When managing inventory across multiple outlets, reviewing stock data for each location can become difficult if all inventory records are combined into a single report. This is especially important when you need to compare stock quantities or review the inventory value of a specific outlet.
The Inventory Valuation feature allows you to view the current inventory data of your products, including their stock quantities and inventory values. To make the data easier to analyze, you can export the inventory valuation report in CSV or XLSX format.
One of the available export options is Export by Outlet. This option separates the inventory data based on each outlet, allowing you to review the stock information for individual locations instead of viewing the data as a single combined total. This feature is useful when you need to analyze inventory by outlet, prepare inventory reports, or review the stock distribution across multiple locations. By exporting the data by outlet, you can process and analyze the inventory information more efficiently outside of DealPOS.
In this article, you'll learn how to export Inventory Valuation by Outlet and understand how the exported data can be used to review inventory information for each outlet.
I. How To Export
Step 1. Go to Inventory, choose Valuation tab, and Click Export
Step 2. Choose the Export by Outlet Column and click Export
Step 3. The csv file will be saved
The csv file contains data for the Outlet, ProductCode, Product, VariantCode, Variant, Quantity (counted based on the Outlet), UnitCost, and UnitPrice
II. Why the Quantity From Inventory Valuation Web Page is Different With the Exported Data?
Sometimes you might get a mismatch result from the qty column when you try to compare the data between Exported result and the web page view. This might happen if you're using "Quantity From - To" filter on the Inventory Valuation Tab (by default, the inventory valuation is using 1 qty in the "Quantity From - To" filter)
When you're using this filter, the data that will be exported by using the Export By Outlet will also filtered.
For example: if you're trying to filter the Quantity from 1000 to 2000, the data in the Inventory Valuation web page will display all the products whose total stock from all outlets is in the range of 1000 to 2000
If you're trying to export the data by using the Export by outlet, the exported file will also be filtered. So it will show you the total product stock from each outlets which is in the range of 1000 to 2000. In this case, if the product quantity at each outlet does not meet the filter criteria, the product data will not be exported.
The product qty from each outlet is only 500. When we try to export it by using the Export by outlet:
The exported file will be empty. Because the product qty doesn't meet the criteria from the "Quantity From - To" filter (the filter is using from 1000 to 2000)
Related Articles
To see about the Inventory menu, you can read this article: Inventory Menu Introduction
To add the products stock, you can read this article: How to Add Products Stock
To see the negative stock, you can read on this article: How to See Negative Inventory
To see the Inventory Movement, you can read on this article: Inventory Movement Report
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).
For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.