Stock Take is a form of inventory calculation for goods or products in the warehouse before they are sold. This activity is quite time-consuming because you will directly check and calculate the items in the warehouse. Currently, DealPOS already has the Adjustment feature.
DealPOS provides 2 flows for Adjustment, Instant adjustment, and adjustment with approval. Adjustment Approval is used if the adjustment process is very vital for the store. So, everyone can't just make adjustments, because the adjustment must be approved by a party with a higher position
If in the process of adjustment or stock-taking in business processes you need approval or prior approval.
I. Setup Users
Step 1. Go To Users - Group - Select Group - Adjustment - Approval Check List
Make sure the user has been given role Approval on the Adjustment menu.
II. Configuration Adjustment With Approval
Step 1. Go to Menu Setup - More Menu - Application
Step 2. Tab Adjustment - Workflow - With Approval - Save
With Approval (In Progress/ Waiting for Review / Accepted ).
In this configuration, there will be 3 processes in adjustment or stock taking.
Still in the process of adjustment/draft
Waiting for review
Still in process for review
Adjustment rejected or Accepted
III. Create Adjustment With Approval
After we have finished the configuration the next step is to try to make an adjustment with approval. The steps are as follows:
Step 1. Go to Adjustment, then Click New
Step 2. Input Inventory Adjustment Form, then Process
Here we will input the form for adjustment and choose Update inventory - Set available quantity to a given value where the number of products in the inventory will change according to the quantity that we have entered in the adjustment form.
Step 3. Select In Progress or Submit For Review
Here I choose to submit for review
Step 4. Inventory Adjustment was Completed
Adjustments that you make will be immediately saved and appear in the Inventory Adjustment list in accordance with the status that has been selected.
The next step is a review of the process, you or your assigned staff can approve or cancel the adjustment or stocktaking that has been made.
[Tutorial Video] Adjustment with Approval
To see the way to adjust product by archive: Create a New Adjustment Inventory With Archive
To see the way to adjust product by CSV: Create New Adjustment Inventory/Stock Take with CSV File
To see the way to adjust a product by web spreadsheet: Create New Adjustment or Stock Take by Web Spreadsheet (New UI/UX)