Stock in list

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Stock in list

» Available only in Dotypos FULL and higher. «

 

The item WAREHOUSES » STOCK IN LIST provides an overview usually sorted by the date of the stocks coming in. Click in the pop-up menu 01 to choose the warehouse you want to stock in. Then stock in products using 03.  Use the buttons 06to look into the details of the performed warehouse operations or to save the details in a .pdf file. Use the button 02 to limit the stock in to a selected date or time period. To set the time period look at this chapter.

Export the whole overview with the buttons 04 to an Excel table or a .csv file. In the case of every stock in, click on the supplier 05 and open its properties.

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How to stock in products

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In WAREHOUSES » STOCK IN LIST, click on 01 Stock in (see the picture above). This opens the page with product stock in options.

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In the product stock in page use the pop-up menu to 01 filter the displayed products pursuant to the selected category. Use the button 02 to select the products to stock in. The selected products will be moved to the right-hand side, where they can be modified. The moved products on the right side “fade out,” so you can easily recognize what was moved for stocking in.

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From the pop-up menu 03 select the potential supplier to be assigned to all stocked products. The switch Adjust purchase price 04(if enabled) includes the entered purchase price in the average purchase price of the product. With every product add to the field 05 the stocked in quantity and save the changes by clicking on 07.

Note:
Purchase price means the product purchase price per sold unit. For example, when you stock in 10 one-liter wine bottles, you just stock in the price for a 1-liter bottle. However, when you stock in 0.7-liter bottles, you have to recalculate the purchase price to one liter and then insert the recalculated price.

If you enter a negative quantity for stocking in (for example -10), and perform the correction then the number of the products in stock will be reduced by the entered quantity.

Any product you do not wish to stock in can be removed using 06.

The batch import of products with the help of a template 08 can be performed pursuant to the instructions below.

Use the button Add all 09 to move all items to the right-hand side to stock in.

The buttons Recalculate sales price and Notice only 010 are related to the check, or automatic calculations of the set margin. You can out find more information in the chapter Setting and using margins.

 

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You can also stock in directly on the page with the product overview. You will find that procedure in this chapter.

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How to perform a batch stock in of products

Dotypos also allows the stocking in of products in bulk using the import file. Electronic delivery notes from more suppliers are also supported.

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Click on the button Import 01 to display the import options on the page. If you have the import file ready, upload it with Select...04. If you import the stock in list from the supported suppliers, do not forget to select the right supplier from the pull-down menu 02. So Dotypos recognizes the file structure from this supplier and performs the stock in. Make sure the products in the cash register have identical EAN codes with products being stocked in.

The following suppliers are currently supported:

PEAL

Qanto

ČAS

Makro order and Makro invoice

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If you do not have the products from PEAL in your cash register created yet, you can do a batch import of them from the file prepared in advance.

If you are importing for the first time or you are not sure about the format of the import table, download the template sablona.scv 03 and fill out the table accordingly (a description of the individual fields can be found under the picture below). Select this saved table with the button Select... 04.

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After selecting a CSV file 01 Click on the Upload button 02 and the items in the import file will be shown in the bottom part of the page 03for further editing. When you are done, stock in the items using the Stock in button 04.

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When importing a stock in, Dotypos verifies whether products in the file for stock in correspond with products in the cash register. If they do not correspond, a dialog with unpaired products is displayed. The unpaired products in this dialog can be assigned to current products (you can search them and then use the button Assign to stock them in - assign to the relevant product) or you can create a new product and assign the unpaired (unknown) items to the newly created products. You have to assign the unpaired products to a new or existing product.

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How Dotypos calculates the purchase price?

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Note: Dotypos does not use FIFO to calculate the purchase price.

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Description of import file columns

When importing stock in, the products in the cash register are paired on the basis of ean, plu, externalid or productid. So when a product is found in the cash register by one of these criteria, it will be stocked in using data in the next columns of the import file.

The stock in import checks duplicate items. When a duplicate item in the import file is found, an error message will be displayed.

Import file for batch stock in of products

ean

product code

plu

product code

externalId

External product ID (selected by a customer, can be found in product detail)

productId

Product ID (system-generated, can be found in product detail)

price

Purchase price excluding VAT

priceSum

Total purchase price

priceSell

Sale price

quantity

Product quantity

Required fields are marked in bold, while all other items (data) are optional. The only required field is ean, plu, externalId or productId. If the product is not found using ean, then plu followed by externalId and productId are applied.

 

The import file can look like this:

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Please remember that products cannot be imported with the disabled option Stock out of the warehouse.

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The guide on how to import a .CSV file to MS Excel correctly can be found here.

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How to display a list of corrections?

The warehouse correction list (write-offs) displays the total value of written-off items. In the upper bar select LIST OF CORRECTIONS 01 and after selecting a warehouse 02 and setting the time frame 03 the list of the performed corrections will be displayed. If you want to display the details of the selected correction, click on Detail 04. The selected correction can be saved in a .pdf file.

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Page displaying details of selected correction:

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Warehouse corrections are also displayed in the warehouse report Warehouse operations.

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