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Synchronize Adjustment to Jurnal ID
Synchronize Adjustment to Jurnal ID

How to upload adjustment from DealPOS to Jurnal.id

Ridho Alamsyah avatar
Written by Ridho Alamsyah
Updated over a year ago

Adjustment is an activity to adjust the quantity from your stock if there was a difference between real stocks and stocks counted from the system. In the latest update from DealPOS, we've created a feature to integrate the adjustment between DealPOS and Jurnal ID, so you don't have to manually input the adjustment that happened on DealPOS in the Jurnal ID.

Currently, the adjustments that have been made in DealPOS will be synchronized automatically in Jurnal ID. But, you can also manually sync the adjustments on the DealPOS to Jurnal ID by using the Upload Adjustment Feature which will be explained in this article.

Before using this feature, you have to make sure that your DealPOS link has already been integrated with Jurnal ID. To upload adjustment manuakky, you can follow the steps below.

Table of Content :


I. Make DealPOS Adjustment

Step 1. Go to Adjusment and Make Adjustment

Make Adjustment

Notes :

For the adjustment, we can only upload the adjustment from DealPOS to Jurnal.id by using Archive Adjustment.

Step 2. Process the Adjustment

The type of Adjustment that will be created into Jurnal.id is based on the type from the adjustment that comes from DealPOS. If the Adjustment type from DealPOS is Adjust Differences, then the adjustment on Jurnal.id will be created as Stock In/Out. If the adjustment type from DealPOS is Update Inventory, the adjustment on Jurnal.id will be created as Stock Adjustment.

Process the Adjustment

Notes :

In order to upload Adjustment from DealPOS to Jurnal ID, you have to make sure that your Jurnal ID account subscription is using Enterprise package to make you be able to track the inventory from the products in Jurnal ID.


II. Upload DealPOS Adjustment to Jurnal ID

Step 1. Login to Jurnal DealPOS App, then Set Config for Inventory

You have to make sure the Inventory in Jurnal Config is filled with Inventory account in Jurnal ID to track the inventory from a product and to make the stock adjustment work in Jurnal ID.

Set Config for Inventory

Step 2. Go to Orders

On the Orders menu, you can click on the Adjustment and then you have to select the outlet and date range from the created adjustment on DealPOS. For the example: You can select Outlet1 and Today's date range to upload all the Adjustments that happened on the selected outlet and date range*.

Open Orders

After you've selected the Outlet and Date range, you can click the Upload Button on the upper right corner.

Choose Outlet & Date Range

The upload is success, and the Adjustment will be created to Jurnal ID.

Upload was Success

Notes :

The date created from the adjustment in Jurnal.id will be set into today's date.

Step 3. Go to Jurnal ID, then Open Products (Stock Adjustment Tab)

You can see the adjustment created to Jurnal ID in the Stock Adjustment menu.

Open Products (Stock Adjustment Tab)

Step 4. Find Adjustment Number, then Click to View Detail

Find Adjustment Number
View Adjustment Detail

Notes :

If you have an existing adjustment on the Jurnal ID, you don't have to make the adjustment from DealPOS and upload it to Jurnal ID again.

Step 5. Ensure Product / Service Config in Jurnal ID

If you want your stock adjustment to be updated to jurnal, make sure this config is active in your Jurnal ID.

Products & Service Config (2)
Products & Service Config (2)

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