Stock adjustment (stock taking) is the process of reconciling physical inventory with system records to ensure stock accuracy. It helps businesses detect discrepancies, track missing stock, and maintain reliable inventory data for better operational and purchasing decisions.

In DealPOS, stock taking can be performed through the Adjustment menu, where users can compare physical counts with system quantities and update stock accordingly.

DealPOS provides two adjustment workflows: No Approval and With Approval. The With Approval workflow requires adjustments to be reviewed and approved by authorized users before they are finalized. Until approval is granted, no stock movement will occur.

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

With Approval (In Progress/ Waiting for Review / Accepted ). In this configuration, there will be 3 processes in adjustment or stock taking.

When you are creating an adjustment and are unsure if the quantity is correct, you can save it as a Draft for further review before finalizing the adjustment. This allows you to edit the items and their quantities as needed before confirming the adjustment. Here is how to do it:

In this example, We choose Count to set into certain quantity. After input all the items and set their qty, then Process.

Adjustments that have been drafted will appear in the Archive tab with a "Draft" status.

To continue editing the drafted adjustment, click the adjustment number.

Click the Resume button when you want to continue working on the adjustment, including adding new items or updating the quantities of items already in the cart.

After completing and resuming the adjustment, then you can click on "Process" again to select between "Draft" to save the adjustment again as a draft or "Submit for review" to submit it.

After we have finished the configuration, the next step is to create an adjustment with approval.

Here we will input the form for adjustment and choose the adjustment tyoe as Count - 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.

On this example, we choose the progress as submit for review

Any adjustments we make will be saved immediately and will appear in the Inventory Adjustment list according to the selected status.

The next step is a review of the process, we or our assigned staff can approve or cancel the adjustment that has been made.

Note:

Adjustments that have been "Rejected" or "Accepted" can no longer be edited or have their status changed.

This feature is only available for Adjustment records with the “Count” type while still in Draft status. It helps users find items that are recorded in the system but were not scanned during stock opname,.

From this view, users can easily see which items were not scanned. They can export the list for review or set the stock of those items to zero if the products are confirmed missing.