All Collections
Adjustment with Approval
Adjustment with Approval

Set permission & workflow for stocktaking in Adjustment Menu

Marissa Arnindia avatar
Written by Marissa Arnindia
Updated over a week ago

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

mceclip1.pngconfiguration module

Step 2. Tab Adjustment - Workflow - With Approval - Save

With Approval (In Progress/ Waiting for Review / Accepted ).

Adjustment Workflow

In this configuration, there will be 3 processes in adjustment or stock taking.



In Progress

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

adjustment by archive

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.

adjustment - update inventory

Step 3. Select In Progress or Submit For Review

Here I choose to submit for review

adjustment by archive

Step 4. Inventory Adjustment was Completed

inventory complete

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.

inventory adjustment

[Tutorial Video] Adjustment with Approval

Related Articles:


Did this answer your question?