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Synchronize Upload Adjustment into Jurnal ID
Synchronize Upload Adjustment into Jurnal ID

Upload the Adjustment created from DealPOS into Jurnal ID

Teguh Warsono avatar
Written by Teguh Warsono
Updated this week

Adjustment is an activity to adjust your stock quantity if there is a difference between real stocks and stocks counted from the system. Presumed You're using Jurnal ID for your business and you want your Adjustment activity also created automatically from DealPOS to Jurnal ID.

From the scenario above, we have a feature to integrate adjustments between DealPOS and Journal ID, so you don't have to manually input the adjustment created on DealPOS into the Jurnal ID.

But, you can also synchronize upload the adjustments on the DealPOS to Jurnal ID by using the Upload Adjustment Feature. Before using this feature, make sure that your DealPOS account has already been integrated with Jurnal ID. To upload synchronize upload adjustment, you can follow the steps below


I. Create a Stock Adjustment in Adjustment Menu

Step 1. Go to Adjusment and Make an Adjustment

Make Adjustment

Notes:

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

Step 2. Proceed the Adjustment

The type of Adjustment that will be created into Jurnal.id is based on the type from 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 Adjustment to Jurnal ID

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

You have to make sure the Inventory in Jurnal Config is filled with the 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 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 and Date Range

The upload is a 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 the Adjustment Number then Click on 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 or 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 and Service Config (2)

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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).

dealpos-trial-indonesia
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