Initiating a Stock TakeRunning a stocktake makes sure what's on your shelves actually matches what's in your system. It exposes missing stock, stops you from surprising customers with out-of-stock items, and gives you accurate numbers for taxes and profits.Location: Stock Adjustments>Stock TakesClick on New Stock TakeSelect the Outlet of where the stock take will take place. If applicable one can fill in a Description, Other Reference, and Notes. These help with searching and filtering through the stock takesIf one would like to Include/Exclude certain stock items from the stock take, select the Filters tab, and select the applicable filters.When ready, click on Create Stock Take.Manually count the stock, double click the Actual Quantity column, and type the counted quantity.If one wishes to uncount all of the counted stock or import the stock counts, scroll to the Tools section and select the relevent option.The user can exit the Stock Take to continue another time at any point by clicking on Save Count Details. To find the stock take again go to Stock Adjustments>Stock Takes, Search for the stock take using the Search Option and click on RefreshClick on the File Icon on the right side of the line to open the Stock Take and continue from where it was left off.When the stock take is done, scroll down and click on Preview Changes and confirm the quantities to be updated by clicking on Save Changes..When the stock take is ready, scroll to the Close/Process Stock Take tab. Confirm the Date to post the Adjustment and optionally Zeroise the uncounted stock items by ticking the Zeroise Uncounted Items box. Click on Close/Process to finalise the stock take.The user has the option to print variances reports either the Counted or the Ucounted from the relevant option.

Importing Stock Items to a Stock TakeLocation: Stock Adjustments>Stock TakesSearch for the stock take from the Search Options and click on Refresh.Find the stock take and select the File Icon on the right side to open it.Scroll to Tools and click on Import Counts.Click on Download Import Templates and open the downloaded Excel File.Select the Stock Take Count sheet.Fill in the applicable fields, Coloumn A = Barcode/Stock Code, Coloumn B = Quantity Counted, Coloumn C = Units of Measure (If Applicable). When done save the file as a .CSV format.Go to XtraPOS and select an Action either Overwrite Existing Quantities or Add to Quantities Already Entered.Scroll to Step 1 and click on Browse, select the file and click on Upload.When uploaded, scroll down to Step 2 and click on Validate. If the system notices any errors the will be populated in Step 3. If no issues arise, scroll to Step 4 and click on Import.

Initiating a Stock AdjustmentLogging stock adjustments keeps inventory counts accurate so stores never sell unavailable items, losses from theft or damage are correctly tracked as tax-deductible expenses while keeping staff accountable.Location: Stock Adjustments>Adjustment BatchesClick on New Adjustment.Select the Outlet/Warehouse of the stock to adjust, and confirm the Adjustment Code (This can be a custom code), if applicable fill in the Details tab with additional information. When done, click on Create.Click on the + symbol to start loggin items in the adjstment.Adjust the Quantity, search for the Barcode/Stockcode, and confirm the Unit Cost. If applicable fill in the Reference to input more detail on the stock item. Click on Update to continue.When done, click on Save.At this point the stock adjustment is saved, so one can exit to continue another time. To find it again go to Stock Adjustment>Adjustment Batches, search for the adjustment from the Search Options and click on Refresh. Find the adjustment line, and click on the File Icon found on the right side.When the stock adjustment is done, click on Process Adjustment to close it.One can after print the stock adjustment by selecting the Print option.

Importing Stock Items to a Stock AdjustmentLocation: Stock Adjustments>Adjustment BatchesSearch for the Adjustment from the Search Options and click on Refresh.Click on the File icon to open the stock adjustment.Click on Import.Select Download Import Templates and open the downloaded Excel file.Select the Stock Adjustment Batches sheet.Fill in the blanks where applicable, Coloumn A = Barcode/Stock Code, Coloumn B = Quantity, Coloumn C = Units of Measure (If Applicable), Coloumn D = Reference Number (If Applicable), Coloumn E = Transaction Date, and Coloumn F = Unit Cost (If Applicable). When done, save the file as a .CSVGo to XtraPOS, scroll to Step 1 and click on Browse, select the file and click on Upload.When uploaded, scroll down to Step 2 and click on Validate. If the system notices any errors the will be populated in Step 3. If no issues arise, scroll to Step 4 and click on Import.