[Tutorial Video] Adjustment with Approval
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. Select Adjustment Tab, On Workflow Section, Select With Approval, Then Save
With Approval (In Progress/ Waiting for Review / Accepted ).
In this configuration, there will be 3 processes in adjustment or stock taking.
Column | Description |
In Progress | Still in the process of adjustment/draft |
Waiting for review | Still in process for review |
Rejected/Accepted | Adjustment rejected or Accepted |
III. Create Adjustment With Draft Progress
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:
Step 1. Go To Adjustment, Then Click New
Step 2. Select The Outlet, Input The Item, Then Process
In this example, I choose Count to set into certain quantity. After input all the items and set their qty, then Process.
Step 3. Select Draft Adjustment Process
Step 4. Draft Inventory Adjustment is Success
Adjustments that have been drafted before will appear in the Archieve tab with "Draft" status.
To continue edit the drafted adjustment, you can click on the adjustment number
Then simply click on Resume button.
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.
IV. Create Adjustment With Submit for Review Progress
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.
Note:
Adjustments that have been "Rejected" or "Accepted" can no longer can be edited or have their status changed.
V. Show Unscanned Outlet Stock
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, making it easier to review before submitting the final adjustment.
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. This helps ensure more accurate stock opname results with fewer manual errors before submission.
Related Articles:
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)
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).