Stock opname 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.

Table of Content :

I. Setup Users

II. Configuration Adjustment With Approval

III. Create Adjustment With Approval


I. Setup Users

Step 1. Go To Users - Group - Select Group - Adjustment - Approval Check List

Make sure the user has been given roles Approval on Adjustment menu.

Enable Adjustment Approval

II. Configuration Adjustment With Approval

Step 1. Go to Menu Setup - More Menu - Application

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Step 2. Tab Adjustment - Workflow - With Approval (In Progress/ Waiting for Review / Accepted ) then Save

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

Column

Description

In Progress

Still in process adjustment/draft

Waiting for review

Still in process for review

Rejected/Accepted

Adjustment rejected or Accepted


III. Create Adjustment With Approval

After we have finished the configuration the next step is we will try to make an adjustment with approval. The steps are as follows:

Step 1. Click New on Adjustment menu

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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.

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Step 3. Select In Progress or Submit For Review

Here I choose to submit for review

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Step 4. Inventory Adjustment Complete

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Adjustments that you make will be immediately saved and appear in the Inventory Adjustment list in accordance with the status that has been selected.

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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.

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Adjustment with Approval Tutorial Video


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