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. You only have to upload the Adjustment from DealPOS to Jurnal.id. Awesome isn't it?
Before using this new feature, you have to make sure that your DealPOS link has already been integrated with Jurnal.id. To upload your adjustment, you can follow the steps below:
I. How to Make an Adjustment from DealPOS
Step 1. Go to the Adjustment menu on DealPOS and make an adjustment by archive*
*Important 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.
*Important 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. How to Upload Adjustment from DealPOS to Jurnal.id
Step 1. Login to jurnal.dealpos.app and make sure the Jurnal Config Inventory is filled with inventory account from Jurnal.id
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.
Step 2. Click on the Orders menu
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*.
After you've selected the Outlet and Date range, you can click the Upload Button on the upper right corner.
The upload is success, and the Adjustment will be created to Jurnal.id
*Important Notes: The date created from the adjustment in Jurnal.id will be set into today's date.
Step 3. Go to Jurnal.id, and check the adjustment
The Adjustment will be created to Jurnal.id
*Important Notes: If you have existing adjustment on the Jurnal.id, you don't have to make adjustment from dealPOS and upload it to Jurnal.id again
You might also like to read these articles below:
If you want to see what can be synchronized when using DealPOS x Jurnal.id integration, you can see the article here: Synchronize scenario handled with jurnal.id
If you want to Sync the product from DealPOS to Jurnal.id, you can read this article: Synchronize Products
If you want to create mapping between DealPOS to Jurnal.id like mapping for warehouse, payment, etc. You can read the article here: How to mapping Outlet (Warehouse, Tag and Payment)