Inventory

Notes :

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.

Edit & Save CSV File

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 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.

Upload CSV File

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.

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) is excluded from the Adjustment Form.


[Tutorial Video] Adjusment Stock Take by CSV


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